Screener
YLD vs BAMA
Principal Active High Yield ETF vs Brookstone Active ETF
Key differences
Both YLD and BAMA are fixed income ETFs. YLD charges 0.39% a year and BAMA 0.99%. The main difference: YLD costs 0.60% less per year.
- YLD costs 0.60% less per year.
- YLD is much larger than BAMA. Larger funds are usually more liquid and less likely to close.
- YLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| YLD | BAMA | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.99% |
| Fund size (AUM) | $545M | $53M |
| Since | 2015 | 2023 |
| Dividend yield | 7.29% | 1.31% |
| Asset class | fixed income | fixed income |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.3% | +18.0% |
| CAGR 3Y | +9.0% | N/A |
| CAGR 5Y | +4.9% | N/A |
| Sharpe 3Y | 0.91 | N/A |
| Volatility 1Y | 4.36% | 9.74% |
| Max drawdown | -28.34% | -12.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.