Screener
YLD vs BAMO
Principal Active High Yield ETF vs Brookstone Opportunities ETF
Key differences
Both YLD and BAMO are fixed income ETFs. YLD charges 0.39% a year and BAMO 1.06%. The main difference: YLD costs 0.67% less per year.
- YLD costs 0.67% less per year.
- YLD is much larger than BAMO. 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 | BAMO | |
|---|---|---|
| Annual cost (TER) | 0.39% | 1.06% |
| Fund size (AUM) | $545M | $49M |
| Since | 2015 | 2023 |
| Dividend yield | 7.29% | 1.46% |
| Asset class | fixed income | fixed income |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.3% | +13.1% |
| CAGR 3Y | +9.0% | N/A |
| CAGR 5Y | +4.9% | N/A |
| Sharpe 3Y | 0.91 | N/A |
| Volatility 1Y | 4.36% | 6.65% |
| Max drawdown | -28.34% | -12.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.