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YLD vs BCHP

Principal Active High Yield ETF vs Principal Focused Blue Chip ETF

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$545M

BCHP

Principal Focused Blue Chip ETF

Annual cost

0.58%

Fund size

$230M

Key differences

YLD is a fixed income ETF, while BCHP is an equity ETF. YLD charges 0.39% a year and BCHP 0.58%.

  • YLD is a fixed income fund, while BCHP is an equity fund. They carry different risk/return profiles.
  • YLD covers global markets; BCHP covers North America.
  • YLD costs 0.19% less per year.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

YLDBCHP
Annual cost (TER)0.39%0.58%
Fund size (AUM)$545M$230M
Since20152023
Dividend yield7.29%0.00%
Asset classfixed incomeequity
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1Y+7.1%+0.4%
CAGR 3Y+8.8%N/A
CAGR 5Y+4.9%N/A
Sharpe 3Y0.87N/A
Volatility 1Y4.35%16.33%
Max drawdown-28.34%-18.56%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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