Screener
YLD vs BSR
Principal Active High Yield ETF vs Beacon Selective Risk ETF
Key differences
Both YLD and BSR are fixed income ETFs. YLD charges 0.39% a year and BSR 1.09%. The main difference: YLD costs 0.70% less per year.
- YLD costs 0.70% less per year.
- YLD is much larger than BSR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, YLD has delivered higher annualized returns.
- YLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| YLD | BSR | |
|---|---|---|
| Annual cost (TER) | 0.39% | 1.09% |
| Fund size (AUM) | $545M | $37M |
| Since | 2015 | 2023 |
| Dividend yield | 7.29% | 1.02% |
| Asset class | fixed income | fixed income |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.3% | +11.6% |
| CAGR 3Y | +9.0% | +7.8% |
| CAGR 5Y | +4.9% | N/A |
| Sharpe 3Y | 0.91 | 0.32 |
| Volatility 1Y | 4.36% | 8.78% |
| Max drawdown | -28.34% | -15.68% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.