Screener
YLD vs BTR
Principal Active High Yield ETF vs Beacon Tactical Risk ETF
Key differences
YLD is a fixed income ETF, while BTR is a mixed asset ETF. YLD charges 0.39% a year and BTR 1.08%.
- YLD is a fixed income fund, while BTR is a mixed asset fund. They carry different risk/return profiles.
- YLD costs 0.69% less per year.
- YLD is much larger than BTR. 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 | BTR | |
|---|---|---|
| Annual cost (TER) | 0.39% | 1.08% |
| Fund size (AUM) | $545M | $35M |
| Since | 2015 | 2023 |
| Dividend yield | 7.29% | 1.19% |
| Asset class | fixed income | mixed asset |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.3% | +18.8% |
| CAGR 3Y | +9.0% | +4.5% |
| CAGR 5Y | +4.9% | N/A |
| Sharpe 3Y | 0.91 | 0.14 |
| Volatility 1Y | 4.36% | 9.95% |
| Max drawdown | -28.34% | -16.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.