Skip to content
Beacon
Screener

YLD vs CDX

Principal Active High Yield ETF vs Simplify High Yield ETF

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

Key differences

  • CDX costs 0.14% less per year.
  • YLD covers global markets; CDX covers north america.
  • Over the last 3 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

YLDCDX
Annual cost (TER)0.39%0.25%
Fund size (AUM)$524M$440M
Since20152022
Dividend yield7.31%8.37%
Asset classalternativealternative
Regionglobalnorth america
Strategymulti strategymulti strategy
CAGR 1Y+8.3%-0.3%
CAGR 3Y+8.9%+7.8%
CAGR 5Y+5.0%N/A
Sharpe 3Y0.900.42
Volatility 1Y4.32%5.69%
Max drawdown-28.34%-13.24%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to YLD and CDX