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YLD vs CGHM

Principal Active High Yield ETF vs Capital Group Municipal High-Income ETF

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

CGHM

Capital Group Municipal High-Income ETF

Capital Group

Annual cost

0.34%

Fund size

$2.9B

Key differences

  • CGHM is significantly larger than YLD — larger funds tend to be more liquid and less likely to close.
  • YLD is classified as alternative, while CGHM is fixed income — different risk/return profiles.
  • YLD covers global markets; CGHM covers north america.
  • YLD follows a multi strategy strategy; CGHM uses index tracking.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

YLDCGHM
Annual cost (TER)0.39%0.34%
Fund size (AUM)$524M$2.9B
Since20152024
Dividend yield7.31%3.80%
Asset classalternativefixed income
Regionglobalnorth america
Strategymulti strategyindex tracking
CAGR 1Y+8.3%+8.0%
CAGR 3Y+8.9%N/A
CAGR 5Y+5.0%N/A
Sharpe 3Y0.90N/A
Volatility 1Y4.32%3.11%
Max drawdown-28.34%-5.90%

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

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