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YLD vs CRDT

Principal Active High Yield ETF vs Simplify Opportunistic Income ETF

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

CRDT

Simplify Opportunistic Income ETF

Simplify Asset Management

Annual cost

0.99%

Fund size

$38M

Key differences

  • YLD costs 0.60% less per year.
  • YLD is significantly larger than CRDT — larger funds tend to be more liquid and less likely to close.
  • YLD is classified as alternative, while CRDT is fixed income — different risk/return profiles.
  • YLD follows a multi strategy strategy; CRDT uses active selection.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

YLDCRDT
Annual cost (TER)0.39%0.99%
Fund size (AUM)$524M$38M
Since20152023
Dividend yield7.31%6.51%
Asset classalternativefixed income
Regionglobal
Strategymulti strategyactive selection
CAGR 1Y+8.3%-0.0%
CAGR 3Y+8.9%N/A
CAGR 5Y+5.0%N/A
Sharpe 3Y0.90N/A
Volatility 1Y4.32%8.48%
Max drawdown-28.34%-9.80%

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

Similar to YLD and CRDT