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YLD vs CWS

Principal Active High Yield ETF vs AdvisorShares Focused Equity ETF

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$545M

CWS

AdvisorShares Focused Equity ETF

Annual cost

0.65%

Fund size

$133M

Key differences

YLD is a fixed income ETF, while CWS is an equity ETF. YLD charges 0.39% a year and CWS 0.65%.

  • YLD is a fixed income fund, while CWS is an equity fund. They carry different risk/return profiles.
  • YLD covers global markets; CWS covers North America.
  • YLD costs 0.26% less per year.
  • YLD is much larger than CWS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, CWS has delivered higher annualized returns.

Side-by-side comparison

YLDCWS
Annual cost (TER)0.39%0.65%
Fund size (AUM)$545M$133M
Since20152016
Dividend yield7.29%0.31%
Asset classfixed incomeequity
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1Y+6.7%-0.3%
CAGR 3Y+8.9%+11.4%
CAGR 5Y+4.9%+8.4%
Sharpe 3Y0.900.58
Volatility 1Y4.35%13.33%
Max drawdown-28.34%-33.82%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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