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YLD vs DDV

Principal Active High Yield ETF vs Defined Duration 5 ETF

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$545M

DDV

Defined Duration 5 ETF

Annual cost

0.25%

Fund size

$15M

Key differences

Both YLD and DDV are fixed income ETFs. YLD charges 0.39% a year and DDV 0.25%. The main difference: DDV costs 0.14% less per year.

  • DDV costs 0.14% less per year.
  • YLD is much larger than DDV. Larger funds are usually more liquid and less likely to close.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

YLDDDV
Annual cost (TER)0.39%0.25%
Fund size (AUM)$545M$15M
Since20152025
Dividend yield7.29%
Asset classfixed incomefixed income
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+7.1%N/A
CAGR 3Y+8.8%N/A
CAGR 5Y+4.9%N/A
Sharpe 3Y0.87N/A
Volatility 1Y4.35%
Max drawdown-28.34%-1.92%

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

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