Screener
YLD vs DFCF
Principal Active High Yield ETF vs Dimensional Core Fixed Income ETF
Key differences
- DFCF costs 0.22% less per year.
- DFCF is significantly larger than YLD — larger funds tend to be more liquid and less likely to close.
- YLD is classified as alternative, while DFCF is fixed income — different risk/return profiles.
- YLD follows a multi strategy strategy; DFCF uses active selection.
- 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
| YLD | DFCF | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.17% |
| Fund size (AUM) | $524M | $10.1B |
| Since | 2015 | 2021 |
| Dividend yield | 7.31% | 4.43% |
| Asset class | alternative | fixed income |
| Region | global | — |
| Strategy | multi strategy | active selection |
| CAGR 1Y | +8.3% | +6.6% |
| CAGR 3Y | +8.9% | +4.5% |
| CAGR 5Y | +5.0% | N/A |
| Sharpe 3Y | 0.90 | 0.19 |
| Volatility 1Y | 4.32% | 4.04% |
| Max drawdown | -28.34% | -19.56% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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