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YLD vs DFSD
Principal Active High Yield ETF vs Dimensional Short-Duration Fixed Income ETF
Key differences
- DFSD costs 0.23% less per year.
- DFSD is significantly larger than YLD — larger funds tend to be more liquid and less likely to close.
- YLD is classified as alternative, while DFSD is fixed income — different risk/return profiles.
- YLD follows a multi strategy strategy; DFSD 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 | DFSD | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.16% |
| Fund size (AUM) | $524M | $6.6B |
| Since | 2015 | 2021 |
| Dividend yield | 7.31% | 3.97% |
| Asset class | alternative | fixed income |
| Region | global | global |
| Strategy | multi strategy | active selection |
| CAGR 1Y | +8.3% | +4.6% |
| CAGR 3Y | +8.9% | +5.3% |
| CAGR 5Y | +5.0% | N/A |
| Sharpe 3Y | 0.90 | 0.78 |
| Volatility 1Y | 4.32% | 1.92% |
| Max drawdown | -28.34% | -8.45% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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