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YLD vs DYLD

Principal Active High Yield ETF vs LeaderShares Dynamic Yield ETF

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

DYLD

LeaderShares Dynamic Yield ETF

Redwood Investment Management, LLC

Annual cost

0.75%

Fund size

$40M

Key differences

  • YLD costs 0.36% less per year.
  • YLD is significantly larger than DYLD — larger funds tend to be more liquid and less likely to close.
  • YLD is classified as alternative, while DYLD is fixed income — different risk/return profiles.
  • YLD follows a multi strategy strategy; DYLD 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

YLDDYLD
Annual cost (TER)0.39%0.75%
Fund size (AUM)$524M$40M
Since20152021
Dividend yield7.31%4.37%
Asset classalternativefixed income
Regionglobal
Strategymulti strategyactive selection
CAGR 1Y+8.3%+4.0%
CAGR 3Y+8.9%+4.3%
CAGR 5Y+5.0%N/A
Sharpe 3Y0.900.21
Volatility 1Y4.32%2.54%
Max drawdown-28.34%-15.03%

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

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