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YLD vs FDHY

Principal Active High Yield ETF vs Fidelity Enhanced High Yield ETF

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

FDHY

Fidelity Enhanced High Yield ETF

Fidelity Investments

Annual cost

0.35%

Fund size

$497M

Key differences

  • YLD is classified as alternative, while FDHY is fixed income — different risk/return profiles.
  • YLD follows a multi strategy strategy; FDHY uses index tracking.

Side-by-side comparison

YLDFDHY
Annual cost (TER)0.39%0.35%
Fund size (AUM)$524M$497M
Since20152018
Dividend yield7.31%6.54%
Asset classalternativefixed income
Regionglobal
Strategymulti strategyindex tracking
CAGR 1Y+8.3%+9.3%
CAGR 3Y+8.9%+8.9%
CAGR 5Y+5.0%+4.0%
Sharpe 3Y0.901.01
Volatility 1Y4.32%3.76%
Max drawdown-28.34%-20.01%

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

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