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YLD vs FSIG

Principal Active High Yield ETF vs First Trust Limited Duration Investment Grade Corporate ETF

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

First Trust

Annual cost

0.44%

Fund size

$1.5B

Key differences

  • YLD is classified as alternative, while FSIG is fixed income — different risk/return profiles.
  • YLD covers global markets; FSIG covers north america.
  • YLD follows a multi strategy strategy; FSIG uses index tracking.
  • 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

YLDFSIG
Annual cost (TER)0.39%0.44%
Fund size (AUM)$524M$1.5B
Since20152021
Dividend yield7.31%4.60%
Asset classalternativefixed income
Regionglobalnorth america
Strategymulti strategyindex tracking
CAGR 1Y+8.3%+4.7%
CAGR 3Y+9.0%+5.2%
CAGR 5Y+5.2%N/A
Sharpe 3Y0.910.57
Volatility 1Y4.34%2.28%
Max drawdown-28.34%-6.89%

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

Similar to YLD and FSIG