Screener
YLD vs GDE
Principal Active High Yield ETF vs WisdomTree Efficient Gold Plus Equity Strategy Fund
Key differences
YLD is a fixed income ETF, while GDE is a mixed asset ETF. YLD charges 0.39% a year and GDE 0.20%.
- YLD is a fixed income fund, while GDE is a mixed asset fund. They carry different risk/return profiles.
- YLD covers global markets; GDE covers North America.
- GDE costs 0.19% less per year.
- Over the last three years, GDE has delivered higher annualized returns.
- YLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| YLD | GDE | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.20% |
| Fund size (AUM) | $545M | $595M |
| Since | 2015 | 2022 |
| Dividend yield | 7.29% | 3.83% |
| Asset class | fixed income | mixed asset |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.3% | +43.2% |
| CAGR 3Y | +9.0% | +44.0% |
| CAGR 5Y | +4.9% | N/A |
| Sharpe 3Y | 0.91 | 1.43 |
| Volatility 1Y | 4.36% | 29.88% |
| Max drawdown | -28.34% | -32.01% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.