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YLD vs GTOQ

Principal Active High Yield ETF vs Invesco High Yield Systematic Bond ETF

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

GTOQ

Invesco High Yield Systematic Bond ETF

Invesco

Annual cost

0.39%

Fund size

$162M

Key differences

  • YLD is significantly larger than GTOQ — larger funds tend to be more liquid and less likely to close.
  • YLD covers global markets; GTOQ covers north america.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

YLDGTOQ
Annual cost (TER)0.39%0.39%
Fund size (AUM)$524M$162M
Since20152020
Dividend yield7.31%6.92%
Asset classalternativealternative
Regionglobalnorth america
Strategymulti strategymulti strategy
CAGR 1Y+8.3%+8.0%
CAGR 3Y+8.9%+9.3%
CAGR 5Y+5.0%+4.0%
Sharpe 3Y0.901.13
Volatility 1Y4.32%3.76%
Max drawdown-28.34%-15.96%

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

Similar to YLD and GTOQ