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YLD vs HYLS

Principal Active High Yield ETF vs First Trust Tactical High Yield ETF

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

HYLS

First Trust Tactical High Yield ETF

First Trust

Annual cost

0.69%

Fund size

$1.6B

Key differences

  • YLD costs 0.30% less per year.
  • HYLS is significantly larger than YLD — larger funds tend to be more liquid and less likely to close.
  • YLD follows a multi strategy strategy; HYLS uses long short.
  • Over the last 3 years, YLD has delivered higher annualized returns.

Side-by-side comparison

YLDHYLS
Annual cost (TER)0.39%0.69%
Fund size (AUM)$524M$1.6B
Since20152013
Dividend yield7.31%6.65%
Asset classalternativealternative
Regionglobal
Strategymulti strategylong short
CAGR 1Y+8.3%+5.9%
CAGR 3Y+8.9%+7.9%
CAGR 5Y+5.0%+3.0%
Sharpe 3Y0.900.87
Volatility 1Y4.32%3.56%
Max drawdown-28.34%-22.99%

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

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