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YLD vs ICSH

Principal Active High Yield ETF vs iShares Ultra Short Duration Bond Active ETF

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$545M

ICSH

iShares Ultra Short Duration Bond Active ETF

Annual cost

0.08%

Fund size

$7.6B

Key differences

Both YLD and ICSH are fixed income ETFs. YLD charges 0.39% a year and ICSH 0.08%. The main difference: YLD covers global markets; ICSH covers North America.

  • YLD covers global markets; ICSH covers North America.
  • ICSH costs 0.31% less per year.
  • ICSH is much larger than YLD. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, YLD has delivered higher annualized returns.

Side-by-side comparison

YLDICSH
Annual cost (TER)0.39%0.08%
Fund size (AUM)$545M$7.6B
Since20152013
Dividend yield7.29%4.38%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1Y+7.1%+4.3%
CAGR 3Y+8.8%+5.2%
CAGR 5Y+4.9%+3.7%
Sharpe 3Y0.873.37
Volatility 1Y4.35%0.41%
Max drawdown-28.34%-3.94%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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