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YLD vs IG

Principal Active High Yield ETF vs Principal Investment Grade Corporate ETF

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

Key differences

  • IG costs 0.20% less per year.
  • YLD is classified as alternative, while IG is fixed income — different risk/return profiles.
  • YLD follows a multi strategy strategy; IG uses active selection.
  • Over the last 3 years, YLD has delivered higher annualized returns.

Side-by-side comparison

YLDIG
Annual cost (TER)0.39%0.19%
Fund size (AUM)$524M$179M
Since20152018
Dividend yield7.31%5.06%
Asset classalternativefixed income
Regionglobal
Strategymulti strategyactive selection
CAGR 1Y+8.3%+7.0%
CAGR 3Y+8.9%+5.1%
CAGR 5Y+5.0%+0.2%
Sharpe 3Y0.900.27
Volatility 1Y4.32%4.81%
Max drawdown-28.34%-23.17%

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

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