Screener
YLD vs IUSB
Principal Active High Yield ETF vs iShares Core Universal USD Bond ETF
Key differences
YLD is an alternative ETF, while IUSB is a fixed income ETF. YLD charges 0.39% a year and IUSB 0.06%.
- YLD is an alternative fund, while IUSB is a fixed income fund. They carry different risk/return profiles.
- YLD follows a multi strategy strategy; IUSB uses index tracking.
- YLD covers global markets; IUSB covers North America.
- IUSB costs 0.33% less per year.
- IUSB 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
| YLD | IUSB | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.06% |
| Fund size (AUM) | $545M | $39.8B |
| Since | 2015 | 2014 |
| Dividend yield | 7.29% | 4.24% |
| Asset class | alternative | fixed income |
| Region | global | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | +6.9% | +4.6% |
| CAGR 3Y | +9.1% | +4.3% |
| CAGR 5Y | +4.9% | +0.4% |
| Sharpe 3Y | 0.92 | 0.16 |
| Volatility 1Y | 4.35% | 3.60% |
| Max drawdown | -28.34% | -17.90% |
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