Screener
YLD vs IWB
Principal Active High Yield ETF vs iShares Russell 1000 ETF
Key differences
YLD is an alternative ETF, while IWB is an equity ETF. YLD charges 0.39% a year and IWB 0.15%.
- YLD is an alternative fund, while IWB is an equity fund. They carry different risk/return profiles.
- YLD follows a multi strategy strategy; IWB uses index tracking.
- YLD covers global markets; IWB covers North America.
- IWB costs 0.24% less per year.
- IWB is much larger than YLD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWB has delivered higher annualized returns.
- IWB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| YLD | IWB | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.15% |
| Fund size (AUM) | $545M | $48.9B |
| Since | 2015 | 2000 |
| Dividend yield | 7.29% | 0.91% |
| Asset class | alternative | equity |
| Region | global | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | +6.9% | +24.3% |
| CAGR 3Y | +9.1% | +22.2% |
| CAGR 5Y | +4.9% | +12.6% |
| Sharpe 3Y | 0.92 | 1.17 |
| Volatility 1Y | 4.35% | 12.22% |
| Max drawdown | -28.34% | -34.60% |
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