Screener
YLD vs IWR
Principal Active High Yield ETF vs iShares Russell Mid-Cap ETF
Key differences
YLD is an alternative ETF, while IWR is an equity ETF. YLD charges 0.39% a year and IWR 0.18%.
- YLD is an alternative fund, while IWR is an equity fund. They carry different risk/return profiles.
- YLD follows a multi strategy strategy; IWR uses index tracking.
- YLD covers global markets; IWR covers North America.
- IWR costs 0.21% less per year.
- IWR is much larger than YLD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWR has delivered higher annualized returns.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| YLD | IWR | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.18% |
| Fund size (AUM) | $545M | $54.8B |
| Since | 2015 | 2001 |
| Dividend yield | 7.29% | 1.16% |
| Asset class | alternative | equity |
| Region | global | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | +6.9% | +19.9% |
| CAGR 3Y | +9.1% | +17.8% |
| CAGR 5Y | +4.9% | +7.7% |
| Sharpe 3Y | 0.92 | 0.89 |
| Volatility 1Y | 4.35% | 13.54% |
| Max drawdown | -28.34% | -40.59% |
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