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YLD vs JUCY

Principal Active High Yield ETF vs Aptus Enhanced Yield ETF

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

JUCY

Aptus Enhanced Yield ETF

APTUS ETFs

Annual cost

0.60%

Fund size

$234M

Key differences

  • YLD costs 0.21% less per year.
  • YLD covers global markets; JUCY covers north america.
  • Over the last 3 years, YLD has delivered higher annualized returns.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

YLDJUCY
Annual cost (TER)0.39%0.60%
Fund size (AUM)$524M$234M
Since20152022
Dividend yield7.31%8.43%
Asset classalternativealternative
Regionglobalnorth america
Strategymulti strategymulti strategy
CAGR 1Y+8.3%+7.5%
CAGR 3Y+9.0%+4.4%
CAGR 5Y+5.2%N/A
Sharpe 3Y0.910.25
Volatility 1Y4.34%3.50%
Max drawdown-28.34%-1.56%

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

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