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YLD vs LGOV

Principal Active High Yield ETF vs First Trust Long Duration Opportunities ETF

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

LGOV

First Trust Long Duration Opportunities ETF

First Trust

Annual cost

0.49%

Fund size

$664M

Key differences

  • YLD costs 0.10% less per year.
  • YLD is classified as alternative, while LGOV is fixed income — different risk/return profiles.
  • YLD covers global markets; LGOV covers north america.
  • YLD follows a multi strategy strategy; LGOV uses index tracking.
  • Over the last 3 years, YLD has delivered higher annualized returns.

Side-by-side comparison

YLDLGOV
Annual cost (TER)0.39%0.49%
Fund size (AUM)$524M$664M
Since20152019
Dividend yield7.31%4.21%
Asset classalternativefixed income
Regionglobalnorth america
Strategymulti strategyindex tracking
CAGR 1Y+8.3%+7.1%
CAGR 3Y+9.0%+2.8%
CAGR 5Y+5.2%-1.4%
Sharpe 3Y0.91-0.04
Volatility 1Y4.34%7.03%
Max drawdown-28.34%-30.85%

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

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