Screener
YLD vs LMBS
Principal Active High Yield ETF vs First Trust Low Duration Opportunities ETF
Key differences
- YLD costs 0.27% less per year.
- LMBS is significantly larger than YLD — larger funds tend to be more liquid and less likely to close.
- YLD is classified as alternative, while LMBS is fixed income — different risk/return profiles.
- YLD covers global markets; LMBS covers north america.
- YLD follows a multi strategy strategy; LMBS uses index tracking.
- Over the last 3 years, YLD has delivered higher annualized returns.
Side-by-side comparison
| YLD | LMBS | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.66% |
| Fund size (AUM) | $524M | $6.2B |
| Since | 2015 | 2014 |
| Dividend yield | 7.31% | 4.09% |
| Asset class | alternative | fixed income |
| Region | global | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | +8.3% | +6.3% |
| CAGR 3Y | +9.0% | +5.8% |
| CAGR 5Y | +5.2% | +3.0% |
| Sharpe 3Y | 0.91 | 0.82 |
| Volatility 1Y | 4.34% | 1.98% |
| Max drawdown | -28.34% | -6.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to YLD and LMBS
Explore further