Screener
YLD vs LQ
Principal Active High Yield ETF vs Simplify Tax Aware Alternatives ETF
Key differences
YLD is a fixed income ETF, while LQ is an equity ETF. YLD charges 0.39% a year and LQ 0.15%.
- YLD is a fixed income fund, while LQ is an equity fund. They carry different risk/return profiles.
- LQ costs 0.24% less per year.
- YLD is much larger than LQ. Larger funds are usually more liquid and less likely to close.
- YLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| YLD | LQ | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.15% |
| Fund size (AUM) | $545M | $2M |
| Since | 2015 | 2026 |
| Dividend yield | 7.29% | — |
| Asset class | fixed income | equity |
| Region | global | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.3% | N/A |
| CAGR 3Y | +9.0% | N/A |
| CAGR 5Y | +4.9% | N/A |
| Sharpe 3Y | 0.91 | N/A |
| Volatility 1Y | 4.36% | — |
| Max drawdown | -28.34% | -4.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.