Screener
YLD vs NEAR
Principal Active High Yield ETF vs iShares Short Duration Bond Active ETF
Key differences
Both YLD and NEAR are fixed income ETFs. YLD charges 0.39% a year and NEAR 0.25%. The main difference: YLD covers global markets; NEAR covers North America.
- YLD covers global markets; NEAR covers North America.
- NEAR costs 0.14% less per year.
- NEAR is much larger than YLD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, YLD has delivered higher annualized returns.
Side-by-side comparison
| YLD | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.25% |
| Fund size (AUM) | $545M | $4.6B |
| Since | 2015 | 2013 |
| Dividend yield | 7.29% | 4.47% |
| Asset class | fixed income | fixed income |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.1% | +4.1% |
| CAGR 3Y | +8.8% | +5.6% |
| CAGR 5Y | +4.9% | +3.8% |
| Sharpe 3Y | 0.87 | 1.14 |
| Volatility 1Y | 4.35% | 1.37% |
| Max drawdown | -28.34% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.