Screener
YLD vs NTSI
Principal Active High Yield ETF vs WisdomTree International Efficient Core Fund
Key differences
YLD is a fixed income ETF, while NTSI is a mixed asset ETF. YLD charges 0.39% a year and NTSI 0.26%.
- YLD is a fixed income fund, while NTSI is a mixed asset fund. They carry different risk/return profiles.
- YLD covers global markets; NTSI covers global markets excluding the US.
- NTSI costs 0.13% less per year.
- Over the last three years, NTSI has delivered higher annualized returns.
- YLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| YLD | NTSI | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.26% |
| Fund size (AUM) | $545M | $500M |
| Since | 2015 | 2021 |
| Dividend yield | 7.29% | 3.50% |
| Asset class | fixed income | mixed asset |
| Region | global | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.3% | +20.2% |
| CAGR 3Y | +9.0% | +14.8% |
| CAGR 5Y | +4.9% | +5.6% |
| Sharpe 3Y | 0.91 | 0.76 |
| Volatility 1Y | 4.36% | 15.53% |
| Max drawdown | -28.34% | -34.01% |
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