Screener
YLD vs NTSX
Principal Active High Yield ETF vs WisdomTree U.S. Efficient Core Fund
Key differences
YLD is a fixed income ETF, while NTSX is an equity ETF. YLD charges 0.39% a year and NTSX 0.20%.
- YLD is a fixed income fund, while NTSX is an equity fund. They carry different risk/return profiles.
- YLD covers global markets; NTSX covers North America.
- NTSX costs 0.19% less per year.
- Over the last three years, NTSX has delivered higher annualized returns.
Side-by-side comparison
| YLD | NTSX | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.20% |
| Fund size (AUM) | $545M | $1.4B |
| Since | 2015 | 2018 |
| Dividend yield | 7.29% | 1.07% |
| Asset class | fixed income | equity |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.3% | +22.4% |
| CAGR 3Y | +9.0% | +19.2% |
| CAGR 5Y | +4.9% | +9.4% |
| Sharpe 3Y | 0.91 | 1.00 |
| Volatility 1Y | 4.36% | 12.92% |
| Max drawdown | -28.34% | -31.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.