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YLD vs OGSP

Principal Active High Yield ETF vs Obra High Grade Structured Products ETF

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

OGSP

Obra High Grade Structured Products ETF

Obra Fund Management, LLC

Annual cost

0.64%

Fund size

$29M

Key differences

  • YLD costs 0.25% less per year.
  • YLD is significantly larger than OGSP — larger funds tend to be more liquid and less likely to close.
  • YLD follows a multi strategy strategy; OGSP uses active selection.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

YLDOGSP
Annual cost (TER)0.39%0.64%
Fund size (AUM)$524M$29M
Since20152024
Dividend yield7.31%5.86%
Asset classalternativealternative
Regionglobal
Strategymulti strategyactive selection
CAGR 1Y+8.3%+5.6%
CAGR 3Y+8.9%N/A
CAGR 5Y+5.0%N/A
Sharpe 3Y0.90N/A
Volatility 1Y4.32%1.75%
Max drawdown-28.34%-0.81%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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