Screener
YLD vs PGF
Principal Active High Yield ETF vs Invesco Financial Preferred ETF
Key differences
- YLD costs 0.16% less per year.
- YLD is classified as alternative, while PGF is equity — different risk/return profiles.
- YLD covers global markets; PGF covers north america.
- YLD follows a multi strategy strategy; PGF uses index tracking.
- Over the last 3 years, YLD has delivered higher annualized returns.
- PGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| YLD | PGF | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.55% |
| Fund size (AUM) | $524M | $719M |
| Since | 2015 | 2006 |
| Dividend yield | 7.31% | 6.24% |
| Asset class | alternative | equity |
| Region | global | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | +8.1% | +5.6% |
| CAGR 3Y | +9.1% | +5.4% |
| CAGR 5Y | +5.1% | -0.5% |
| Sharpe 3Y | 0.93 | 0.24 |
| Volatility 1Y | 4.33% | 6.28% |
| Max drawdown | -28.34% | -28.92% |
Similar to YLD and PGF
Explore further