Screener
YLD vs PGX
Principal Active High Yield ETF vs Invesco Preferred ETF
Key differences
- YLD costs 0.11% less per year.
- PGX is significantly larger than YLD — larger funds tend to be more liquid and less likely to close.
- YLD is classified as alternative, while PGX is fixed income — different risk/return profiles.
- YLD covers global markets; PGX covers north america.
- YLD follows a multi strategy strategy; PGX uses index tracking.
- Over the last 3 years, YLD has delivered higher annualized returns.
- PGX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| YLD | PGX | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.50% |
| Fund size (AUM) | $524M | $3.9B |
| Since | 2015 | 2008 |
| Dividend yield | 7.31% | 6.16% |
| Asset class | alternative | fixed income |
| Region | global | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | +8.1% | +6.9% |
| CAGR 3Y | +9.1% | +5.9% |
| CAGR 5Y | +5.1% | -0.4% |
| Sharpe 3Y | 0.93 | 0.29 |
| Volatility 1Y | 4.33% | 6.09% |
| Max drawdown | -28.34% | -34.10% |
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