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YLD vs PQDI

Principal Active High Yield ETF vs Principal Spectrum Preferred and Income ETF

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$524M

PQDI

Principal Spectrum Preferred and Income ETF

Annual cost

0.60%

Fund size

$69M

Key differences

  • YLD costs 0.21% less per year.
  • YLD is significantly larger than PQDI — larger funds tend to be more liquid and less likely to close.
  • YLD covers global markets; PQDI covers north america.
  • YLD follows a multi strategy strategy; PQDI uses option income.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

YLDPQDI
Annual cost (TER)0.39%0.60%
Fund size (AUM)$524M$69M
Since20152020
Dividend yield7.31%5.17%
Asset classalternativealternative
Regionglobalnorth america
Strategymulti strategyoption income
CAGR 1Y+8.1%+7.8%
CAGR 3Y+9.1%+9.7%
CAGR 5Y+5.1%+3.4%
Sharpe 3Y0.931.81
Volatility 1Y4.33%3.21%
Max drawdown-28.34%-17.42%

Similar to YLD and PQDI