Screener
YLD vs PREF
Principal Active High Yield ETF vs Principal Spectrum Preferred Securities Active ETF
Key differences
- YLD costs 0.16% less per year.
- YLD is classified as alternative, while PREF is fixed income — different risk/return profiles.
- YLD follows a multi strategy strategy; PREF uses active selection.
Side-by-side comparison
| YLD | PREF | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.55% |
| Fund size (AUM) | $524M | $1.5B |
| Since | 2015 | 2017 |
| Dividend yield | 7.31% | 5.03% |
| Asset class | alternative | fixed income |
| Region | global | global |
| Strategy | multi strategy | active selection |
| CAGR 1Y | +8.1% | +7.0% |
| CAGR 3Y | +9.1% | +9.8% |
| CAGR 5Y | +5.1% | +3.2% |
| Sharpe 3Y | 0.93 | 1.63 |
| Volatility 1Y | 4.33% | 3.08% |
| Max drawdown | -28.34% | -22.99% |
Similar to YLD and PREF
Explore further