Screener
YLD vs RHTX
Principal Active High Yield ETF vs RH Tactical Outlook ETF
Key differences
YLD is a fixed income ETF, while RHTX is a mixed asset ETF. YLD charges 0.39% a year and RHTX 1.51%.
- YLD is a fixed income fund, while RHTX is a mixed asset fund. They carry different risk/return profiles.
- YLD costs 1.12% less per year.
- YLD is much larger than RHTX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RHTX has delivered higher annualized returns.
Side-by-side comparison
| YLD | RHTX | |
|---|---|---|
| Annual cost (TER) | 0.39% | 1.51% |
| Fund size (AUM) | $545M | $8M |
| Since | 2015 | 2012 |
| Dividend yield | 7.29% | 0.00% |
| Asset class | fixed income | mixed asset |
| Region | global | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.3% | +21.9% |
| CAGR 3Y | +9.0% | +15.3% |
| CAGR 5Y | +4.9% | N/A |
| Sharpe 3Y | 0.91 | 0.75 |
| Volatility 1Y | 4.36% | 15.56% |
| Max drawdown | -28.34% | -24.68% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.