Screener
YLD vs RULE
Principal Active High Yield ETF vs Adaptive Core ETF
Key differences
YLD is a fixed income ETF, while RULE is a mixed asset ETF. YLD charges 0.39% a year and RULE 1.84%.
- YLD is a fixed income fund, while RULE is a mixed asset fund. They carry different risk/return profiles.
- YLD costs 1.45% less per year.
- YLD is much larger than RULE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RULE has delivered higher annualized returns.
- YLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| YLD | RULE | |
|---|---|---|
| Annual cost (TER) | 0.39% | 1.84% |
| Fund size (AUM) | $545M | $16M |
| Since | 2015 | 2021 |
| Dividend yield | 7.29% | 0.00% |
| Asset class | fixed income | mixed asset |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.1% | +40.9% |
| CAGR 3Y | +8.8% | +17.5% |
| CAGR 5Y | +4.9% | N/A |
| Sharpe 3Y | 0.87 | 0.81 |
| Volatility 1Y | 4.35% | 21.56% |
| Max drawdown | -28.34% | -30.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.