Screener
YLD vs SAMT
Principal Active High Yield ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
- YLD costs 0.27% less per year.
- YLD follows a multi strategy strategy; SAMT uses tactical allocation.
- Over the last 3 years, SAMT has delivered higher annualized returns.
- YLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| YLD | SAMT | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.66% |
| Fund size (AUM) | $524M | $619M |
| Since | 2015 | 2022 |
| Dividend yield | 7.31% | 0.62% |
| Asset class | alternative | alternative |
| Region | global | — |
| Strategy | multi strategy | tactical allocation |
| CAGR 1Y | +8.3% | +46.0% |
| CAGR 3Y | +9.0% | +28.8% |
| CAGR 5Y | +5.2% | N/A |
| Sharpe 3Y | 0.91 | 1.47 |
| Volatility 1Y | 4.34% | 16.65% |
| Max drawdown | -28.34% | -20.57% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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