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YLD vs SDSI

Principal Active High Yield ETF vs American Century Short Duration Strategic Income ETF

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

SDSI

American Century Short Duration Strategic Income ETF

American Century Investments

Annual cost

0.32%

Fund size

$193M

Key differences

  • SDSI costs 0.07% less per year.
  • YLD is classified as alternative, while SDSI is fixed income — different risk/return profiles.
  • YLD covers global markets; SDSI covers north america.
  • YLD follows a multi strategy strategy; SDSI uses active selection.
  • Over the last 3 years, YLD has delivered higher annualized returns.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

YLDSDSI
Annual cost (TER)0.39%0.32%
Fund size (AUM)$524M$193M
Since20152022
Dividend yield7.31%4.96%
Asset classalternativefixed income
Regionglobalnorth america
Strategymulti strategyactive selection
CAGR 1Y+8.3%+5.6%
CAGR 3Y+8.9%+5.6%
CAGR 5Y+5.0%N/A
Sharpe 3Y0.900.89
Volatility 1Y4.32%1.68%
Max drawdown-28.34%-1.29%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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