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YLD vs WMSB

Principal Active High Yield ETF vs Weitz Multisector Bond ETF

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

WMSB

Weitz Multisector Bond ETF

Weitz

Annual cost

0.65%

Fund size

$8M

Key differences

  • YLD costs 0.26% less per year.
  • YLD is significantly larger than WMSB — larger funds tend to be more liquid and less likely to close.
  • YLD is classified as alternative, while WMSB is fixed income — different risk/return profiles.
  • YLD covers global markets; WMSB covers north america.
  • YLD follows a multi strategy strategy; WMSB uses index tracking.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

YLDWMSB
Annual cost (TER)0.39%0.65%
Fund size (AUM)$524M$8M
Since20152025
Dividend yield7.31%
Asset classalternativefixed income
Regionglobalnorth america
Strategymulti strategyindex tracking
CAGR 1Y+8.3%N/A
CAGR 3Y+8.9%N/A
CAGR 5Y+5.0%N/A
Sharpe 3Y0.90N/A
Volatility 1Y4.32%
Max drawdown-28.34%-1.89%

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

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