Screener
YLD vs XRLX
Principal Active High Yield ETF vs FundX Conservative ETF
Key differences
- YLD costs 0.81% less per year.
- YLD is significantly larger than XRLX — larger funds tend to be more liquid and less likely to close.
- YLD is classified as alternative, while XRLX is mixed asset — different risk/return profiles.
- YLD follows a multi strategy strategy; XRLX uses active selection.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| YLD | XRLX | |
|---|---|---|
| Annual cost (TER) | 0.39% | 1.20% |
| Fund size (AUM) | $524M | $51M |
| Since | 2015 | 2002 |
| Dividend yield | 7.31% | 2.68% |
| Asset class | alternative | mixed asset |
| Region | global | — |
| Strategy | multi strategy | active selection |
| CAGR 1Y | +8.3% | +18.9% |
| CAGR 3Y | +9.0% | N/A |
| CAGR 5Y | +5.2% | N/A |
| Sharpe 3Y | 0.91 | N/A |
| Volatility 1Y | 4.34% | 8.13% |
| Max drawdown | -28.34% | -15.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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