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YLD vs YFYA

Principal Active High Yield ETF vs Yields for You Strategy A ETF

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$545M

YFYA

Yields for You Strategy A ETF

Annual cost

1.25%

Fund size

$23M

Key differences

Both YLD and YFYA are fixed income ETFs. YLD charges 0.39% a year and YFYA 1.25%. The main difference: YLD covers global markets; YFYA covers North America.

  • YLD covers global markets; YFYA covers North America.
  • YLD costs 0.86% less per year.
  • YLD is much larger than YFYA. Larger funds are usually more liquid and less likely to close.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

YLDYFYA
Annual cost (TER)0.39%1.25%
Fund size (AUM)$545M$23M
Since20152025
Dividend yield7.29%5.17%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1Y+7.3%+4.2%
CAGR 3Y+9.0%N/A
CAGR 5Y+4.9%N/A
Sharpe 3Y0.91N/A
Volatility 1Y4.36%3.65%
Max drawdown-28.34%-2.29%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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