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YLD vs YYY

Principal Active High Yield ETF vs Amplify CEF High Income ETF

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

YYY

Amplify CEF High Income ETF

Amplify ETFs

Annual cost

3.23%

Fund size

$712M

Key differences

  • YLD costs 2.84% less per year.
  • YLD is classified as alternative, while YYY is equity — different risk/return profiles.
  • YLD covers global markets; YYY covers north america.
  • YLD follows a multi strategy strategy; YYY uses index tracking.
  • Over the last 3 years, YYY has delivered higher annualized returns.

Side-by-side comparison

YLDYYY
Annual cost (TER)0.39%3.23%
Fund size (AUM)$524M$712M
Since20152012
Dividend yield7.31%12.48%
Asset classalternativeequity
Regionglobalnorth america
Strategymulti strategyindex tracking
CAGR 1Y+8.3%+15.2%
CAGR 3Y+8.9%+13.4%
CAGR 5Y+5.0%+3.8%
Sharpe 3Y0.900.93
Volatility 1Y4.32%8.53%
Max drawdown-28.34%-42.52%

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

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