Compare · 2 funds side by side · dividends reinvested

YLD and HYG

YLDPrincipal×HYGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,322YLD · best of the two

02 / 04

YLD and HYG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Principal Active High Yield ETFBonds & Cash · High yield0.39%6.99%+1.9%+3.1%+8.5%+4.3%−4.1%4.7%$600M1.4

iShares iBoxx $ High Yield Corporate Bond ETFBonds & Cash · High yield0.49%6.05%+1.0%+2.6%+8.7%+3.5%−2.9%3.9%$17.7B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: YLD 2015 · HYG 2007

Head to Head

Swap sides Versus in desk

Head to Head

Principal Active High Yield ETF · $600M$12,322

YLD

HYG

iShares iBoxx $ High Yield Corporate Bond ETF · $17.7B$11,888

$10,000 five years ago, dividends reinvested

YLDMeasureHYG

+1.9%Year to dateJan 1 → Nov 4+1.0%

+3.1%1 yearTotal return+2.6%

+8.5%3 years · per year$10,000 became $12,777 · $12,854+8.7%

+4.3%5 years · per year$10,000 became $12,322 · $11,888+3.5%

0.39%Expense ratio$39 · $49 a year on $10k · lower is better0.49%

6.99%Trailing 12-mo yield$699 · $605 a year on $10k6.05%

−4.1%Worst dropSmaller is better−2.9%

4.7%VolatilityLower is calmer3.9%

YLDHYG Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3YLD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

YLD vs HYG: Top 5 Holdings

Today

YLD

4.1%in top 5

HYG

in top 5[…]

YLDStockHYG

4.1%GVMXXnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

YLD vs HYG Returns, Every Period

PrincipalYLD

+4.3%

5 years, per year

HYGiShares

+3.5%

5 years, per year

YLDHYGFaded: behind in that period

3–1YLD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

YLD vs HYG

YTD

PrincipalYLD

+1.9%

HYGiShares

+1.0%

+1.9%Year to date+1.0%

−4.1%Worst drop · 1Y−2.9%

4.7%Volatility · 1Y3.9%

7.0%Yield6.1%

$600MAssets$17.7B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: YLD, HYG

Today

0.39%lowest, YLD

FundExpense ratioFee$10k

YLD0.39%$39

HYG0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: YLD, HYG

6.99%highest, YLD

FundTrailing yieldYield$10k

YLD6.99%$699

HYG6.05%$605

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$660most kept, YLD

YLD$699 − $39 = $660

HYG$605 − $49 = $556

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: YLD, HYG

Today

[…]holdings […]

YLDHYG

YLD—[…]

HYG[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.1%YLD, at 4.7% volatility

HYGWorst drop−2.9%3.9% vol

YLDWorst drop−4.1%4.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

YLDHYG

+1.9%Year to date+1.0%

7.0%Yield6.1%

+3.1%Past year+2.6%

0.39%Fee0.49%

4–0YLD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026