Compare · 2 funds side by side · dividends reinvested

YLD and SHYG

YLDPrincipal×SHYGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,592SHYG · best of the two

02 / 04

YLD and SHYG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-5 Year High Yield Corporate Bond ETFBonds & Cash · High yield0.30%7.14%+1.8%+3.3%+8.1%+4.7%−2.1%3.2%$7.7B1.3

Principal Active High Yield ETFBonds & Cash · High yield0.39%6.99%+1.9%+3.1%+8.5%+4.3%−4.1%4.7%$600M1.8

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 · SHYG 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

YLD

SHYG

iShares 0-5 Year High Yield Corporate Bond ETF · $7.7B$12,592

$10,000 five years ago, dividends reinvested

YLDMeasureSHYG

+1.9%Year to dateJan 1 → Nov 4+1.8%

+3.1%1 yearTotal return+3.3%

+8.5%3 years · per year$10,000 became $12,777 · $12,627+8.1%

+4.3%5 years · per year$10,000 became $12,322 · $12,592+4.7%

0.39%Expense ratio$39 · $30 a year on $10k · lower is better0.30%

6.99%Trailing 12-mo yield$699 · $714 a year on $10k7.14%

−4.1%Worst dropSmaller is better−2.1%

4.7%VolatilityLower is calmer3.2%

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

2–6SHYG 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 SHYG: Top 5 Holdings

Today

YLD

4.1%in top 5

SHYG

in top 5[…]

YLDStockSHYG

4.1%GVMXXnot top 5

Held in common[…]

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

YLD vs SHYG Returns, Every Period

PrincipalYLD

+4.3%

5 years, per year

SHYGiShares

+4.7%

5 years, per year

YLDSHYGFaded: behind in that period

2–2Level

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

YLD vs SHYG

YTD

PrincipalYLD

+1.9%

SHYGiShares

+1.8%

+1.9%Year to date+1.8%

−4.1%Worst drop · 1Y−2.1%

4.7%Volatility · 1Y3.2%

7.0%Yield7.1%

$600MAssets$7.7B

3–1SHYG wins

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

Cost, Income and Risk

Fees: YLD, SHYG

Today

0.30%lowest, SHYG

FundExpense ratioFee$10k

SHYG0.30%$30

YLD0.39%$39

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

Yields: YLD, SHYG

7.14%highest, SHYG

FundTrailing yieldYield$10k

SHYG7.14%$714

YLD6.99%$699

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

Income After Fees on $10,000

$684most kept, SHYG

SHYG$714 − $30 = $684

YLD$699 − $39 = $660

KeptFee

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

Overlap: YLD, SHYG

Today

[…]holdings […]

YLDSHYG

YLD—[…]

SHYG[…]—

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

Return vs Bumpiness: 2 ETFs

+3.3%SHYG, at 3.2% volatility

SHYGWorst drop−2.1%3.2% 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

SHYGYLD

+1.8%Year to date+1.9%

7.1%Yield7.0%

+3.3%Past year+3.1%

0.30%Fee0.39%

3–1SHYG 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