Compare · 2 funds side by side · dividends reinvested

YLD and SPHY

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 SPHY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio High Yield Bond ETFBonds & Cash · High yield0.05%7.37%+1.3%+2.9%+9.0%+4.0%−2.8%3.8%$11.9B1.4

Principal Active High Yield ETFBonds & Cash · High yield0.39%6.99%+1.9%+3.1%+8.5%+4.3%−4.1%4.7%$600M1.6

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 · SPHY 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

YLD

SPHY

State Street SPDR Portfolio High Yield Bond ETF · $11.9B$12,190

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

YLDMeasureSPHY

+1.9%Year to dateJan 1 → Nov 4+1.3%

+3.1%1 yearTotal return+2.9%

+8.5%3 years · per year$10,000 became $12,777 · $12,959+9.0%

+4.3%5 years · per year$10,000 became $12,322 · $12,190+4.0%

0.39%Expense ratio$39 · $5 a year on $10k · lower is better0.05%

6.99%Trailing 12-mo yield$699 · $737 a year on $10k7.37%

−4.1%Worst dropSmaller is better−2.8%

4.7%VolatilityLower is calmer3.8%

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

3–5SPHY 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 SPHY: Top 5 Holdings

Today

YLD

4.1%in top 5

SPHY

in top 50.0%

YLDStockSPHY

4.1%GVMXXnot top 5

not top 5BTE0.0%

Held in common0.0%

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

YLD vs SPHY Returns, Every Period

PrincipalYLD

+4.3%

5 years, per year

SPHYSPDR

+4.0%

5 years, per year

YLDSPHYFaded: behind in that period

3–1YLD wins

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

YLD vs SPHY

YTD

PrincipalYLD

+1.9%

SPHYSPDR

+1.3%

+1.9%Year to date+1.3%

−4.1%Worst drop · 1Y−2.8%

4.7%Volatility · 1Y3.8%

7.0%Yield7.4%

$600MAssets$11.9B

3–1SPHY wins

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

Cost, Income and Risk

Fees: YLD, SPHY

Today

0.05%lowest, SPHY

FundExpense ratioFee$10k

SPHY0.05%$5

YLD0.39%$39

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

Yields: YLD, SPHY

7.37%highest, SPHY

FundTrailing yieldYield$10k

SPHY7.37%$737

YLD6.99%$699

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

Income After Fees on $10,000

$732most kept, SPHY

SPHY$737 − $5 = $732

YLD$699 − $39 = $660

KeptFee

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

Overlap: YLD, SPHY

Today

0.0%most shared, YLD and SPHY

YLDSPHY

YLD—0.0%

SPHY0.0%—

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

SPHYWorst drop−2.8%3.8% 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

SPHYYLD

+1.3%Year to date+1.9%

7.4%Yield7.0%

+2.9%Past year+3.1%

0.05%Fee0.39%

2–2level

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