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EWD vs YLD

Comparison between ISHARES MSCI SWEDEN ETF (EWD, ETF) and PRINCIPAL ACTIVE HIGH YIELD ETF (FORMERLY PRINCIPAL ACTIVE INCOME ETF) (YLD, ETF).

5-Year PerformanceEWD has outperformed YLD, delivering a return of +5.6% compared to +4.9%

EWD vs YLD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EWD
$580M
Winner
YLD
$580M
Expense Ratio
EWD
0.51%
Winner
YLD
0.39%
Max Drawdown
EWD
79.94%
Winner
YLD
30.34%
Sharpe Ratio
Winner
EWD
0.82
YLD
0.40
5Y Beta
EWD
0.86
Winner
YLD
0.25
5Y Dividends CAGR
Winner
EWD
13.13%
YLD
10.16%

EWD vs YLD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EWD
+4.50%
YLD
+1.36%
3M
Winner
EWD
+4.27%
YLD
+1.44%
6M
EWD
+0.40%
Winner
YLD
+3.06%
1Y
Winner
EWD
+19.29%
YLD
+5.70%
5Y(CAGR)
Winner
EWD
+5.57%
YLD
+4.87%
10Y(CAGR)
Winner
EWD
+9.85%
YLD
+5.33%
Max(CAGR)
Winner
EWD
+6.87%
YLD
+5.39%

EWD vs YLD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEWDYLD
2026+10.77%+4.39%
2025+36.16%+6.33%
2024-1.94%+9.15%
2023+23.68%+12.41%
2022-28.45%-8.69%
2021+21.34%+9.54%
2020+18.94%+1.18%
2019+23.80%+14.40%
2018-13.43%-3.12%
2017+21.04%+8.41%
2016+4.52%+15.82%
2015-3.90%-5.75%
2014-5.97%N/A
2013+21.95%N/A
2012+19.94%N/A
2011-18.22%N/A
2010+31.31%N/A
2009+48.46%N/A
2008-46.58%N/A
2007-2.28%N/A
2006+38.19%N/A
2005+9.32%N/A
2004+34.96%N/A
2003+57.95%N/A
2002-31.32%N/A
2001-22.76%N/A
2000-27.76%N/A
1999+27.13%N/A

EWD vs YLD Drawdown Comparison

The maximum drawdown for EWD was -75.34%, occurring on Oct 9, 2002. Recovery took 1668 trading sessions.

The maximum drawdown for YLD was -28.34%, occurring on Mar 23, 2020. Recovery took 226 trading sessions.

The current EWD drawdown is -1.23%.

RankEWDYLD
#1-75.34%
Mar 3, 2000 - Oct 20, 2006
-28.34%
Jan 14, 2020 - Dec 4, 2020
#2-68.10%
Jul 12, 2007 - Apr 21, 2011
-13.89%
Nov 8, 2021 - Dec 1, 2023
#3-42.26%
Aug 13, 2021 - Feb 18, 2025
-13.74%
Jul 17, 2015 - Jun 1, 2016
#4-37.22%
Feb 12, 2020 - Jul 17, 2020
-7.78%
Aug 20, 2018 - Apr 11, 2019
#5-36.19%
May 2, 2011 - Mar 7, 2013
-5.62%
Feb 28, 2025 - Jun 4, 2025
#6-25.57%
May 21, 2014 - May 2, 2017
-4.66%
Sep 6, 2016 - Dec 13, 2016
#7-23.30%
Jan 24, 2018 - Jan 2, 2020
-4.54%
Jan 24, 2018 - Aug 8, 2018
#8-17.84%
Mar 7, 2025 - May 13, 2025
-2.61%
Apr 15, 2019 - Jun 20, 2019
#9-14.49%
Feb 27, 2026 - Aug 4, 2026
-2.40%
Jul 29, 2019 - Sep 10, 2019
#10-12.59%
May 21, 2013 - Jul 23, 2013
-2.35%
Mar 2, 2017 - May 23, 2017
#11-9.09%
Feb 26, 2007 - Mar 21, 2007
-1.98%
Feb 20, 2026 - Apr 8, 2026
#12-8.75%
May 7, 2007 - Jul 6, 2007
-1.89%
Dec 5, 2024 - Jan 24, 2025
#13-8.18%
Oct 12, 2020 - Nov 6, 2020
-1.83%
Mar 27, 2024 - May 3, 2024
#14-8.16%
Sep 18, 2013 - Dec 30, 2013
-1.81%
Oct 16, 2017 - Dec 1, 2017
#15-7.82%
Oct 27, 2025 - Dec 10, 2025
-1.76%
Aug 3, 2017 - Sep 13, 2017

Correlation

Correlation between EWD and YLD is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

EWD vs YLD dividend yield comparison.

YearEWDYLD
20262.22%4.20%
20253.27%7.33%
20241.77%7.12%
20232.41%6.46%
20223.68%6.51%
20215.46%3.92%
20200.98%4.40%
20194.15%4.81%
20185.17%5.42%
20173.23%6.28%
20163.91%4.47%
20154.08%2.56%
20143.92%0.00%
20133.47%0.00%
20123.03%0.00%
20114.13%0.00%
20101.77%0.00%
20092.13%0.00%
20088.23%0.00%
20073.61%0.00%
20061.05%0.00%
20051.85%0.00%
20040.70%0.00%
20031.58%0.00%
20021.28%0.00%
20010.35%0.00%
200030.15%0.00%
19993.42%0.00%

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