LONZ vs YLD
Comparison between PIMCO Senior Loan Active ExchangeTraded Fund (LONZ, ETF) and PRINCIPAL ACTIVE HIGH YIELD ETF (FORMERLY PRINCIPAL ACTIVE INCOME ETF) (YLD, ETF).
LONZ vs YLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LONZ
$574M
YLD
$573M
Expense Ratio
LONZ
0.63%
Winner
YLD
0.39%
Max Drawdown
Winner
LONZ
6.03%
YLD
30.34%
Sharpe Ratio
LONZ
0.42
Winner
YLD
0.46
5Y Beta
Winner
LONZ
0.10
YLD
0.25
5Y Dividends CAGR
LONZ
N/A
YLD
11.41%
LONZ vs YLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LONZ
+0.58%
YLD
+0.03%
3M
LONZ
+1.32%
Winner
YLD
+1.37%
6M
LONZ
+1.76%
Winner
YLD
+2.30%
1Y
LONZ
+4.73%
Winner
YLD
+5.78%
5Y(CAGR)
Winner
LONZ
+7.38%
YLD
+4.76%
10Y(CAGR)
LONZ
N/A
YLD
+5.58%
Max(CAGR)
Winner
LONZ
+7.38%
YLD
+5.34%
LONZ vs YLD - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | LONZ | YLD |
|---|---|---|
| 2026 | +2.37% | +3.32% |
| 2025 | +5.09% | +6.33% |
| 2024 | +9.42% | +9.15% |
| 2023 | +12.26% | +12.41% |
| 2022 | +0.79% | -8.69% |
| 2021 | N/A | +9.54% |
| 2020 | N/A | +1.18% |
| 2019 | N/A | +14.40% |
| 2018 | N/A | -3.12% |
| 2017 | N/A | +8.41% |
| 2016 | N/A | +15.82% |
| 2015 | N/A | -5.75% |
LONZ vs YLD Drawdown Comparison
The maximum drawdown for LONZ was -4.19%, occurring on Apr 4, 2025. Recovery took 59 trading sessions.
The maximum drawdown for YLD was -28.34%, occurring on Mar 23, 2020. Recovery took 226 trading sessions.
The current YLD drawdown is -0.18%.
| Rank | LONZ | YLD |
|---|---|---|
| #1 | -4.19% Feb 14, 2025 - May 12, 2025 | -28.34% Jan 14, 2020 - Dec 4, 2020 |
| #2 | -4.05% Aug 12, 2022 - Jan 6, 2023 | -13.89% Nov 8, 2021 - Dec 1, 2023 |
| #3 | -3.91% Jun 9, 2022 - Aug 5, 2022 | -13.74% Jul 17, 2015 - Jun 1, 2016 |
| #4 | -2.03% Dec 26, 2025 - Apr 17, 2026 | -7.78% Aug 20, 2018 - Apr 11, 2019 |
| #5 | -2.03% Mar 8, 2023 - Apr 17, 2023 | -5.62% Feb 28, 2025 - Jun 4, 2025 |
| #6 | -1.41% Jul 23, 2024 - Aug 28, 2024 | -4.66% Sep 6, 2016 - Dec 13, 2016 |
| #7 | -0.70% Oct 16, 2023 - Nov 6, 2023 | -4.54% Jan 24, 2018 - Aug 8, 2018 |
| #8 | -0.69% Jan 19, 2024 - Feb 14, 2024 | -2.61% Apr 15, 2019 - Jun 20, 2019 |
| #9 | -0.57% Oct 7, 2025 - Oct 27, 2025 | -2.40% Jul 29, 2019 - Sep 10, 2019 |
| #10 | -0.54% Sep 28, 2023 - Oct 12, 2023 | -2.35% Mar 2, 2017 - May 23, 2017 |
| #11 | -0.52% Dec 16, 2024 - Dec 31, 2024 | -1.98% Feb 20, 2026 - Apr 8, 2026 |
| #12 | -0.44% Feb 14, 2023 - Mar 3, 2023 | -1.89% Dec 5, 2024 - Jan 24, 2025 |
| #13 | -0.39% Jun 2, 2026 - Jun 15, 2026 | -1.83% Mar 27, 2024 - May 3, 2024 |
| #14 | -0.38% Jan 23, 2025 - Feb 14, 2025 | -1.81% Oct 16, 2017 - Dec 1, 2017 |
| #15 | -0.34% May 14, 2026 - Jun 1, 2026 | -1.76% Aug 3, 2017 - Sep 13, 2017 |
Correlation
Correlation between LONZ and YLD is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2015 - 2026)
LONZ vs YLD dividend yield comparison.
| Year | LONZ | YLD |
|---|---|---|
| 2026 | 4.51% | 3.60% |
| 2025 | 6.60% | 7.33% |
| 2024 | 8.16% | 7.12% |
| 2023 | 8.29% | 6.46% |
| 2022 | 3.33% | 6.51% |
| 2021 | 0.00% | 3.92% |
| 2020 | 0.00% | 4.40% |
| 2019 | 0.00% | 4.81% |
| 2018 | 0.00% | 5.42% |
| 2017 | 0.00% | 6.28% |
| 2016 | 0.00% | 4.47% |
| 2015 | 0.00% | 2.56% |
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