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WIP vs YLD

Comparison between SPDR(R) FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF (WIP, ETF) and PRINCIPAL ACTIVE HIGH YIELD ETF (FORMERLY PRINCIPAL ACTIVE INCOME ETF) (YLD, ETF).

5-Year PerformanceYLD has outperformed WIP, delivering a return of +4.8% compared to -0.8%

WIP vs YLD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WIP
$546M
YLD
$546M
Expense Ratio
WIP
0.50%
Winner
YLD
0.39%
Max Drawdown
WIP
44.40%
Winner
YLD
30.34%
Sharpe Ratio
WIP
0.58
Winner
YLD
0.78
5Y Beta
Winner
WIP
0.16
YLD
0.25
5Y Dividends CAGR
Winner
WIP
11.33%
YLD
11.13%

WIP vs YLD - Historical Returns

Returns include dividend reinvestment.

1M
WIP
-0.10%
Winner
YLD
+0.84%
3M
WIP
+2.82%
Winner
YLD
+2.88%
6M
Winner
WIP
+4.91%
YLD
+3.77%
1Y
Winner
WIP
+7.90%
YLD
+7.28%
5Y(CAGR)
WIP
-0.78%
Winner
YLD
+4.83%
10Y(CAGR)
WIP
+1.62%
Winner
YLD
+5.79%
Max(CAGR)
WIP
+1.27%
Winner
YLD
+5.38%

WIP vs YLD - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearWIPYLD
2026+4.44%+3.13%
2025+15.10%+6.33%
2024-7.26%+9.15%
2023+9.33%+12.41%
2022-14.92%-8.69%
2021-3.85%+9.54%
2020+8.19%+1.18%
2019+8.74%+14.40%
2018-6.13%-3.12%
2017+12.80%+8.41%
2016+4.58%+15.82%
2015-9.68%-5.75%
2014+0.52%N/A
2013-5.45%N/A
2012+13.80%N/A
2011+2.43%N/A
2010+5.49%N/A
2009+17.38%N/A
2008-18.73%N/A

WIP vs YLD Drawdown Comparison

The maximum drawdown for WIP was -29.59%, occurring on Nov 21, 2008. Recovery took 559 trading sessions.

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

The current WIP drawdown is -3.99%. The current YLD drawdown is -0.11%.

RankWIPYLD
#1-29.59%
Jul 15, 2008 - Oct 1, 2010
-28.34%
Jan 14, 2020 - Dec 4, 2020
#2-28.84%
Jun 10, 2021 - Sep 27, 2022
-13.89%
Nov 8, 2021 - Dec 1, 2023
#3-20.04%
Jan 26, 2018 - Nov 16, 2020
-13.74%
Jul 17, 2015 - Jun 1, 2016
#4-19.13%
Jul 23, 2014 - Jan 23, 2018
-7.78%
Aug 20, 2018 - Apr 11, 2019
#5-11.08%
Aug 17, 2011 - Sep 7, 2012
-5.62%
Feb 28, 2025 - Jun 4, 2025
#6-10.51%
May 1, 2013 - Jun 30, 2014
-4.66%
Sep 6, 2016 - Dec 13, 2016
#7-7.74%
Nov 4, 2010 - Mar 21, 2011
-4.54%
Jan 24, 2018 - Aug 8, 2018
#8-5.48%
Dec 31, 2020 - Jun 4, 2021
-2.61%
Apr 15, 2019 - Jun 20, 2019
#9-4.07%
Apr 29, 2011 - Jul 29, 2011
-2.40%
Jul 29, 2019 - Sep 10, 2019
#10-4.00%
Mar 27, 2008 - Jul 11, 2008
-2.35%
Mar 2, 2017 - May 23, 2017
#11-3.32%
Jan 14, 2013 - Apr 29, 2013
-1.98%
Feb 20, 2026 - Apr 8, 2026
#12-2.86%
Aug 3, 2011 - Aug 15, 2011
-1.89%
Dec 5, 2024 - Jan 24, 2025
#13-2.81%
Oct 14, 2010 - Nov 4, 2010
-1.83%
Mar 27, 2024 - May 3, 2024
#14-1.58%
Oct 17, 2012 - Nov 28, 2012
-1.81%
Oct 16, 2017 - Dec 1, 2017
#15-1.40%
Dec 31, 2012 - Jan 11, 2013
-1.76%
Aug 3, 2017 - Sep 13, 2017

Correlation

Correlation between WIP and YLD is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.38
-101

Dividend Comparison (2008 - 2026)

WIP vs YLD dividend yield comparison.

YearWIPYLD
20262.58%2.98%
20255.51%7.33%
20246.06%7.12%
20236.54%6.46%
202211.15%6.51%
20214.63%3.92%
20201.59%4.40%
20192.49%4.81%
20184.05%5.42%
20171.91%6.28%
20161.27%4.47%
20151.14%2.56%
20142.56%0.00%
20132.38%0.00%
20122.48%0.00%
20114.65%0.00%
20102.36%0.00%
20090.75%0.00%
20085.40%0.00%

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