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YLD vs DWLD

Comparison between PRINCIPAL ACTIVE HIGH YIELD ETF (FORMERLY PRINCIPAL ACTIVE INCOME ETF) (YLD, ETF) and DAVIS SELECT WORLDWIDE ETF (DWLD, ETF).

5-Year PerformanceDWLD has outperformed YLD, delivering a return of +8.8% compared to +4.8%

YLD vs DWLD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
YLD
$573M
DWLD
$568M
Expense Ratio
Winner
YLD
0.39%
DWLD
0.62%
Max Drawdown
Winner
YLD
30.34%
DWLD
40.86%
Sharpe Ratio
YLD
0.46
Winner
DWLD
0.75
5Y Beta
Winner
YLD
0.25
DWLD
0.86
P/E Ratio
YLD
N/A
DWLD
24.96
Forward P/E
YLD
N/A
DWLD
12.46
PEG Ratio
YLD
N/A
DWLD
0.23
5Y Dividends CAGR
YLD
11.41%
Winner
DWLD
57.55%
Debt to Equity
YLD
N/A
DWLD
57.52%
P/S Ratio
YLD
N/A
DWLD
0.73
P/B Ratio
YLD
N/A
DWLD
2.05

YLD vs DWLD - Historical Returns

Returns include dividend reinvestment.

1M
YLD
+0.03%
Winner
DWLD
+1.84%
3M
YLD
+1.37%
Winner
DWLD
+1.91%
6M
Winner
YLD
+2.30%
DWLD
+1.78%
1Y
YLD
+5.78%
Winner
DWLD
+14.69%
5Y(CAGR)
YLD
+4.76%
Winner
DWLD
+8.77%
10Y(CAGR)
YLD
+5.58%
Winner
DWLD
+10.84%
Max(CAGR)
YLD
+5.34%
Winner
DWLD
+10.84%

YLD vs DWLD - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearYLDDWLD
2026+3.32%+0.27%
2025+6.33%+31.54%
2024+9.15%+25.70%
2023+12.41%+18.38%
2022-8.69%-15.41%
2021+9.54%-3.23%
2020+1.18%+19.91%
2019+14.40%+29.69%
2018-3.12%-23.88%
2017+8.41%+30.10%
2016+15.82%N/A
2015-5.75%N/A

YLD vs DWLD Drawdown Comparison

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

The maximum drawdown for DWLD was -39.26%, occurring on Oct 24, 2022. Recovery took 766 trading sessions.

The current YLD drawdown is -0.18%. The current DWLD drawdown is -2.91%.

RankYLDDWLD
#1-28.34%
Jan 14, 2020 - Dec 4, 2020
-39.26%
Apr 29, 2021 - May 15, 2024
#2-13.89%
Nov 8, 2021 - Dec 1, 2023
-37.02%
Jan 26, 2018 - Sep 2, 2020
#3-13.74%
Jul 17, 2015 - Jun 1, 2016
-16.01%
Feb 14, 2025 - May 12, 2025
#4-7.78%
Aug 20, 2018 - Apr 11, 2019
-11.27%
Jan 6, 2026 - May 6, 2026
#5-5.62%
Feb 28, 2025 - Jun 4, 2025
-10.44%
May 17, 2024 - Sep 19, 2024
#6-4.66%
Sep 6, 2016 - Dec 13, 2016
-9.81%
Nov 7, 2024 - Feb 13, 2025
#7-4.54%
Jan 24, 2018 - Aug 8, 2018
-8.66%
Sep 2, 2020 - Oct 12, 2020
#8-2.61%
Apr 15, 2019 - Jun 20, 2019
-6.63%
Jun 2, 2026 - Jun 25, 2026
#9-2.40%
Jul 29, 2019 - Sep 10, 2019
-6.33%
Nov 12, 2025 - Dec 3, 2025
#10-2.35%
Mar 2, 2017 - May 23, 2017
-5.85%
Feb 17, 2021 - Apr 16, 2021
#11-1.98%
Feb 20, 2026 - Apr 8, 2026
-5.75%
Oct 12, 2020 - Nov 4, 2020
#12-1.89%
Dec 5, 2024 - Jan 24, 2025
-5.43%
Oct 7, 2024 - Nov 7, 2024
#13-1.83%
Mar 27, 2024 - May 3, 2024
-5.04%
Jan 21, 2021 - Feb 4, 2021
#14-1.81%
Oct 16, 2017 - Dec 1, 2017
-4.72%
Sep 18, 2025 - Oct 27, 2025
#15-1.76%
Aug 3, 2017 - Sep 13, 2017
-4.43%
Jul 23, 2025 - Aug 13, 2025

Correlation

Correlation between YLD and DWLD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2015 - 2026)

YLD vs DWLD dividend yield comparison.

YearYLDDWLD
20263.60%0.00%
20257.33%1.56%
20247.12%1.45%
20236.46%1.23%
20226.51%0.75%
20213.92%1.03%
20204.40%0.24%
20194.81%2.27%
20185.42%4.11%
20176.28%0.20%
20164.47%0.00%
20152.56%0.00%

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