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YLD vs EWD

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

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

YLD vs EWD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

YLD vs EWD - Historical Returns

Returns include dividend reinvestment.

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

YLD vs EWD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

YLD vs EWD Drawdown Comparison

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

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

The current EWD drawdown is -1.23%.

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

Correlation

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

0.95
-101

Dividend Comparison (1999 - 2026)

YLD vs EWD dividend yield comparison.

YearYLDEWD
20264.20%2.22%
20257.33%3.27%
20247.12%1.77%
20236.46%2.41%
20226.51%3.68%
20213.92%5.46%
20204.40%0.98%
20194.81%4.15%
20185.42%5.17%
20176.28%3.23%
20164.47%3.91%
20152.56%4.08%
20140.00%3.92%
20130.00%3.47%
20120.00%3.03%
20110.00%4.13%
20100.00%1.77%
20090.00%2.13%
20080.00%8.23%
20070.00%3.61%
20060.00%1.05%
20050.00%1.85%
20040.00%0.70%
20030.00%1.58%
20020.00%1.28%
20010.00%0.35%
20000.00%30.15%
19990.00%3.42%

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