StockComparison Logo
vs

YLD vs FNY

Comparison between PRINCIPAL ACTIVE HIGH YIELD ETF (FORMERLY PRINCIPAL ACTIVE INCOME ETF) (YLD, ETF) and FIRST TRUST MID CAP GROWTH ALPHADEX FUND (FNY, ETF).

5-Year PerformanceFNY has outperformed YLD, delivering a return of +7.8% compared to +4.7%

YLD vs FNY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
YLD
$524M
FNY
$518M
Expense Ratio
Winner
YLD
0.39%
FNY
0.73%
Max Drawdown
Winner
YLD
30.34%
FNY
38.91%
Sharpe Ratio
YLD
0.71
Winner
FNY
1.11
5Y Beta
Winner
YLD
0.25
FNY
1.15
P/E Ratio
YLD
N/A
FNY
57.82
Forward P/E
YLD
N/A
FNY
21.42
5Y Dividends CAGR
YLD
11.13%
Winner
FNY
28.49%
5Y EPS CAGR
YLD
N/A
FNY
16.88%
Debt to Equity
YLD
N/A
FNY
-11.28%
P/S Ratio
YLD
N/A
FNY
3.03
P/B Ratio
YLD
N/A
FNY
4.85

YLD vs FNY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
YLD
-0.00%
FNY
-0.85%
3M
YLD
+1.21%
Winner
FNY
+7.89%
6M
YLD
+2.80%
Winner
FNY
+9.76%
1Y
YLD
+6.74%
Winner
FNY
+27.18%
5Y(CAGR)
YLD
+4.69%
Winner
FNY
+7.79%
10Y(CAGR)
YLD
+5.69%
Winner
FNY
+13.32%
Max(CAGR)
YLD
+5.33%
Winner
FNY
+11.45%

YLD vs FNY - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearYLDFNY
2026+2.59%+9.61%
2025+6.33%+13.68%
2024+9.15%+19.64%
2023+12.41%+22.92%
2022-8.69%-23.74%
2021+9.54%+14.74%
2020+1.18%+36.26%
2019+14.40%+32.87%
2018-3.12%-8.16%
2017+8.41%+24.37%
2016+15.82%+11.51%
2015-5.75%-0.73%
2014N/A+6.60%
2013N/A+33.44%
2012N/A+9.65%
2011N/A-8.53%

YLD vs FNY Drawdown Comparison

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

The maximum drawdown for FNY was -38.91%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The current YLD drawdown is -0.63%. The current FNY drawdown is -3.82%.

RankYLDFNY
#1-28.34%
Jan 14, 2020 - Dec 4, 2020
-38.91%
Feb 19, 2020 - Aug 3, 2020
#2-13.89%
Nov 8, 2021 - Dec 1, 2023
-33.94%
Nov 8, 2021 - Sep 19, 2024
#3-13.74%
Jul 17, 2015 - Jun 1, 2016
-29.03%
Sep 14, 2018 - Jul 24, 2019
#4-7.78%
Aug 20, 2018 - Apr 11, 2019
-25.68%
Jul 7, 2011 - Jan 15, 2013
#5-5.62%
Feb 28, 2025 - Jun 4, 2025
-24.97%
Nov 25, 2024 - Aug 28, 2025
#6-4.66%
Sep 6, 2016 - Dec 13, 2016
-19.89%
Jun 23, 2015 - Sep 2, 2016
#7-4.54%
Jan 24, 2018 - Aug 8, 2018
-13.89%
Feb 12, 2021 - Jun 25, 2021
#8-2.61%
Apr 15, 2019 - Jun 20, 2019
-12.85%
Jul 1, 2014 - Nov 24, 2014
#9-2.40%
Jul 29, 2019 - Sep 10, 2019
-12.01%
Jan 22, 2026 - Apr 17, 2026
#10-2.35%
Mar 2, 2017 - May 23, 2017
-10.16%
Oct 27, 2025 - Dec 11, 2025
#11-1.98%
Feb 20, 2026 - Apr 8, 2026
-9.89%
Sep 7, 2016 - Dec 7, 2016
#12-1.89%
Dec 5, 2024 - Jan 24, 2025
-9.44%
Apr 29, 2011 - Jul 6, 2011
#13-1.83%
Mar 27, 2024 - May 3, 2024
-9.03%
Jan 26, 2018 - Mar 9, 2018
#14-1.81%
Oct 16, 2017 - Dec 1, 2017
-8.54%
May 21, 2013 - Jul 22, 2013
#15-1.76%
Aug 3, 2017 - Sep 13, 2017
-8.32%
Oct 13, 2020 - Nov 5, 2020

Correlation

Correlation between YLD and FNY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2011 - 2026)

YLD vs FNY dividend yield comparison.

YearYLDFNY
20263.00%0.00%
20257.33%0.03%
20247.12%0.56%
20236.46%0.24%
20226.51%0.24%
20213.92%0.00%
20204.40%0.25%
20194.81%0.28%
20185.42%0.06%
20176.28%0.21%
20164.47%0.60%
20152.56%0.46%
20140.00%0.22%
20130.00%0.35%
20120.00%0.50%
20110.00%0.02%

Select Stocks to Compare