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