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YLD vs QMOM

Comparison between PRINCIPAL ACTIVE HIGH YIELD ETF (FORMERLY PRINCIPAL ACTIVE INCOME ETF) (YLD, ETF) and ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF (QMOM, ETF).

5-Year PerformanceQMOM has outperformed YLD, delivering a return of +10.3% compared to +4.7%

YLD vs QMOM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
YLD
$524M
QMOM
$519M
Expense Ratio
YLD
0.39%
Winner
QMOM
0.28%
Max Drawdown
Winner
YLD
30.34%
QMOM
39.92%
Sharpe Ratio
YLD
0.71
Winner
QMOM
0.84
5Y Beta
Winner
YLD
0.25
QMOM
1.20
P/E Ratio
YLD
N/A
QMOM
53.14
Forward P/E
YLD
N/A
QMOM
19.91
5Y Dividends CAGR
YLD
11.13%
Winner
QMOM
95.10%
5Y EPS CAGR
YLD
N/A
QMOM
15.66%
Debt to Equity
YLD
N/A
QMOM
9.76%
P/S Ratio
YLD
N/A
QMOM
2.34
P/B Ratio
YLD
N/A
QMOM
5.88

YLD vs QMOM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
YLD
-0.00%
QMOM
-1.14%
3M
YLD
+1.21%
Winner
QMOM
+10.65%
6M
YLD
+2.80%
Winner
QMOM
+18.03%
1Y
YLD
+6.74%
Winner
QMOM
+22.33%
5Y(CAGR)
YLD
+4.69%
Winner
QMOM
+10.27%
10Y(CAGR)
YLD
+5.69%
Winner
QMOM
+13.17%
Max(CAGR)
YLD
+5.33%
Winner
QMOM
+12.89%

YLD vs QMOM - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearYLDQMOM
2026+2.59%+15.58%
2025+6.33%+1.42%
2024+9.15%+32.17%
2023+12.41%+13.84%
2022-8.69%-6.63%
2021+9.54%-2.71%
2020+1.18%+59.91%
2019+14.40%+29.03%
2018-3.12%-11.66%
2017+8.41%+16.06%
2016+15.82%+8.32%
2015-5.75%N/A

YLD vs QMOM Drawdown Comparison

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

The maximum drawdown for QMOM was -39.11%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.

The current YLD drawdown is -0.63%. The current QMOM drawdown is -5.93%.

RankYLDQMOM
#1-28.34%
Jan 14, 2020 - Dec 4, 2020
-39.11%
Feb 19, 2020 - Jul 6, 2020
#2-13.89%
Nov 8, 2021 - Dec 1, 2023
-38.89%
Feb 12, 2021 - Oct 11, 2024
#3-13.74%
Jul 17, 2015 - Jun 1, 2016
-31.88%
Sep 13, 2018 - Jan 13, 2020
#4-7.78%
Aug 20, 2018 - Apr 11, 2019
-26.48%
Nov 26, 2024 - Jan 15, 2026
#5-5.62%
Feb 28, 2025 - Jun 4, 2025
-15.68%
Jan 5, 2016 - Apr 14, 2016
#6-4.66%
Sep 6, 2016 - Dec 13, 2016
-12.65%
Mar 2, 2026 - Apr 13, 2026
#7-4.54%
Jan 24, 2018 - Aug 8, 2018
-11.75%
Oct 13, 2020 - Nov 6, 2020
#8-2.61%
Apr 15, 2019 - Jun 20, 2019
-11.65%
Sep 1, 2020 - Oct 5, 2020
#9-2.40%
Jul 29, 2019 - Sep 10, 2019
-10.90%
Jan 26, 2018 - Mar 12, 2018
#10-2.35%
Mar 2, 2017 - May 23, 2017
-8.59%
Nov 6, 2020 - Nov 20, 2020
#11-1.98%
Feb 20, 2026 - Apr 8, 2026
-8.25%
Jun 20, 2018 - Aug 27, 2018
#12-1.89%
Dec 5, 2024 - Jan 24, 2025
-8.17%
Mar 12, 2018 - May 18, 2018
#13-1.83%
Mar 27, 2024 - May 3, 2024
-8.08%
Feb 21, 2017 - Sep 20, 2017
#14-1.81%
Oct 16, 2017 - Dec 1, 2017
-7.88%
Dec 22, 2020 - Jan 7, 2021
#15-1.76%
Aug 3, 2017 - Sep 13, 2017
-7.28%
Jan 27, 2026 - Feb 19, 2026

Correlation

Correlation between YLD and QMOM 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 QMOM dividend yield comparison.

YearYLDQMOM
20263.00%0.00%
20257.33%0.54%
20247.12%1.40%
20236.46%0.87%
20226.51%1.59%
20213.92%0.12%
20204.40%0.08%
20194.81%0.01%
20185.42%0.05%
20176.28%0.13%
20164.47%0.34%
20152.56%0.00%

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