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YLD vs WIP

Comparison between PRINCIPAL ACTIVE HIGH YIELD ETF (FORMERLY PRINCIPAL ACTIVE INCOME ETF) (YLD, ETF) and SPDR(R) FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF (WIP, ETF).

5-Year PerformanceYLD has outperformed WIP, delivering a return of +4.8% compared to -0.8%

YLD vs WIP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
YLD
$546M
WIP
$546M
Expense Ratio
Winner
YLD
0.39%
WIP
0.50%
Max Drawdown
Winner
YLD
30.34%
WIP
44.40%
Sharpe Ratio
Winner
YLD
0.78
WIP
0.58
5Y Beta
YLD
0.25
Winner
WIP
0.16
5Y Dividends CAGR
YLD
11.13%
Winner
WIP
11.33%

YLD vs WIP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
YLD
+0.84%
WIP
-0.10%
3M
Winner
YLD
+2.88%
WIP
+2.82%
6M
YLD
+3.77%
Winner
WIP
+4.91%
1Y
YLD
+7.28%
Winner
WIP
+7.90%
5Y(CAGR)
Winner
YLD
+4.83%
WIP
-0.78%
10Y(CAGR)
Winner
YLD
+5.79%
WIP
+1.62%
Max(CAGR)
Winner
YLD
+5.38%
WIP
+1.27%

YLD vs WIP - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearYLDWIP
2026+3.13%+4.44%
2025+6.33%+15.10%
2024+9.15%-7.26%
2023+12.41%+9.33%
2022-8.69%-14.92%
2021+9.54%-3.85%
2020+1.18%+8.19%
2019+14.40%+8.74%
2018-3.12%-6.13%
2017+8.41%+12.80%
2016+15.82%+4.58%
2015-5.75%-9.68%
2014N/A+0.52%
2013N/A-5.45%
2012N/A+13.80%
2011N/A+2.43%
2010N/A+5.49%
2009N/A+17.38%
2008N/A-18.73%

YLD vs WIP Drawdown Comparison

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

The maximum drawdown for WIP was -29.59%, occurring on Nov 21, 2008. Recovery took 559 trading sessions.

The current YLD drawdown is -0.11%. The current WIP drawdown is -3.99%.

RankYLDWIP
#1-28.34%
Jan 14, 2020 - Dec 4, 2020
-29.59%
Jul 15, 2008 - Oct 1, 2010
#2-13.89%
Nov 8, 2021 - Dec 1, 2023
-28.84%
Jun 10, 2021 - Sep 27, 2022
#3-13.74%
Jul 17, 2015 - Jun 1, 2016
-20.04%
Jan 26, 2018 - Nov 16, 2020
#4-7.78%
Aug 20, 2018 - Apr 11, 2019
-19.13%
Jul 23, 2014 - Jan 23, 2018
#5-5.62%
Feb 28, 2025 - Jun 4, 2025
-11.08%
Aug 17, 2011 - Sep 7, 2012
#6-4.66%
Sep 6, 2016 - Dec 13, 2016
-10.51%
May 1, 2013 - Jun 30, 2014
#7-4.54%
Jan 24, 2018 - Aug 8, 2018
-7.74%
Nov 4, 2010 - Mar 21, 2011
#8-2.61%
Apr 15, 2019 - Jun 20, 2019
-5.48%
Dec 31, 2020 - Jun 4, 2021
#9-2.40%
Jul 29, 2019 - Sep 10, 2019
-4.07%
Apr 29, 2011 - Jul 29, 2011
#10-2.35%
Mar 2, 2017 - May 23, 2017
-4.00%
Mar 27, 2008 - Jul 11, 2008
#11-1.98%
Feb 20, 2026 - Apr 8, 2026
-3.32%
Jan 14, 2013 - Apr 29, 2013
#12-1.89%
Dec 5, 2024 - Jan 24, 2025
-2.86%
Aug 3, 2011 - Aug 15, 2011
#13-1.83%
Mar 27, 2024 - May 3, 2024
-2.81%
Oct 14, 2010 - Nov 4, 2010
#14-1.81%
Oct 16, 2017 - Dec 1, 2017
-1.58%
Oct 17, 2012 - Nov 28, 2012
#15-1.76%
Aug 3, 2017 - Sep 13, 2017
-1.40%
Dec 31, 2012 - Jan 11, 2013

Correlation

Correlation between YLD and WIP is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.38
-101

Dividend Comparison (2008 - 2026)

YLD vs WIP dividend yield comparison.

YearYLDWIP
20262.98%2.58%
20257.33%5.51%
20247.12%6.06%
20236.46%6.54%
20226.51%11.15%
20213.92%4.63%
20204.40%1.59%
20194.81%2.49%
20185.42%4.05%
20176.28%1.91%
20164.47%1.27%
20152.56%1.14%
20140.00%2.56%
20130.00%2.38%
20120.00%2.48%
20110.00%4.65%
20100.00%2.36%
20090.00%0.75%
20080.00%5.40%

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