YLD

Principal Funds$18.89-0.01 (-0.08%)
AUM $567.3MER 0.39%NAV $18.82Holdings 147

Price Chart

Key Statistics

Previous Close

$18.91

Day Range

$18.83$18.90

52-Week Range

$18.73$19.46

Avg Volume

193.5K

Dividend Yield

7.28%

Expense Ratio

0.39%

AUM

$567.3M

Shares Outstanding

30.3M

ETF Grades

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Sector Breakdown

SectorWeight %
Real Estate100.00%

Country Allocation

CountryWeight %
Other97.56%
United States2.44%

Fund Information

Category
Real Estate
Inception Date
Jul 7, 2015
Exchange
NYSE_ARCA
Description
The investment seeks to provide a high level of current income. The fund is an actively managed exchange-traded fund that invests in below-investment-grade fixed-income securities.

Similar ETFs

SymbolNameAUM
VNQVanguard Real Estate ETF$71.40B
IAUiShares Gold Trust$64.29B
SCHHSchwab U.S. REIT ETF$11.49B
XLREState Street Real Estate Select Sector SPDR ETF$8.53B
CGCPCapital Group Core Plus Income ETF$8.39B

The Principal Active High Yield ETF (YLD) is an exchange-traded fund issued by Principal Funds that launched on Jul 7, 2015. It currently manages $567.3M in assets under management. The fund charges an expense ratio of 0.39%. The fund holds 147 securities in its portfolio. It falls under the Real Estate category.

Top 10 holdings represent 17.1% of the fund

RankSymbolNameWeight %SharesMarket Value
1GVMXXSTATE STREET INSTITUTIONAL US STATE ST INST US GOV MM PREM2.44%13,808,163$13.8M
2ENERGY TRANSFER LP JR SUBORDINA 02/56 VAR2.04%11,585,000$11.6M
3MATADOR RESOURCES CO COMPANY GUAR 144A 04/33 6.251.99%11,380,000$11.3M
4OLYMPUS WTR US HLDG CORP SR UNSECURED 144A 10/29 6.251.57%9,045,000$8.9M
5JAZZ SECURITIES DAC SR SECURED 144A 01/29 4.3751.54%8,954,000$8.7M
6FREEDOM MORTGAGE HOLD SR UNSECURED 144A 05/31 9.1251.52%8,351,000$8.6M
7CALIFORNIA BUYER/ATLANTI SR UNSECURED 144A 02/32 6.3751.50%8,602,000$8.5M
8AMERITEX HOLDCO INTERMED SR SECURED 144A 08/33 7.6251.50%8,231,000$8.5M
9ICAHN ENTERPRISES/FIN SR SECURED 02/29 4.3751.50%9,757,000$8.5M
10SUNOCO LP COMPANY GUAR 144A 03/34 5.8751.49%8,624,000$8.5M
11GLOBAL AIR LEASE CO LTD SR SECURED 144A 09/27 8.751.49%8,345,000$8.4M
12SMYRNA READY MIX CONCRET SR SECURED 144A 11/28 61.48%8,412,000$8.4M
13CARVANA CO SR SECURED 144A 06/30 91.45%7,986,000$8.2M
14EQUIPMENTSHARE.COM INC SECURED 144A 03/33 81.45%8,168,000$8.2M
15SINCLAIR TELEVISION GROU SR SECURED 144A 02/33 8.1251.44%7,960,000$8.2M
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
-0.08%
1W
-0.24%
1M
-1.02%
3M
-1.07%
6M
-1.43%
YTD
-0.55%
1Y
-2.05%
3Y
+2.52%
5Y
-9.77%

Moving Averages

20-Day MA

$18.95

Below 20-Day MA
50-Day MA

$18.98

Below 50-Day MA
200-Day MA

$19.04

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$19.46

Current Price

$18.89

52-Week Low

$18.73

$18.73$19.46

Current Yield

7.28%

Annual Dividend

$0.4549

Frequency

12x/year

Last Ex-Date

Jul 1, 2026

Dividend History

Ex-DateAmountPay Date
Jul 1, 2026$0.1153Jul 6, 2026
Jun 1, 2026$0.1098Jun 3, 2026
May 1, 2026$0.1137May 5, 2026
Apr 1, 2026$0.1161Apr 6, 2026
Mar 2, 2026$0.1116Mar 4, 2026
Feb 2, 2026$0.1159Feb 4, 2026
Dec 29, 2025$0.1390Dec 31, 2025
Dec 29, 2025$0.1390Dec 31, 2025
Dec 1, 2025$0.1185Dec 3, 2025
Dec 1, 2025$0.1185Dec 3, 2025
Nov 3, 2025$0.1177Nov 5, 2025
Nov 3, 2025$0.1177Nov 5, 2025
Oct 1, 2025$0.1091Oct 3, 2025
Oct 1, 2025$0.1091Oct 3, 2025
Sep 2, 2025$0.1029Sep 4, 2025
Sep 2, 2025$0.1029Sep 4, 2025
Aug 1, 2025$0.1090Aug 5, 2025
Aug 1, 2025$0.1090Aug 5, 2025
Jul 1, 2025$0.1162Jul 3, 2025
Jul 1, 2025$0.1162Jul 3, 2025

Dividend Payments Over Time

Category Comparison

MetricYLDReal Estate(114 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio0.39%0.54%0.81%
AUM$567.3M$1.99B$355.3M
Dividend Yield7.28%5.12%6.78%
Avg Volume193.5K419.3K108.9K
Holdings14710081
Performance
1-Month Return-0.71%+0.63%-1.39%
6-Month Return+0.56%+6.84%+3.73%
YTD Return-0.60%+9.46%+3.25%
1-Year Return-1.02%+8.17%+1.47%

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