YLD

Principal Funds$19.07-0.01 (-0.05%)
AUM $523.9MER 0.39%NAV $19.02Holdings 137

Price Chart

Key Statistics

Previous Close

$19.08

Day Range

$18.95$19.07

52-Week Range

$18.73$19.46

Avg Volume

236.0K

Dividend Yield

7.28%

Expense Ratio

0.39%

AUM

$523.9M

Shares Outstanding

25.9M

ETF Grades

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Sector Breakdown

SectorWeight %
Real Estate100.00%

Country Allocation

CountryWeight %
Other95.92%
United States4.08%

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
IAUiShares Gold Trust$72.97B
VNQVanguard Real Estate ETF$64.60B
SCHHSchwab U.S. REIT ETF$9.80B
XLREState Street Real Estate Select Sector SPDR ETF$7.84B
IAUMiShares Gold Trust Micro$7.36B

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 $523.9M in assets under management. The fund charges an expense ratio of 0.39%. The fund holds 137 securities in its portfolio. It falls under the Real Estate category.

Top 10 holdings represent 18.7% of the fund

RankSymbolNameWeight %SharesMarket Value
1GVMXXSTATE STREET INSTITUTIONAL US STATE ST INST US GOV MM PREM4.08%21,101,632$21.1M
2ENERGY TRANSFER LP JR SUBORDINA 02/56 VAR2.04%10,502,000$10.5M
3MATADOR RESOURCES CO COMPANY GUAR 144A 04/33 6.252.02%10,297,000$10.4M
4OLYMPUS WTR US HLDG CORP SR UNSECURED 144A 10/29 6.251.54%8,190,000$8.0M
5JAZZ SECURITIES DAC SR SECURED 144A 01/29 4.3751.53%8,099,000$7.9M
6FREEDOM MORTGAGE HOLD SR UNSECURED 144A 05/31 9.1251.51%7,553,000$7.8M
7CALIFORNIA BUYER/ATLANTI SR UNSECURED 144A 02/32 6.3751.51%7,804,000$7.8M
8GLOBAL AIR LEASE CO LTD SR SECURED 144A 09/27 8.751.49%7,547,000$7.7M
9LIGHTNING POWER LLC SR SECURED 144A 08/32 7.251.48%7,207,000$7.7M
10ICAHN ENTERPRISES/FIN SR SECURED 02/29 4.3751.48%8,845,000$7.7M
11SMYRNA READY MIX CONCRET SR SECURED 144A 11/28 61.47%7,614,000$7.6M
12CARVANA CO SR SECURED 144A 06/30 91.46%7,245,000$7.5M
13UBS GROUP AG JR SUBORDINA 144A 12/99 VAR1.43%7,235,000$7.4M
14CREDIT ACCEPTANC COMPANY GUAR 144A 12/28 9.251.42%7,045,000$7.3M
15VENTURE GLOBAL LNG INC SR SECURED 144A 02/29 9.51.40%6,634,000$7.2M
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
-0.05%
1W
+0.21%
1M
+1.76%
3M
-0.68%
6M
-1.19%
YTD
+0.37%
1Y
+0.79%
3Y
+3.42%
5Y
-7.92%

Moving Averages

20-Day MA

$18.95

Above 20-Day MA
50-Day MA

$18.98

Above 50-Day MA
200-Day MA

$19.14

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$19.46

Current Price

$19.07

52-Week Low

$18.73

$18.73$19.46

Current Yield

7.28%

Annual Dividend

$0.4826

Frequency

12x/year

Last Ex-Date

Apr 1, 2026

Dividend History

Ex-DateAmountPay Date
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 1, 2025$0.1185Dec 3, 2025
Nov 3, 2025$0.1177Nov 5, 2025
Oct 1, 2025$0.1091Oct 3, 2025
Sep 2, 2025$0.1029Sep 4, 2025
Aug 1, 2025$0.1090Aug 5, 2025
Jul 1, 2025$0.1162Jul 3, 2025
Jun 2, 2025$0.1173Jun 4, 2025
May 1, 2025$0.1158May 5, 2025
Apr 1, 2025$0.1103Apr 3, 2025
Mar 3, 2025$0.1166Mar 5, 2025
Feb 3, 2025$0.1198Feb 5, 2025
Dec 27, 2024$0.1256Dec 31, 2024
Dec 2, 2024$0.1209Dec 4, 2024
Nov 1, 2024$0.1193Nov 5, 2024
Oct 1, 2024$0.1154Oct 3, 2024
Sep 3, 2024$0.1109Sep 5, 2024

Dividend Payments Over Time

Category Comparison

MetricYLDReal Estate(117 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio0.39%0.57%0.80%
AUM$523.9M$1.99B$325.7M
Dividend Yield7.28%4.93%6.78%
Avg Volume236.0K537.0K144.4K
Holdings1378283
Performance
1-Month Return+0.85%+6.97%+3.51%
6-Month Return-0.73%+4.39%-0.34%
YTD Return+0.37%+6.92%+2.47%
1-Year Return+1.44%+15.55%+13.40%

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