YLD

Principal Funds$18.80+0.01 (+0.08%)
AUM $615.2MER 0.39%NAV $18.81Holdings 140

Price Chart

Key Statistics

Previous Close

$18.79

Day Range

$18.78$18.83

52-Week Range

$18.73$19.46

Avg Volume

268.5K

Dividend Yield

7.28%

Expense Ratio

0.39%

AUM

$615.2M

Shares Outstanding

30.4M

ETF Grades

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Sector Breakdown

SectorWeight %
Real Estate100.00%

Country Allocation

CountryWeight %
United States98.30%
Other1.24%
Norway0.46%

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$73.10B
SCHHSchwab U.S. REIT ETF$11.02B
CGCPCapital Group Core Plus Income ETF$8.57B
XLREState Street Real Estate Select Sector SPDR ETF$8.12B
SPYDState Street SPDR Portfolio S&P 500 High Dividend ETF$7.50B

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 $615.2M in assets under management. The fund charges an expense ratio of 0.39%. The fund holds 140 securities in its portfolio. It falls under the Real Estate category.

Top 10 holdings represent 19.5% of the fund

RankSymbolNameWeight %SharesMarket Value
1GVMXXSTATE STREET INSTITUTIONAL US STATE ST INST US GOV MM PREM5.00%30,934,101$30.9M
2ENERGY TRANSFER LP JR SUBORDINA 02/56 VAR2.03%12,573,000$12.5M
3MATADOR RESOURCES CO COMPANY GUAR 144A 04/33 6.251.98%12,368,000$12.3M
4OLYMPUS WTR US HLDG CORP SR UNSECURED 144A 10/29 6.251.57%9,825,000$9.7M
5JAZZ SECURITIES DAC SR SECURED 144A 01/29 4.3751.54%9,734,000$9.5M
6FREEDOM MORTGAGE HOLD SR UNSECURED 144A 05/31 9.1251.50%9,079,000$9.3M
7GLOBAL AIR LEASE CO LTD SR SECURED 144A 09/27 8.751.49%9,073,000$9.2M
8SMYRNA READY MIX CONCRET SR SECURED 144A 11/28 61.48%9,140,000$9.1M
9SUNOCO LP COMPANY GUAR 144A 03/34 5.8751.47%9,352,000$9.1M
10AMERITEX HOLDCO INTERMED SR SECURED 144A 08/33 7.6251.47%8,959,000$9.1M
11CALIFORNIA BUYER/ATLANTI SR UNSECURED 144A 02/32 6.3751.47%9,330,000$9.1M
12EQUIPMENTSHARE.COM INC SECURED 144A 03/33 81.46%8,844,000$9.0M
13ICAHN ENTERPRISES/FIN SR SECURED 02/29 4.3751.45%10,589,000$9.0M
14SINCLAIR TELEVISION GROU SR SECURED 144A 02/33 8.1251.43%8,636,000$8.9M
15TRUENOORD CAPITAL DAC COMPANY GUAR 144A 03/30 8.751.42%8,476,000$8.8M
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
+0.08%
1W
-0.37%
1M
-0.76%
3M
-1.21%
6M
-0.21%
YTD
-0.95%
1Y
-2.79%
3Y
+3.07%
5Y
-10.25%

Moving Averages

20-Day MA

$18.93

Below 20-Day MA
50-Day MA

$18.93

Below 50-Day MA
200-Day MA

$19.00

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$19.46

Current Price

$18.80

52-Week Low

$18.73

$18.73$19.46

Current Yield

7.28%

Annual Dividend

$0.4538

Frequency

12x/year

Last Ex-Date

Sep 1, 2026

Dividend History

Ex-DateAmountPay Date
Sep 1, 2026$0.1131Sep 3, 2026
Aug 3, 2026$0.1156Aug 5, 2026
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

Dividend Payments Over Time

Category Comparison

MetricYLDReal Estate(114 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio0.39%0.57%0.81%
AUM$615.2M$1.47B$380.4M
Dividend Yield7.28%5.09%6.78%
Avg Volume268.5K403.3K108.4K
Holdings14010785
Performance
1-Month Return-0.74%-3.62%-1.30%
6-Month Return-1.05%-1.47%+0.97%
YTD Return-1.00%+4.52%+5.11%
1-Year Return-1.16%+4.29%+4.32%

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