YLD

Principal Funds$19.00-0.03 (-0.13%)
AUM $572.2MER 0.39%NAV $18.82Holdings 147

Price Chart

Key Statistics

Previous Close

$19.02

Day Range

$18.99$19.00

52-Week Range

$18.73$19.46

Avg Volume

174.5K

Dividend Yield

7.28%

Expense Ratio

0.39%

AUM

$572.2M

Shares Outstanding

30.4M

ETF Grades

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Sector Breakdown

SectorWeight %
Real Estate100.00%

Country Allocation

CountryWeight %
Other95.76%
United States4.24%

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$11.38B
CGCPCapital Group Core Plus Income ETF$8.58B
XLREState Street Real Estate Select Sector SPDR ETF$8.49B
SPYDState Street SPDR Portfolio S&P 500 High Dividend ETF$7.75B

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 $572.2M 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 18.7% of the fund

RankSymbolNameWeight %SharesMarket Value
1GVMXXSTATE STREET INSTITUTIONAL US STATE ST INST US GOV MM PREM4.24%25,215,653$25.2M
2ENERGY TRANSFER LP JR SUBORDINA 02/56 VAR2.02%11,965,000$12.0M
3MATADOR RESOURCES CO COMPANY GUAR 144A 04/33 6.251.98%11,760,000$11.8M
4OLYMPUS WTR US HLDG CORP SR UNSECURED 144A 10/29 6.251.56%9,345,000$9.3M
5JAZZ SECURITIES DAC SR SECURED 144A 01/29 4.3751.53%9,254,000$9.1M
6FREEDOM MORTGAGE HOLD SR UNSECURED 144A 05/31 9.1251.50%8,631,000$8.9M
7AMERITEX HOLDCO INTERMED SR SECURED 144A 08/33 7.6251.49%8,511,000$8.9M
8SUNOCO LP COMPANY GUAR 144A 03/34 5.8751.48%8,904,000$8.8M
9GLOBAL AIR LEASE CO LTD SR SECURED 144A 09/27 8.751.48%8,625,000$8.8M
10CALIFORNIA BUYER/ATLANTI SR UNSECURED 144A 02/32 6.3751.47%8,882,000$8.7M
11SMYRNA READY MIX CONCRET SR SECURED 144A 11/28 61.46%8,692,000$8.7M
12EQUIPMENTSHARE.COM INC SECURED 144A 03/33 81.46%8,428,000$8.7M
13ICAHN ENTERPRISES/FIN SR SECURED 02/29 4.3751.46%10,077,000$8.7M
14SINCLAIR TELEVISION GROU SR SECURED 144A 02/33 8.1251.44%8,220,000$8.6M
15CARVANA CO TERM LOAN B1.41%8,400,000$8.4M
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
-0.13%
1W
+0.37%
1M
+0.40%
3M
-0.50%
6M
-0.71%
YTD
-0.03%
1Y
-1.58%
3Y
+3.85%
5Y
-9.11%

Moving Averages

20-Day MA

$18.93

Above 20-Day MA
50-Day MA

$18.96

Above 50-Day MA
200-Day MA

$19.01

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$19.46

Current Price

$19.00

52-Week Low

$18.73

$18.73$19.46

Current Yield

7.28%

Annual Dividend

$0.4544

Frequency

12x/year

Last Ex-Date

Aug 3, 2026

Dividend History

Ex-DateAmountPay Date
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
Jul 1, 2025$0.1162Jul 3, 2025

Dividend Payments Over Time

Category Comparison

MetricYLDReal Estate(115 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio0.39%0.56%0.81%
AUM$572.2M$1.48B$365.4M
Dividend Yield7.28%4.97%6.78%
Avg Volume174.5K368.7K105.7K
Holdings14710584
Performance
1-Month Return+0.38%+0.60%+2.59%
6-Month Return+0.05%+4.85%+4.32%
YTD Return+0.05%+8.89%+6.13%
1-Year Return-0.11%+8.31%+4.45%

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