YLD vs. SDP ETF Comparison

Comparison of Principal Exchange-Traded Funds Principal EDGE Active Income ETF (YLD) to ProShares UltraShort Utilities (SDP)
YLD

Principal Exchange-Traded Funds Principal EDGE Active Income ETF

YLD Description

The investment seeks to provide current income. The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal circumstances, its assets in investment grade and non-investment grade fixed income securities (commonly known as "junk bonds") and in equity securities. The fund's Sub-Advisors, actively and tactically allocates the fund's assets among fixed income securities and equity securities in an effort to take advantage of changing economic conditions that Edge believes favors one asset class over another.

Grade (RS Rating)

Last Trade

$19.05

Average Daily Volume

77,844

Number of Holdings *

56

* may have additional holdings in another (foreign) market
SDP

ProShares UltraShort Utilities

SDP Description The investment seeks daily investment results, before fees and expenses, that correspond to two times the inverse (-2x) of the daily performance of the Dow Jones U.S. UtilitiesSM Index. The fund invests in derivatives that ProShare Advisors believes, in combination, should have similar daily return characteristics as two times the inverse (-2x) of the daily return of the index. The index measures the performance of the utilities sector of the U.S. equity market. Component companies include, among others, electric utilities, gas utilities, multi-utilities and water utilities. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$10.60

Average Daily Volume

15,396

Number of Holdings *

46

* may have additional holdings in another (foreign) market
Performance
Period YLD SDP
30 Days 1.12% 6.26%
60 Days 1.55% -3.36%
90 Days 1.18% -6.88%
12 Months 10.94% -11.96%
4 Overlapping Holdings
Symbol Grade Weight in YLD Weight in SDP Overlap
ALE B 0.43% 0.42% 0.42%
ES F 0.35% 2.81% 0.35%
WEC D 0.39% 2.98% 0.39%
XEL D 0.44% 3.36% 0.44%
YLD Overweight 52 Positions Relative to SDP
Symbol Grade Weight
AAPL B 0.88%
CMCSA C 0.86%
IPG F 0.81%
AMAT B 0.78%
KKR B 0.77%
BLK B 0.75%
JPM A 0.72%
MDT D 0.71%
MCHP C 0.71%
HD B 0.67%
TSCO C 0.66%
COST B 0.65%
ABT D 0.64%
SBUX F 0.6%
EWBC C 0.56%
DLR A 0.54%
ARE C 0.53%
MPW F 0.5%
TFX D 0.49%
NDSN D 0.48%
HON B 0.48%
PKG B 0.47%
APD D 0.47%
DE D 0.45%
MRK C 0.44%
CB C 0.42%
BCE F 0.41%
MPC D 0.4%
FNF C 0.4%
PCAR D 0.4%
PSA B 0.37%
LECO D 0.37%
HRL F 0.37%
EOG C 0.36%
BOH D 0.32%
SAP A 0.31%
PFE C 0.3%
MGA F 0.3%
CVX C 0.3%
GOLF C 0.3%
HAS C 0.28%
BR C 0.28%
JNJ F 0.26%
LCII F 0.25%
SNA D 0.25%
TSN C 0.23%
CFR C 0.19%
XOM C 0.09%
USB C 0.09%
COLB D 0.09%
VFC C 0.06%
WASH C 0.02%
YLD Underweight 42 Positions Relative to SDP
Symbol Grade Weight
NEE D -12.13%
SO B -6.91%
D D -6.77%
DUK D -6.69%
AEP C -4.77%
EXC D -4.51%
SRE B -4.34%
ED D -2.94%
PEG B -2.93%
EIX D -2.7%
FE D -2.6%
PPL D -2.56%
DTE C -2.52%
ETR C -2.46%
AWK B -2.31%
AEE D -1.92%
CMS D -1.82%
EVRG C -1.5%
LNT C -1.35%
ATO B -1.34%
AES D -1.33%
CNP A -1.33%
WTRG C -1.07%
NI B -1.06%
PNW C -1.03%
VST C -1.01%
NRG C -0.95%
UGI C -0.91%
MDU B -0.58%
IDA C -0.54%
HE F -0.51%
POR C -0.51%
OGS C -0.49%
BKH C -0.49%
SR C -0.42%
SWX D -0.41%
NJR C -0.41%
PNM D -0.4%
NFG D -0.38%
NWE C -0.37%
AVA C -0.32%
AGR C -0.28%
Compare ETFs