YLD vs. STXM ETF Comparison
Comparison of Principal Exchange-Traded Funds Principal EDGE Active Income ETF (YLD) to Strive Mid-Cap ETF (STXM)
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
$19.60
Average Daily Volume
62,102
56
STXM
Strive Mid-Cap ETF
STXM Description
STXM provides exposure to the US mid-cap space. Starting with a broad, total market universe of 1500 US stocks, the index selects securities ranked 501 to 900 by market capitalization. Eligible securities must be listed on a US exchange and have a free float of at least 10% of its total shares outstanding. The index includes common stock and real estate investment trusts. Selected securities are weighted by market capitalization. The fund intends to utilize a replication strategy, which means it will invest all of its assets in the securities comprising the index. However, the adviser may use a sampling strategy if it is determined to be in the best interest of shareholders. The index rebalances semi-annually in January and July.Grade (RS Rating)
Last Trade
$25.97
Average Daily Volume
3,759
10
Performance
| Period | YLD | STXM |
|---|---|---|
| 30 Days | 1.50% | 3.13% |
| 60 Days | 2.77% | 3.95% |
| 90 Days | 4.69% | 8.31% |
| 12 Months | 15.78% |
1 Overlapping Holdings
| Symbol | Grade | Weight in YLD | Weight in STXM | Overlap | |
|---|---|---|---|---|---|
| PKG | B | 0.47% | 0.55% | 0.47% |
YLD Overweight 55 Positions Relative to STXM
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 0.88% | |
| CMCSA | C | 0.86% | |
| IPG | C | 0.81% | |
| AMAT | D | 0.78% | |
| KKR | B | 0.77% | |
| BLK | B | 0.75% | |
| JPM | D | 0.72% | |
| MDT | B | 0.71% | |
| MCHP | D | 0.71% | |
| HD | B | 0.67% | |
| TSCO | B | 0.66% | |
| COST | C | 0.65% | |
| ABT | C | 0.64% | |
| SBUX | C | 0.6% | |
| EWBC | C | 0.56% | |
| DLR | B | 0.54% | |
| ARE | C | 0.53% | |
| MPW | C | 0.5% | |
| TFX | B | 0.49% | |
| NDSN | C | 0.48% | |
| HON | C | 0.48% | |
| APD | B | 0.47% | |
| DE | A | 0.45% | |
| MRK | F | 0.44% | |
| XEL | B | 0.44% | |
| ALE | A | 0.43% | |
| CB | B | 0.42% | |
| BCE | C | 0.41% | |
| MPC | F | 0.4% | |
| FNF | B | 0.4% | |
| PCAR | D | 0.4% | |
| WEC | B | 0.39% | |
| PSA | C | 0.37% | |
| LECO | D | 0.37% | |
| HRL | F | 0.37% | |
| EOG | D | 0.36% | |
| ES | B | 0.35% | |
| BOH | D | 0.32% | |
| SAP | B | 0.31% | |
| PFE | D | 0.3% | |
| MGA | D | 0.3% | |
| CVX | F | 0.3% | |
| GOLF | F | 0.3% | |
| HAS | B | 0.28% | |
| BR | C | 0.28% | |
| JNJ | C | 0.26% | |
| LCII | C | 0.25% | |
| SNA | B | 0.25% | |
| TSN | D | 0.23% | |
| CFR | C | 0.19% | |
| XOM | D | 0.09% | |
| USB | C | 0.09% | |
| COLB | B | 0.09% | |
| VFC | B | 0.06% | |
| WASH | C | 0.02% |
YLD: Top Represented Industries & Keywords
STXM: Top Represented Industries & Keywords
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