YLD vs. SVAL ETF Comparison
Comparison of Principal Exchange-Traded Funds Principal EDGE Active Income ETF (YLD) to iShares US Small Cap Value Factor ETF (SVAL)
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
$19.48
Average Daily Volume
62,903
Number of Holdings
*
56
* may have additional holdings in another (foreign) market
SVAL
iShares US Small Cap Value Factor ETF
SVAL Description
The investment seeks to track the investment results of the Russell 2000 Focused Value Select Index composed of U.S. small-capitalization stocks with prominent value characteristics. The index measures the performance of small-capitalization U.S. companies with prominent value factor characteristics, as determined by the index provider. The fund generally will invest at least 80% of its assets in the component securities and other instruments of the index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.Grade (RS Rating)
Last Trade
$31.90
Average Daily Volume
86,097
Number of Holdings
*
228
* may have additional holdings in another (foreign) market
Performance
| Period | YLD | SVAL |
|---|---|---|
| 30 Days | 1.27% | 0.31% |
| 60 Days | 3.62% | 5.53% |
| 90 Days | 4.26% | 11.40% |
| 12 Months | 16.58% | 22.81% |
YLD Overweight 53 Positions Relative to SVAL
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 0.88% | |
| CMCSA | B | 0.86% | |
| IPG | D | 0.81% | |
| AMAT | C | 0.78% | |
| KKR | A | 0.77% | |
| BLK | A | 0.75% | |
| JPM | C | 0.72% | |
| MDT | C | 0.71% | |
| MCHP | F | 0.71% | |
| HD | A | 0.67% | |
| TSCO | A | 0.66% | |
| COST | C | 0.65% | |
| ABT | C | 0.64% | |
| SBUX | B | 0.6% | |
| EWBC | B | 0.56% | |
| DLR | C | 0.54% | |
| ARE | D | 0.53% | |
| MPW | C | 0.5% | |
| TFX | C | 0.49% | |
| NDSN | C | 0.48% | |
| HON | C | 0.48% | |
| PKG | B | 0.47% | |
| APD | C | 0.47% | |
| DE | C | 0.45% | |
| MRK | F | 0.44% | |
| XEL | C | 0.44% | |
| CB | A | 0.42% | |
| BCE | D | 0.41% | |
| MPC | D | 0.4% | |
| FNF | C | 0.4% | |
| PCAR | D | 0.4% | |
| WEC | B | 0.39% | |
| PSA | C | 0.37% | |
| LECO | D | 0.37% | |
| HRL | F | 0.37% | |
| EOG | B | 0.36% | |
| ES | D | 0.35% | |
| BOH | D | 0.32% | |
| SAP | C | 0.31% | |
| PFE | D | 0.3% | |
| MGA | D | 0.3% | |
| CVX | B | 0.3% | |
| GOLF | F | 0.3% | |
| HAS | A | 0.28% | |
| BR | B | 0.28% | |
| JNJ | D | 0.26% | |
| SNA | C | 0.25% | |
| TSN | D | 0.23% | |
| CFR | B | 0.19% | |
| XOM | A | 0.09% | |
| USB | C | 0.09% | |
| COLB | C | 0.09% | |
| VFC | A | 0.06% |
YLD Underweight 225 Positions Relative to SVAL
| Symbol | Grade | Weight | |
|---|---|---|---|
| EBC | B | -0.9% | |
| SKYW | B | -0.71% | |
| MHO | C | -0.71% | |
| PATK | A | -0.67% | |
| HTLF | B | -0.67% | |
| MLI | B | -0.67% | |
| TILE | C | -0.66% | |
| KBH | D | -0.65% | |
| LC | D | -0.64% | |
| MTH | C | -0.59% | |
| UMBF | C | -0.59% | |
| LOB | B | -0.58% | |
| AX | D | -0.58% | |
| TPH | C | -0.58% | |
| TMHC | C | -0.58% | |
| ARIS | B | -0.58% | |
| MBIN | C | -0.57% | |
| FBK | B | -0.57% | |
| GBCI | B | -0.56% | |
| MATX | C | -0.56% | |
| AKR | B | -0.56% | |
| UVSP | B | -0.55% | |
| UVE | C | -0.55% | |
| CALM | A | -0.54% | |
| CCS | C | -0.54% | |
| KFY | C | -0.54% | |
| HSII | D | -0.53% | |
| NMIH | B | -0.53% | |
| STGW | B | -0.53% | |
| INVA | B | -0.52% | |
| QCRH | C | -0.52% | |
| TTMI | D | -0.51% | |
| CNO | B | -0.51% | |
| PRG | C | -0.51% | |
| SASR | B | -0.51% | |
| GABC | D | -0.5% | |
| GMS | B | -0.5% | |
| SPNT | D | -0.5% | |
| FMBH | D | -0.5% | |
| TOWN | C | -0.5% | |
| AVNT | C | -0.5% | |
| SRCE | D | -0.49% | |
| JAKK | C | -0.49% | |
| CNX | A | -0.49% | |
| GHC | A | -0.49% | |
| HBNC | D | -0.49% | |
| CTBI | B | -0.49% | |
| SIG | C | -0.49% | |
| ESNT | A | -0.48% | |
| NIC | D | -0.48% | |
| PFC | D | -0.48% | |
| NTB | D | -0.48% | |
| HWC | D | -0.48% | |
| BZH | C | -0.48% | |
| WKC | A | -0.48% | |
| CNOB | B | -0.48% | |
| BCC | C | -0.48% | |
| LZB | D | -0.48% | |
| AEO | C | -0.47% | |
| ESGR | C | -0.47% | |
| STNG | B | -0.47% | |
| BY | D | -0.47% | |
| ACT | B | -0.47% | |
| BUSE | D | -0.47% | |
| UBSI | D | -0.47% | |
| WAFD | D | -0.47% | |
| EFSC | D | -0.47% | |
| EGY | D | -0.46% | |
| BNL | C | -0.46% | |
| TCBK | D | -0.46% | |
| FRME | D | -0.46% | |
| HCC | C | -0.45% | |
| REZI | D | -0.45% | |
| ONB | D | -0.45% | |
| BXC | D | -0.45% | |
| THFF | D | -0.45% | |
| HOMB | D | -0.45% | |
| UFPI | C | -0.45% | |
| AOSL | D | -0.44% | |
| ASB | D | -0.44% | |
| FOR | D | -0.43% | |
| CFFN | D | -0.43% | |
| FIBK | C | -0.43% | |
| RNST | D | -0.43% | |
| AMWD | C | -0.43% | |
| CCB | B | -0.43% | |
| LPG | F | -0.42% | |
| UNFI | C | -0.42% | |
| VSTO | B | -0.42% | |
| NWE | C | -0.42% | |
| BANC | D | -0.42% | |
| STEL | D | -0.42% | |
| TCBI | B | -0.42% | |
| CVLG | D | -0.42% | |
| NFBK | D | -0.42% | |
| INSW | B | -0.41% | |
| CAL | F | -0.41% | |
| KELYA | D | -0.41% | |
| PEBO | F | -0.41% | |
| TMP | C | -0.41% | |
| DEA | D | -0.41% | |
| SCS | D | -0.41% | |
| FDP | C | -0.4% | |
| OSBC | D | -0.4% | |
| SBSI | D | -0.4% | |
| HTBK | D | -0.4% | |
| HUBG | D | -0.4% | |
| HTH | F | -0.39% | |
| CXW | F | -0.39% | |
| FFIC | C | -0.38% | |
| ARCB | F | -0.38% | |
| OBK | D | -0.38% | |
| MNRO | B | -0.37% | |
| PGC | B | -0.37% | |
| METC | D | -0.37% | |
| ABG | D | -0.37% | |
| MGY | B | -0.37% | |
| ETD | C | -0.37% | |
| SPTN | C | -0.36% | |
| RMR | B | -0.36% | |
| VLY | C | -0.36% | |
| APLE | B | -0.35% | |
| NX | F | -0.35% | |
| ASIX | A | -0.35% | |
| WERN | D | -0.35% | |
| ARKO | C | -0.35% | |
| CEIX | B | -0.35% | |
| MLKN | F | -0.35% | |
| SM | D | -0.35% | |
| AAN | B | -0.34% | |
| ANDE | D | -0.34% | |
| MCS | B | -0.34% | |
| WGO | D | -0.34% | |
| THRY | F | -0.33% | |
| AMR | F | -0.33% | |
| GEF | B | -0.33% | |
| RLJ | D | -0.33% | |
| IIIN | F | -0.33% | |
| WNC | F | -0.32% | |
| CRC | B | -0.32% | |
| NOG | D | -0.31% | |
| MD | B | -0.31% | |
| REPX | C | -0.3% | |
| SXC | F | -0.3% | |
| HPK | D | -0.3% | |
| REI | D | -0.29% | |
| HTLD | F | -0.29% | |
| CLW | F | -0.28% | |
| FLGT | F | -0.28% | |
| ARCH | D | -0.28% | |
| ATSG | D | -0.27% | |
| VSH | F | -0.27% | |
| LXU | C | -0.27% | |
| MUR | F | -0.26% | |
| DAN | D | -0.26% | |
| HP | D | -0.25% | |
| HNRG | C | -0.24% | |
| CVI | D | -0.24% | |
| RYI | D | -0.24% | |
| MTUS | F | -0.24% | |
| XRX | D | -0.23% | |
| WOR | F | -0.23% | |
| DK | F | -0.23% | |
| BRY | F | -0.22% | |
| TWI | F | -0.22% | |
| TALO | D | -0.22% | |
| HDSN | F | -0.22% | |
| CMT | F | -0.22% | |
| RGP | F | -0.22% | |
| ODP | F | -0.22% | |
| ATKR | F | -0.2% | |
| BOOM | D | -0.19% | |
| WS | D | -0.19% | |
| OIS | D | -0.19% | |
| PTEN | F | -0.19% | |
| TBI | F | -0.18% | |
| PARR | F | -0.17% | |
| CVGI | F | -0.16% | |
| TH | F | -0.16% | |
| JRVR | F | -0.14% | |
| DTC | F | -0.1% | |
| MED | F | -0.09% | |
| EGBN | C | -0.0% | |
| CVBF | B | -0.0% | |
| BRKL | D | -0.0% | |
| HAFC | D | -0.0% | |
| PPBI | D | -0.0% | |
| JBGS | C | -0.0% | |
| EIG | A | -0.0% | |
| SBCF | D | -0.0% | |
| HMN | B | -0.0% | |
| TRST | D | -0.0% | |
| CATY | B | -0.0% | |
| INDB | D | -0.0% | |
| SFNC | B | -0.0% | |
| FFBC | D | -0.0% | |
| PRDO | D | -0.0% | |
| NWBI | D | -0.0% | |
| BHLB | D | -0.0% | |
| HFWA | D | -0.0% | |
| WSFS | D | -0.0% | |
| NBTB | D | -0.0% | |
| RDN | D | -0.0% | |
| BANR | B | -0.0% | |
| FCF | D | -0.0% | |
| NBHC | D | -0.0% | |
| CASH | C | -0.0% | |
| HOPE | B | -0.0% | |
| DCOM | B | -0.0% | |
| VBTX | C | -0.0% | |
| TRMK | D | -0.0% | |
| OFG | D | -0.0% | |
| FULT | D | -0.0% | |
| FBNC | B | -0.0% | |
| FBP | B | -0.0% | |
| GDOT | C | -0.0% | |
| ABCB | C | -0.0% | |
| CPF | C | -0.0% | |
| STC | D | -0.0% | |
| WABC | F | -0.0% | |
| STBA | D | -0.0% | |
| PFBC | D | -0.0% | |
| AUB | D | -0.0% | |
| CADE | B | -0.0% | |
| PFS | D | -0.0% |
YLD: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Utilities - Regulated Electric
Drug Manufacturers - Major
Asset Management
Banks - Global
Diversified Industrials
Leisure
Medical Devices
Oil & Gas Integrated
REIT - Office
Tools & Accessories
Advertising Agencies
Apparel Manufacturing
Auto Parts
Business Services
Chemicals
Consumer Electronics
Discount Stores
Farm & Construction Equipment
Farm Products
SVAL: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Oil & Gas E&P
Savings & Cooperative Banks
Coal
Residential Construction
Home Furnishings & Fixtures
Insurance - Property & Casualty
Metal Fabrication
Shipping & Ports
Staffing & Outsourcing Services
Trucking
Auto Parts
Building Materials
Food Distribution
Insurance - Specialty
Oil & Gas Refining & Marketing
REIT - Diversified
Steel
Business Equipment
Chemicals
Keywords:
Bank
Banking
Deposit Products
Real Estate Loans
Commercial Banking
Demand Deposit
Commercial Bank
Investment Management
Residential Real Estate Loans
Trust Services
Banking Services
Individual Retirement Account
Mortgage Loan
Loan Products
Business Loans
Cash Management Services
Natural Gas
Retail Banking
Loan
Insurance
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