YLD vs. LVOL ETF Comparison

Comparison of Principal Exchange-Traded Funds Principal EDGE Active Income ETF (YLD) to American Century Low Volatility ETF (LVOL)

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

$19.53

Average Daily Volume

63,180

Number of Holdings ^*

56

* may have additional holdings in another (foreign) market

LVOL

American Century Low Volatility ETF

LVOL Description

The investment seeks capital appreciation. The fund generally invests in common stocks of U.S. companies that have a market capitalization greater than $2 billion. It seeks to deliver a lower realized portfolio volatility than its benchmark, the S&P 500® Index, by utilizing a stock selection process that expands on traditional measures of price volatility by including measures of asymmetric volatility and seeking securities of businesses that demonstrate consistent cash-flows, stable operations, and strong balance sheets. The fund is an actively managed ETF that does not seek to replicate the performance of a specified index.

Grade (RS Rating)

Last Trade

$53.85

Average Daily Volume

266

Number of Holdings ^*

98

* may have additional holdings in another (foreign) market

Performance

Period	YLD	LVOL
30 Days	1.95%	2.05%
60 Days	3.24%	3.58%
90 Days	4.31%	4.60%
12 Months	14.17%	20.58%

15 Overlapping Holdings

	Symbol	Grade	Weight in YLD	Weight in LVOL	Overlap
	AAPL	C	0.88%	6.71%	0.88%
	ABT	C	0.64%	1.4%	0.64%
	BLK	B	0.75%	0.27%	0.27%
	BR	D	0.28%	0.29%	0.28%
	CB	B	0.42%	1.2%	0.42%
	CMCSA	D	0.86%	0.38%	0.38%
	COST	B	0.65%	2.06%	0.65%
	HD	B	0.67%	2.42%	0.67%
	HON	D	0.48%	1.21%	0.48%
	JNJ	C	0.26%	2.92%	0.26%
	MDT	C	0.71%	1.88%	0.71%
	MRK	D	0.44%	1.85%	0.44%
	NDSN	C	0.48%	0.56%	0.48%
	PKG	B	0.47%	0.22%	0.22%
	SNA	C	0.25%	0.32%	0.25%

YLD Overweight 41 Positions Relative to LVOL

	Symbol	Grade	Weight
	IPG	C	0.81%
	AMAT	D	0.78%
	KKR	B	0.77%
	JPM	D	0.72%
	MCHP	F	0.71%
	TSCO	C	0.66%
	SBUX	C	0.6%
	EWBC	D	0.56%
	DLR	B	0.54%
	ARE	C	0.53%
	MPW	C	0.5%
	TFX	C	0.49%
	APD	B	0.47%
	DE	B	0.45%
	XEL	B	0.44%
	ALE	B	0.43%
	BCE	C	0.41%
	MPC	F	0.4%
	FNF	B	0.4%
	PCAR	D	0.4%
	WEC	C	0.39%
	PSA	B	0.37%
	LECO	F	0.37%
	HRL	C	0.37%
	EOG	D	0.36%
	ES	C	0.35%
	BOH	D	0.32%
	SAP	B	0.31%
	PFE	C	0.3%
	MGA	D	0.3%
	CVX	D	0.3%
	GOLF	D	0.3%
	HAS	B	0.28%
	LCII	C	0.25%
	TSN	C	0.23%
	CFR	C	0.19%
	XOM	C	0.09%
	USB	B	0.09%
	COLB	B	0.09%
	VFC	C	0.06%
	WASH	A	0.02%

YLD Underweight 83 Positions Relative to LVOL

	Symbol	Grade	Weight
	MSFT	C	-8.08%
	V	C	-3.09%
	PG	C	-2.79%
	ACN	C	-2.59%
	CSCO	C	-2.52%
	BRK.A	C	-2.48%
	MA	B	-2.41%
	LIN	B	-2.34%
	AMZN	C	-2.05%
	GOOGL	D	-2.03%
	MMC	C	-1.96%
	KO	C	-1.96%
	CTAS	B	-1.76%
	APH	D	-1.75%
	TEL	D	-1.67%
	SPGI	B	-1.48%
	INTU	C	-1.46%
	CTSH	C	-1.45%
	PEP	C	-1.39%
	PAYX	C	-1.26%
	DOX	C	-1.26%
	MCD	B	-1.25%
	BSX	B	-1.07%
	CL	D	-1.02%
	RSG	D	-1.02%
	SHW	B	-1.0%
	CMI	C	-0.99%
	GD	B	-0.96%
	PTC	D	-0.94%
	WM	D	-0.89%
	MCO	B	-0.88%
	ECL	B	-0.86%
	MSI	B	-0.81%
	ROP	C	-0.77%
	DOV	B	-0.76%
	ITW	C	-0.76%
	EA	D	-0.69%
	SYK	C	-0.69%
	GOOG	D	-0.68%
	ADSK	C	-0.68%
	HIG	B	-0.66%
	IBM	B	-0.63%
	TDY	B	-0.62%
	AMP	A	-0.56%
	KMB	D	-0.56%
	TRV	C	-0.5%
	FAST	C	-0.48%
	GWW	B	-0.47%
	IT	B	-0.45%
	VRSK	D	-0.45%
	YUM	D	-0.44%
	OTIS	C	-0.36%
	WMT	C	-0.35%
	GRMN	D	-0.32%
	LOW	B	-0.29%
	NTAP	D	-0.28%
	HOLX	B	-0.22%
	MDLZ	B	-0.21%
	AVY	C	-0.2%
	DLB	D	-0.19%
	VRSN	D	-0.19%
	MAS	B	-0.19%
	CRM	D	-0.18%
	IEX	D	-0.17%
	FDS	C	-0.17%
	ZBH	F	-0.17%
	JKHY	B	-0.15%
	LLY	C	-0.15%
	FFIV	B	-0.14%
	ORLY	C	-0.13%
	CDW	D	-0.11%
	ABBV	C	-0.1%
	CW	B	-0.1%
	AON	B	-0.1%
	AJG	D	-0.1%
	AXP	B	-0.09%
	CHE	C	-0.08%
	GGG	C	-0.08%
	DCI	C	-0.08%
	LSTR	D	-0.08%
	ITT	B	-0.08%
	AVB	B	-0.06%
	VLTO	C	-0.04%

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

Keywords: S&P 500 Nasdaq 100 Natural Gas Bank Banking Dow Jones Component Cash Management Commercial Banking Semiconductor Crude Oil Petroleum Pharmaceutical Products Real Estate Investment Trust Real Estate Loans Retail Outlets Adhesives Biomass Chemical Commercial Bank Computing

LVOL: Top Represented Industries & Keywords

Industries: Diversified Industrials Business Services Information Technology Services Medical Devices Drug Manufacturers - Major Software - Application Capital Markets Credit Services Household & Personal Products Insurance Brokers Internet Content & Information Software - Infrastructure Specialty Chemicals Asset Management Beverages - Soft Drinks Communication Equipment Discount Stores Electronic Components Home Improvement Stores Industrial Distribution

Keywords: S&P 500 Nasdaq 100 Dow Jones Component Electronics Insurance Computing Operating System Aerospace Medicine Beverage Chemical Pharmaceutical Products Work From Home Imaging Industrial Products Mining Mobile Devices Payment Systems Plumbing Risk Management