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FALN vs HYLS

Comparison between ISHARES FALLEN ANGELS USD BOND ETF (FALN, ETF) and FIRST TRUST TACTICAL HIGH YIELD ETF (HYLS, ETF).

5-Year PerformanceFALN has outperformed HYLS, delivering a return of +3.4% compared to +2.8%

FALN vs HYLS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FALN
$1.60B
HYLS
$1.60B
Expense Ratio
Winner
FALN
0.25%
HYLS
0.69%
Max Drawdown
FALN
29.96%
Winner
HYLS
29.12%
Sharpe Ratio
Winner
FALN
0.40
HYLS
-0.01
5Y Beta
FALN
0.27
Winner
HYLS
0.18
5Y Dividends CAGR
Winner
FALN
5.76%
HYLS
1.02%

FALN vs HYLS - Historical Returns

Returns include dividend reinvestment.

1M
FALN
-0.63%
Winner
HYLS
+0.05%
3M
Winner
FALN
+0.41%
HYLS
+0.37%
6M
Winner
FALN
+0.78%
HYLS
+0.07%
1Y
Winner
FALN
+5.77%
HYLS
+3.77%
5Y(CAGR)
Winner
FALN
+3.38%
HYLS
+2.83%
10Y(CAGR)
Winner
FALN
+6.06%
HYLS
+4.14%
Max(CAGR)
Winner
FALN
+6.51%
HYLS
+4.37%

FALN vs HYLS - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearFALNHYLS
2026+1.56%+0.47%
2025+8.60%+7.80%
2024+8.18%+6.51%
2023+13.36%+12.58%
2022-13.60%-12.77%
2021+5.67%+3.66%
2020+14.54%+5.07%
2019+17.52%+14.37%
2018-5.26%-2.47%
2017+8.15%+5.99%
2016+10.41%+8.92%
2015N/A+0.04%
2014N/A+1.92%
2013N/A+8.46%

FALN vs HYLS Drawdown Comparison

The maximum drawdown for FALN was -29.22%, occurring on Mar 20, 2020. Recovery took 106 trading sessions.

The maximum drawdown for HYLS was -22.99%, occurring on Mar 20, 2020. Recovery took 122 trading sessions.

The current FALN drawdown is -1.25%. The current HYLS drawdown is -0.56%.

RankFALNHYLS
#1-29.22%
Feb 14, 2020 - Jul 17, 2020
-22.99%
Feb 12, 2020 - Aug 6, 2020
#2-18.79%
Nov 9, 2021 - Jun 5, 2024
-15.75%
Dec 31, 2021 - Jun 5, 2024
#3-8.18%
Jan 24, 2018 - Mar 1, 2019
-7.46%
Jun 2, 2015 - Jun 8, 2016
#4-5.92%
Feb 28, 2025 - Jun 9, 2025
-5.73%
Jul 3, 2014 - Feb 27, 2015
#5-4.10%
Oct 19, 2016 - Dec 7, 2016
-5.69%
Oct 1, 2018 - Jan 31, 2019
#6-3.96%
Feb 19, 2026 - Jun 11, 2026
-5.53%
May 22, 2013 - Oct 17, 2013
#7-3.23%
Sep 2, 2020 - Oct 12, 2020
-3.96%
Feb 28, 2025 - Apr 29, 2025
#8-3.17%
Jun 23, 2016 - Jun 30, 2016
-3.09%
Jan 22, 2026 - Jun 15, 2026
#9-2.84%
Feb 12, 2021 - May 3, 2021
-2.83%
Oct 24, 2016 - Jan 3, 2017
#10-2.61%
Sep 6, 2016 - Sep 30, 2016
-2.00%
Jan 8, 2018 - Jul 25, 2018
#11-2.51%
Mar 1, 2017 - Apr 7, 2017
-1.89%
Sep 2, 2020 - Oct 12, 2020
#12-2.24%
May 6, 2019 - Jun 19, 2019
-1.79%
Jun 8, 2016 - Jul 7, 2016
#13-2.23%
Sep 15, 2021 - Nov 5, 2021
-1.73%
Sep 16, 2021 - Dec 21, 2021
#14-2.03%
Dec 6, 2024 - Jan 27, 2025
-1.65%
Oct 25, 2017 - Dec 26, 2017
#15-1.98%
Sep 17, 2019 - Dec 5, 2019
-1.63%
Oct 12, 2020 - Nov 4, 2020

Correlation

Correlation between FALN and HYLS is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2013 - 2026)

FALN vs HYLS dividend yield comparison.

YearFALNHYLS
20263.28%3.96%
20256.31%6.38%
20246.24%6.25%
20235.37%5.98%
20225.08%7.38%
20213.40%5.48%
20205.14%5.09%
20195.35%5.17%
20185.97%5.81%
20176.98%5.53%
20163.55%5.37%
20150.00%6.11%
20140.00%5.78%
20130.00%5.10%

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