FDL vs SHYG
Comparison between FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND (FDL, ETF) and ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG, ETF).
5-Year PerformanceFDL has outperformed SHYG, delivering a return of +12.2% compared to +4.9%
FDL vs SHYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FDL vs SHYG - Historical Returns
Returns include dividend reinvestment.
FDL vs SHYG - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FDL | SHYG |
|---|---|---|
| 2026 | +11.34% | +1.21% |
| 2025 | +14.75% | +7.71% |
| 2024 | +16.15% | +8.38% |
| 2023 | +3.12% | +10.24% |
| 2022 | +6.12% | -4.63% |
| 2021 | +27.30% | +4.78% |
| 2020 | -4.69% | +2.98% |
| 2019 | +23.95% | +10.08% |
| 2018 | -6.43% | +0.04% |
| 2017 | +11.08% | +4.86% |
| 2016 | +21.68% | +12.94% |
| 2015 | +2.54% | -3.10% |
| 2014 | +14.35% | +0.23% |
| 2013 | +20.24% | +1.99% |
| 2012 | +9.29% | N/A |
| 2011 | +13.63% | N/A |
| 2010 | +15.25% | N/A |
| 2009 | +11.95% | N/A |
| 2008 | -29.98% | N/A |
| 2007 | -11.29% | N/A |
| 2006 | +18.40% | N/A |
FDL vs SHYG Drawdown Comparison
The maximum drawdown for FDL was -65.91%, occurring on Mar 5, 2009. Recovery took 1446 trading sessions.
The maximum drawdown for SHYG was -19.27%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The current FDL drawdown is -2.80%. The current SHYG drawdown is -0.21%.
| Rank | FDL | SHYG |
|---|---|---|
| #1 | -65.91% May 22, 2007 - Feb 19, 2013 | -19.27% Feb 14, 2020 - Nov 17, 2020 |
| #2 | -41.40% Dec 23, 2019 - Feb 22, 2021 | -10.32% May 29, 2015 - Jul 8, 2016 |
| #3 | -16.45% May 27, 2022 - Feb 1, 2023 | -9.39% Dec 27, 2021 - Jul 13, 2023 |
| #4 | -14.67% Feb 13, 2023 - Jan 5, 2024 | -5.15% Jun 23, 2014 - Apr 9, 2015 |
| #5 | -13.30% Jan 26, 2018 - Mar 13, 2019 | -5.04% Oct 1, 2018 - Jan 31, 2019 |
| #6 | -12.24% Feb 28, 2025 - Jul 2, 2025 | -4.53% Feb 28, 2025 - May 12, 2025 |
| #7 | -11.18% Jan 22, 2015 - Oct 22, 2015 | -2.69% Oct 24, 2016 - Dec 6, 2016 |
| #8 | -8.90% Nov 29, 2024 - Feb 20, 2025 | -2.39% Sep 1, 2023 - Nov 3, 2023 |
| #9 | -7.05% Jul 26, 2019 - Sep 11, 2019 | -1.86% Jan 26, 2018 - Apr 12, 2018 |
| #10 | -6.20% May 10, 2021 - Dec 15, 2021 | -1.75% Feb 2, 2026 - Apr 8, 2026 |
| #11 | -6.06% May 15, 2013 - Jul 23, 2013 | -1.74% Mar 27, 2024 - May 3, 2024 |
| #12 | -5.82% Dec 29, 2015 - Feb 16, 2016 | -1.61% Nov 5, 2021 - Dec 23, 2021 |
| #13 | -5.82% Apr 20, 2022 - May 26, 2022 | -1.57% Mar 1, 2017 - Apr 20, 2017 |
| #14 | -5.55% Feb 20, 2007 - Apr 16, 2007 | -1.48% May 3, 2019 - Jun 18, 2019 |
| #15 | -5.46% Mar 28, 2024 - May 13, 2024 | -1.38% Oct 20, 2017 - Jan 3, 2018 |
Correlation
Correlation between FDL and SHYG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
FDL vs SHYG dividend yield comparison.
| Year | FDL | SHYG |
|---|---|---|
| 2026 | 0.81% | 2.33% |
| 2025 | 4.04% | 7.03% |
| 2024 | 4.96% | 6.93% |
| 2023 | 4.58% | 6.54% |
| 2022 | 3.58% | 5.57% |
| 2021 | 4.59% | 4.83% |
| 2020 | 4.48% | 5.07% |
| 2019 | 3.75% | 5.33% |
| 2018 | 3.97% | 5.90% |
| 2017 | 3.18% | 5.49% |
| 2016 | 2.93% | 5.53% |
| 2015 | 3.65% | 5.17% |
| 2014 | 3.35% | 4.33% |
| 2013 | 3.13% | 0.85% |
| 2012 | 3.84% | 0.00% |
| 2011 | 3.47% | 0.00% |
| 2010 | 3.62% | 0.00% |
| 2009 | 4.01% | 0.00% |
| 2008 | 6.10% | 0.00% |
| 2007 | 4.38% | 0.00% |
| 2006 | 2.55% | 0.00% |
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