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FEX vs HYLS

Comparison between First Trust Large Cap Core AlphaDEX Fund (FEX, ETF) and FIRST TRUST TACTICAL HIGH YIELD ETF (HYLS, ETF).

5-Year PerformanceFEX has outperformed HYLS, delivering a return of +11.6% compared to +2.9%

FEX vs HYLS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FEX
$1.60B
HYLS
$1.60B
Expense Ratio
Winner
FEX
0.57%
HYLS
0.69%
Max Drawdown
FEX
59.67%
Winner
HYLS
29.12%
Sharpe Ratio
Winner
FEX
1.78
HYLS
0.34
5Y Beta
FEX
0.86
Winner
HYLS
0.18
P/E Ratio
FEX
21.36
HYLS
N/A
Forward P/E
FEX
16.54
HYLS
N/A
PEG Ratio
FEX
0.17
HYLS
N/A
5Y Dividends CAGR
Winner
FEX
10.45%
HYLS
1.15%
5Y EPS CAGR
FEX
14.72%
HYLS
N/A
Debt to Equity
FEX
45.69%
HYLS
N/A
P/S Ratio
FEX
2.03
HYLS
N/A
P/B Ratio
FEX
2.87
HYLS
N/A

FEX vs HYLS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FEX
+3.10%
HYLS
+0.42%
3M
Winner
FEX
+13.26%
HYLS
+1.95%
6M
Winner
FEX
+14.91%
HYLS
+0.59%
1Y
Winner
FEX
+28.97%
HYLS
+4.69%
5Y(CAGR)
Winner
FEX
+11.56%
HYLS
+2.93%
10Y(CAGR)
Winner
FEX
+13.11%
HYLS
+4.32%
Max(CAGR)
Winner
FEX
+9.68%
HYLS
+4.39%

FEX vs HYLS - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearFEXHYLS
2026+14.75%+0.42%
2025+14.88%+7.80%
2024+17.28%+6.51%
2023+14.99%+12.58%
2022-11.35%-12.77%
2021+28.75%+3.66%
2020+13.71%+5.07%
2019+26.87%+14.37%
2018-10.52%-2.47%
2017+20.59%+5.99%
2016+15.75%+8.92%
2015-3.92%+0.04%
2014+13.46%+1.92%
2013+32.85%+8.46%
2012+13.91%N/A
2011-1.50%N/A
2010+18.94%N/A
2009+32.21%N/A
2008-37.71%N/A
2007-5.39%N/A

FEX vs HYLS Drawdown Comparison

The maximum drawdown for FEX was -58.81%, occurring on Mar 6, 2009. Recovery took 908 trading sessions.

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

The current FEX drawdown is -1.34%. The current HYLS drawdown is -0.17%.

RankFEXHYLS
#1-58.81%
Jul 13, 2007 - Feb 17, 2011
-22.99%
Feb 12, 2020 - Aug 6, 2020
#2-39.51%
Feb 19, 2020 - Oct 12, 2020
-15.75%
Dec 31, 2021 - Jun 5, 2024
#3-21.98%
Sep 20, 2018 - Jul 12, 2019
-7.46%
Jun 2, 2015 - Jun 8, 2016
#4-21.97%
Apr 29, 2011 - Mar 13, 2012
-5.73%
Jul 3, 2014 - Feb 27, 2015
#5-21.27%
Nov 16, 2021 - Dec 14, 2023
-5.69%
Oct 1, 2018 - Jan 31, 2019
#6-19.58%
Nov 29, 2024 - Jul 22, 2025
-5.53%
May 22, 2013 - Oct 17, 2013
#7-18.22%
May 21, 2015 - Jul 22, 2016
-3.96%
Feb 28, 2025 - Apr 29, 2025
#8-12.31%
Mar 26, 2012 - Sep 13, 2012
-3.09%
Jan 22, 2026 - Jun 15, 2026
#9-9.96%
Jan 26, 2018 - Aug 27, 2018
-2.83%
Oct 24, 2016 - Jan 3, 2017
#10-9.11%
Sep 5, 2014 - Nov 11, 2014
-2.00%
Jan 8, 2018 - Jul 25, 2018
#11-7.50%
Jul 24, 2019 - Nov 7, 2019
-1.89%
Sep 2, 2020 - Oct 12, 2020
#12-6.89%
Sep 14, 2012 - Dec 18, 2012
-1.79%
Jun 8, 2016 - Jul 7, 2016
#13-6.59%
Jul 16, 2024 - Aug 23, 2024
-1.73%
Sep 16, 2021 - Dec 21, 2021
#14-6.23%
Feb 20, 2026 - Apr 13, 2026
-1.65%
Oct 25, 2017 - Dec 26, 2017
#15-6.19%
Dec 31, 2013 - Feb 20, 2014
-1.63%
Oct 12, 2020 - Nov 4, 2020

Correlation

Correlation between FEX and HYLS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2007 - 2026)

FEX vs HYLS dividend yield comparison.

YearFEXHYLS
20260.21%2.79%
20251.10%6.38%
20241.18%6.25%
20231.38%5.98%
20221.61%7.38%
20210.80%5.48%
20201.21%5.09%
20191.32%5.17%
20181.34%5.81%
20171.07%5.53%
20161.29%5.37%
20151.33%6.11%
20141.30%5.78%
20131.02%5.10%
20122.36%0.00%
20111.09%0.00%
20100.89%0.00%
20090.89%0.00%
20081.70%0.00%
20070.58%0.00%

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