FGD vs HYLS

Comparison between FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF) and FIRST TRUST TACTICAL HIGH YIELD ETF (HYLS, ETF).

5-Year PerformanceFGD has outperformed HYLS, delivering a return of +13.3% compared to +3.1%

FGD vs HYLS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FGD(ETF)	HYLS(ETF)
Net Assets	$1.60B	$1.60B
Expense Ratio	0.55%	0.69%
Max Drawdown	70.20%	29.12%
Sharpe Ratio	1.94	0.02
5Y Beta	0.51	0.18
5Y Dividends CAGR	10.00%	2.51%

Net Assets

FGD

$1.60B

HYLS

$1.60B

Expense Ratio

Winner

FGD

0.55%

HYLS

0.69%

Max Drawdown

FGD

70.20%

Winner

HYLS

29.12%

Sharpe Ratio

Winner

FGD

1.94

HYLS

0.02

5Y Beta

FGD

0.51

Winner

HYLS

0.18

5Y Dividends CAGR

Winner

FGD

10.00%

HYLS

2.51%

FGD vs HYLS - Historical Returns

Returns include dividend reinvestment.

Period	FGD	HYLS
1 month	+5.50%	+0.43%
3 months	+6.90%	+1.37%
6 months	+5.99%	+1.53%
1 year	+30.86%	+3.90%
5 years(CAGR)	+13.32%	+3.12%
10 years(CAGR)	+10.22%	+4.18%
Max(CAGR)	+6.35%	+4.40%

Winner

FGD

+5.50%

HYLS

+0.43%

Winner

FGD

+6.90%

HYLS

+1.37%

Winner

FGD

+5.99%

HYLS

+1.53%

Winner

FGD

+30.86%

HYLS

+3.90%

5Y(CAGR)

Winner

FGD

+13.32%

HYLS

+3.12%

10Y(CAGR)

Winner

FGD

+10.22%

HYLS

+4.18%

Max(CAGR)

Winner

FGD

+6.35%

HYLS

+4.40%

FGD vs HYLS - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	FGD	HYLS
2026	+18.75%	+1.30%
2025	+44.34%	+7.80%
2024	+6.10%	+6.51%
2023	+8.21%	+12.58%
2022	-7.94%	-12.77%
2021	+21.01%	+3.66%
2020	-5.99%	+5.07%
2019	+20.71%	+14.37%
2018	-13.23%	-2.47%
2017	+16.88%	+5.99%
2016	+13.11%	+8.92%
2015	-10.18%	+0.04%
2014	-0.01%	+1.92%
2013	+16.37%	+8.46%
2012	+13.69%	N/A
2011	-3.02%	N/A
2010	+10.29%	N/A
2009	+58.23%	N/A
2008	-50.12%	N/A
2007	+2.70%	N/A

FGD vs HYLS Drawdown Comparison

The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.

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

The current HYLS drawdown is -0.18%.

Rank	FGD	HYLS
#1	-68.07% Nov 29, 2007 - Apr 25, 2013	-22.99% Feb 12, 2020 - Aug 6, 2020
#2	-44.84% Feb 12, 2020 - Jan 13, 2021	-15.75% Dec 31, 2021 - Jun 5, 2024
#3	-28.68% Feb 9, 2022 - May 14, 2024	-7.46% Jun 2, 2015 - Jun 8, 2016
#4	-28.08% Jul 3, 2014 - Jul 19, 2017	-5.73% Jul 3, 2014 - Feb 27, 2015
#5	-20.87% Jan 26, 2018 - Feb 12, 2020	-5.69% Oct 1, 2018 - Jan 31, 2019
#6	-11.50% Mar 19, 2025 - Apr 24, 2025	-5.53% May 22, 2013 - Oct 17, 2013
#7	-10.80% May 8, 2013 - Sep 10, 2013	-3.96% Feb 28, 2025 - Apr 29, 2025
#8	-9.82% Feb 20, 2026 - Jul 16, 2026	-3.09% Jan 22, 2026 - Jun 15, 2026
#9	-9.10% Jun 7, 2021 - Jan 11, 2022	-2.83% Oct 24, 2016 - Jan 3, 2017
#10	-8.98% Sep 26, 2024 - Mar 7, 2025	-2.00% Jan 8, 2018 - Jul 25, 2018
#11	-6.40% May 17, 2024 - Jul 31, 2024	-1.89% Sep 2, 2020 - Oct 12, 2020
#12	-6.14% Jan 14, 2021 - Feb 16, 2021	-1.79% Jun 8, 2016 - Jul 7, 2016
#13	-5.66% Dec 31, 2013 - Feb 18, 2014	-1.73% Sep 16, 2021 - Dec 21, 2021
#14	-5.36% Jul 31, 2024 - Aug 19, 2024	-1.65% Oct 25, 2017 - Dec 26, 2017
#15	-4.95% Oct 29, 2013 - Dec 30, 2013	-1.63% Oct 12, 2020 - Nov 4, 2020

Correlation

Correlation between FGD and HYLS is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2007 - 2026)

FGD vs HYLS dividend yield comparison.

Year	FGD	HYLS
2026	1.77%	4.50%
2025	5.62%	6.38%
2024	5.87%	6.25%
2023	6.44%	5.98%
2022	5.74%	7.38%
2021	5.35%	5.48%
2020	6.17%	5.09%
2019	5.19%	5.17%
2018	5.88%	5.81%
2017	4.01%	5.53%
2016	4.36%	5.37%
2015	5.07%	6.11%
2014	5.18%	5.78%
2013	4.51%	5.10%
2012	4.93%	0.00%
2011	5.15%	0.00%
2010	4.23%	0.00%
2009	3.13%	0.00%
2008	9.79%	0.00%
2007	0.52%	0.00%