FLDR vs HYLS

Comparison between FIDELITY LOW DURATION BOND FACTOR ETF (FLDR, ETF) and FIRST TRUST TACTICAL HIGH YIELD ETF (HYLS, ETF).

5-Year PerformanceFLDR has outperformed HYLS, delivering a return of +3.7% compared to +2.9%

FLDR vs HYLS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FLDR(ETF)	HYLS(ETF)
Net Assets	$1.60B	$1.60B
Expense Ratio	0.15%	0.69%
Max Drawdown	12.31%	29.12%
Sharpe Ratio	1.08	0.34
5Y Beta	0.01	0.18
5Y Dividends CAGR	49.50%	1.15%

Net Assets

FLDR

$1.60B

HYLS

$1.60B

Expense Ratio

Winner

FLDR

0.15%

HYLS

0.69%

Max Drawdown

Winner

FLDR

12.31%

HYLS

29.12%

Sharpe Ratio

Winner

FLDR

1.08

HYLS

0.34

5Y Beta

Winner

FLDR

0.01

HYLS

0.18

5Y Dividends CAGR

Winner

FLDR

49.50%

HYLS

1.15%

FLDR vs HYLS - Historical Returns

Returns include dividend reinvestment.

Period	FLDR	HYLS
1 month	+0.47%	+0.42%
3 months	+1.17%	+1.95%
6 months	+1.84%	+0.59%
1 year	+4.64%	+4.69%
5 years(CAGR)	+3.72%	+2.93%
10 years(CAGR)	+3.22%	+4.32%
Max(CAGR)	+3.22%	+4.39%

Winner

FLDR

+0.47%

HYLS

+0.42%

FLDR

+1.17%

Winner

HYLS

+1.95%

Winner

FLDR

+1.84%

HYLS

+0.59%

FLDR

+4.64%

Winner

HYLS

+4.69%

5Y(CAGR)

Winner

FLDR

+3.72%

HYLS

+2.93%

10Y(CAGR)

FLDR

+3.22%

Winner

HYLS

+4.32%

Max(CAGR)

FLDR

+3.22%

Winner

HYLS

+4.39%

FLDR vs HYLS - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FLDR	HYLS
2026	+1.69%	+0.42%
2025	+5.39%	+7.80%
2024	+5.78%	+6.51%
2023	+6.34%	+12.58%
2022	-0.31%	-12.77%
2021	-0.16%	+3.66%
2020	+1.98%	+5.07%
2019	+4.34%	+14.37%
2018	+0.94%	-2.47%
2017	N/A	+5.99%
2016	N/A	+8.92%
2015	N/A	+0.04%
2014	N/A	+1.92%
2013	N/A	+8.46%

FLDR vs HYLS Drawdown Comparison

The maximum drawdown for FLDR was -12.23%, occurring on Mar 20, 2020. Recovery took 69 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 -0.17%.

Rank	FLDR	HYLS
#1	-12.23% Mar 5, 2020 - Jun 12, 2020	-22.99% Feb 12, 2020 - Aug 6, 2020
#2	-2.33% Aug 3, 2021 - Jan 12, 2023	-15.75% Dec 31, 2021 - Jun 5, 2024
#3	-1.06% Oct 23, 2018 - Feb 8, 2019	-7.46% Jun 2, 2015 - Jun 8, 2016
#4	-0.76% Apr 3, 2025 - May 16, 2025	-5.73% Jul 3, 2014 - Feb 27, 2015
#5	-0.68% Mar 13, 2023 - Apr 5, 2023	-5.69% Oct 1, 2018 - Jan 31, 2019
#6	-0.53% Dec 11, 2020 - Jul 8, 2021	-5.53% May 22, 2013 - Oct 17, 2013
#7	-0.47% Feb 27, 2026 - Apr 8, 2026	-3.96% Feb 28, 2025 - Apr 29, 2025
#8	-0.28% Oct 11, 2023 - Nov 1, 2023	-3.09% Jan 22, 2026 - Jun 15, 2026
#9	-0.28% Sep 4, 2019 - Sep 24, 2019	-2.83% Oct 24, 2016 - Jan 3, 2017
#10	-0.27% Oct 2, 2024 - Oct 30, 2024	-2.00% Jan 8, 2018 - Jul 25, 2018
#11	-0.24% Mar 28, 2024 - Apr 29, 2024	-1.89% Sep 2, 2020 - Oct 12, 2020
#12	-0.23% Sep 29, 2023 - Oct 11, 2023	-1.79% Jun 8, 2016 - Jul 7, 2016
#13	-0.22% Sep 3, 2020 - Dec 11, 2020	-1.73% Sep 16, 2021 - Dec 21, 2021
#14	-0.22% Sep 11, 2018 - Oct 11, 2018	-1.65% Oct 25, 2017 - Dec 26, 2017
#15	-0.21% Dec 6, 2024 - Jan 2, 2025	-1.63% Oct 12, 2020 - Nov 4, 2020

Correlation

Correlation between FLDR and HYLS is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2013 - 2026)

FLDR vs HYLS dividend yield comparison.

Year	FLDR	HYLS
2026	1.68%	2.79%
2025	4.66%	6.38%
2024	5.50%	6.25%
2023	5.28%	5.98%
2022	2.09%	7.38%
2021	0.51%	5.48%
2020	1.22%	5.09%
2019	2.69%	5.17%
2018	1.38%	5.81%
2017	0.00%	5.53%
2016	0.00%	5.37%
2015	0.00%	6.11%
2014	0.00%	5.78%
2013	0.00%	5.10%