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FTCS vs SHYG

Comparison between FIRST TRUST CAPITAL STRENGTH ETF (FTCS, ETF) and ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG, ETF).

5-Year PerformanceFTCS has outperformed SHYG, delivering a return of +6.3% compared to +4.9%

FTCS vs SHYG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FTCS
$7.60B
SHYG
$7.60B
Expense Ratio
FTCS
0.53%
Winner
SHYG
0.30%
Max Drawdown
FTCS
54.12%
Winner
SHYG
26.29%
Sharpe Ratio
Winner
FTCS
0.65
SHYG
0.65
5Y Beta
FTCS
0.48
Winner
SHYG
0.22
P/E Ratio
FTCS
22.66
SHYG
N/A
Forward P/E
FTCS
19.82
SHYG
N/A
PEG Ratio
FTCS
1.21
SHYG
N/A
5Y Dividends CAGR
Winner
FTCS
6.88%
SHYG
5.36%
5Y EPS CAGR
FTCS
14.58%
SHYG
N/A
Debt to Equity
FTCS
200.77%
SHYG
N/A
P/S Ratio
FTCS
2.64
SHYG
N/A
P/B Ratio
FTCS
6.38
SHYG
N/A

FTCS vs SHYG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FTCS
+3.77%
SHYG
+0.17%
3M
Winner
FTCS
+4.54%
SHYG
+1.03%
6M
Winner
FTCS
+2.58%
SHYG
+1.64%
1Y
Winner
FTCS
+9.75%
SHYG
+5.76%
5Y(CAGR)
Winner
FTCS
+6.29%
SHYG
+4.87%
10Y(CAGR)
Winner
FTCS
+10.48%
SHYG
+5.01%
Max(CAGR)
Winner
FTCS
+9.83%
SHYG
+4.40%

FTCS vs SHYG - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearFTCSSHYG
2026+6.52%+1.99%
2025+6.98%+7.71%
2024+10.97%+8.38%
2023+8.67%+10.24%
2022-9.29%-4.63%
2021+28.70%+4.78%
2020+12.17%+2.98%
2019+27.07%+10.08%
2018-4.59%+0.04%
2017+25.89%+4.86%
2016+10.18%+12.94%
2015+1.98%-3.10%
2014+17.01%+0.23%
2013+32.53%+1.99%
2012+12.55%N/A
2011-3.85%N/A
2010+12.82%N/A
2009+35.20%N/A
2008-36.49%N/A
2007+11.59%N/A
2006+11.22%N/A

FTCS vs SHYG Drawdown Comparison

The maximum drawdown for FTCS was -53.64%, occurring on Nov 20, 2008. Recovery took 904 trading sessions.

The maximum drawdown for SHYG was -19.27%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.

The current FTCS drawdown is -0.90%. The current SHYG drawdown is -0.05%.

RankFTCSSHYG
#1-53.64%
Jul 13, 2007 - Feb 11, 2011
-19.27%
Feb 14, 2020 - Nov 17, 2020
#2-31.93%
Feb 19, 2020 - Aug 6, 2020
-10.32%
May 29, 2015 - Jul 8, 2016
#3-24.50%
May 2, 2011 - Mar 13, 2012
-9.39%
Dec 27, 2021 - Jul 13, 2023
#4-20.94%
Dec 29, 2021 - Feb 15, 2024
-5.15%
Jun 23, 2014 - Apr 9, 2015
#5-18.64%
Sep 21, 2018 - Apr 16, 2019
-5.04%
Oct 1, 2018 - Jan 31, 2019
#6-17.33%
Apr 2, 2012 - Sep 14, 2012
-4.53%
Feb 28, 2025 - May 12, 2025
#7-12.62%
Nov 29, 2024 - Aug 13, 2025
-2.69%
Oct 24, 2016 - Dec 6, 2016
#8-10.94%
Mar 2, 2015 - Mar 17, 2016
-2.39%
Sep 1, 2023 - Nov 3, 2023
#9-10.45%
Jan 26, 2018 - Aug 29, 2018
-1.86%
Jan 26, 2018 - Apr 12, 2018
#10-8.66%
Oct 18, 2012 - Jan 2, 2013
-1.75%
Feb 2, 2026 - Apr 8, 2026
#11-8.00%
Sep 2, 2020 - Nov 13, 2020
-1.74%
Mar 27, 2024 - May 3, 2024
#12-7.74%
Mar 2, 2026 - Mar 27, 2026
-1.61%
Nov 5, 2021 - Dec 23, 2021
#13-6.26%
Sep 2, 2021 - Oct 25, 2021
-1.57%
Mar 1, 2017 - Apr 20, 2017
#14-6.09%
Sep 19, 2014 - Oct 29, 2014
-1.48%
May 3, 2019 - Jun 18, 2019
#15-5.96%
Feb 17, 2011 - Apr 6, 2011
-1.38%
Oct 20, 2017 - Jan 3, 2018

Correlation

Correlation between FTCS and SHYG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2006 - 2026)

FTCS vs SHYG dividend yield comparison.

YearFTCSSHYG
20260.56%3.50%
20251.04%7.03%
20241.33%6.93%
20231.47%6.54%
20221.23%5.57%
20211.06%4.83%
20200.93%5.07%
20191.26%5.33%
20181.26%5.90%
20171.15%5.49%
20161.43%5.53%
20151.50%5.17%
20142.01%4.33%
20131.34%0.85%
20121.81%0.00%
20111.93%0.00%
20101.74%0.00%
20091.35%0.00%
20081.89%0.00%
20070.85%0.00%
20060.40%0.00%

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