HYBI vs FCAL
Comparison between NEOS ENHANCED INCOME CREDIT SELECT ETF (HYBI, ETF) and FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF (FCAL, ETF).
HYBI vs FCAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HYBI
$224M
FCAL
$224M
Expense Ratio
HYBI
0.68%
Winner
FCAL
0.49%
Max Drawdown
Winner
HYBI
7.56%
FCAL
16.86%
Sharpe Ratio
HYBI
0.63
Winner
FCAL
1.22
5Y Beta
HYBI
0.24
Winner
FCAL
-0.00
5Y Dividends CAGR
HYBI
N/A
FCAL
7.91%
HYBI vs FCAL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HYBI
+0.28%
FCAL
-0.55%
3M
Winner
HYBI
+0.81%
FCAL
+0.24%
6M
Winner
HYBI
+1.50%
FCAL
+1.18%
1Y
HYBI
+5.76%
Winner
FCAL
+7.00%
5Y(CAGR)
HYBI
N/A
FCAL
+0.45%
10Y(CAGR)
HYBI
N/A
FCAL
+2.54%
Max(CAGR)
Winner
HYBI
+4.72%
FCAL
+2.54%
HYBI vs FCAL - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | HYBI | FCAL |
|---|---|---|
| 2026 | +2.00% | +1.54% |
| 2025 | +6.71% | +3.05% |
| 2024 | -0.48% | +1.84% |
| 2023 | N/A | +6.19% |
| 2022 | N/A | -9.40% |
| 2021 | N/A | +3.02% |
| 2020 | N/A | +3.39% |
| 2019 | N/A | +9.63% |
| 2018 | N/A | +1.01% |
| 2017 | N/A | +4.40% |
HYBI vs FCAL Drawdown Comparison
The maximum drawdown for HYBI was -4.68%, occurring on Apr 8, 2025. Recovery took 79 trading sessions.
The maximum drawdown for FCAL was -14.81%, occurring on Mar 20, 2020. Recovery took 204 trading sessions.
The current HYBI drawdown is -0.26%. The current FCAL drawdown is -0.99%.
| Rank | HYBI | FCAL |
|---|---|---|
| #1 | -4.68% Feb 26, 2025 - Jun 20, 2025 | -14.81% Feb 28, 2020 - Dec 17, 2020 |
| #2 | -1.89% Dec 6, 2024 - Feb 14, 2025 | -14.44% Jul 20, 2021 - Nov 11, 2025 |
| #3 | -1.43% Feb 20, 2026 - Apr 14, 2026 | -2.96% Dec 29, 2017 - Dec 21, 2018 |
| #4 | -1.21% Oct 6, 2025 - Oct 24, 2025 | -2.57% Feb 27, 2026 - Jun 22, 2026 |
| #5 | -1.14% Sep 30, 2024 - Nov 7, 2024 | -2.28% Feb 12, 2021 - May 6, 2021 |
| #6 | -1.06% Oct 27, 2025 - Nov 28, 2025 | -1.27% Aug 28, 2019 - Oct 8, 2019 |
| #7 | -0.97% May 6, 2026 - May 29, 2026 | -1.10% Oct 9, 2019 - Dec 27, 2019 |
| #8 | -0.91% Jun 2, 2026 - Jun 15, 2026 | -1.03% Dec 7, 2017 - Dec 28, 2017 |
| #9 | -0.76% Nov 8, 2024 - Nov 29, 2024 | -0.99% Jul 2, 2026 - Jul 21, 2026 |
| #10 | -0.59% Jul 2, 2025 - Jul 21, 2025 | -0.88% Aug 15, 2017 - Sep 12, 2017 |
| #11 | -0.48% Apr 17, 2026 - May 6, 2026 | -0.71% Apr 15, 2019 - Apr 30, 2019 |
| #12 | -0.47% Aug 13, 2025 - Aug 22, 2025 | -0.71% Sep 12, 2017 - Oct 19, 2017 |
| #13 | -0.44% Jan 16, 2026 - Jan 22, 2026 | -0.65% Dec 28, 2018 - Jan 31, 2019 |
| #14 | -0.38% Feb 2, 2026 - Feb 6, 2026 | -0.64% Nov 20, 2017 - Dec 5, 2017 |
| #15 | -0.38% Sep 22, 2025 - Oct 1, 2025 | -0.58% Dec 21, 2018 - Dec 28, 2018 |
Correlation
Correlation between HYBI and FCAL is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2017 - 2026)
HYBI vs FCAL dividend yield comparison.
| Year | HYBI | FCAL |
|---|---|---|
| 2026 | 4.77% | 2.02% |
| 2025 | 8.48% | 3.22% |
| 2024 | 2.21% | 2.99% |
| 2023 | 0.00% | 2.74% |
| 2022 | 0.00% | 2.38% |
| 2021 | 0.00% | 2.03% |
| 2020 | 0.00% | 2.11% |
| 2019 | 0.00% | 2.68% |
| 2018 | 0.00% | 2.99% |
| 2017 | 0.00% | 1.30% |
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