HYLS vs IBTI

Comparison between FIRST TRUST TACTICAL HIGH YIELD ETF (HYLS, ETF) and ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF).

5-Year PerformanceHYLS has outperformed IBTI, delivering a return of +2.9% compared to +0.1%

HYLS vs IBTI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYLS(ETF)	IBTI(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.69%	0.07%
Max Drawdown	29.12%	20.83%
Sharpe Ratio	0.38	-0.24
5Y Beta	0.18	-0.02
5Y Dividends CAGR	1.15%	36.89%

Net Assets

HYLS

$1.60B

Winner

IBTI

$1.70B

Expense Ratio

HYLS

0.69%

Winner

IBTI

0.07%

Max Drawdown

HYLS

29.12%

Winner

IBTI

20.83%

Sharpe Ratio

Winner

HYLS

0.38

IBTI

-0.24

5Y Beta

HYLS

0.18

Winner

IBTI

-0.02

5Y Dividends CAGR

HYLS

1.15%

Winner

IBTI

36.89%

HYLS vs IBTI - Historical Returns

Returns include dividend reinvestment.

Period	HYLS	IBTI
1 month	+0.66%	+0.18%
3 months	+2.03%	+0.19%
6 months	+0.74%	+0.36%
1 year	+5.02%	+3.32%
5 years(CAGR)	+2.93%	+0.15%
10 years(CAGR)	+4.42%	N/A
Max(CAGR)	+4.39%	+0.21%

Winner

HYLS

+0.66%

IBTI

+0.18%

Winner

HYLS

+2.03%

IBTI

+0.19%

Winner

HYLS

+0.74%

IBTI

+0.36%

Winner

HYLS

+5.02%

IBTI

+3.32%

5Y(CAGR)

Winner

HYLS

+2.93%

IBTI

+0.15%

10Y(CAGR)

HYLS

+4.42%

IBTI

N/A

Max(CAGR)

Winner

HYLS

+4.39%

IBTI

+0.21%

HYLS vs IBTI - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	HYLS	IBTI
2026	+0.40%	+0.27%
2025	+7.80%	+6.24%
2024	+6.51%	+2.84%
2023	+12.58%	+4.22%
2022	-12.77%	-10.75%
2021	+3.66%	-3.53%
2020	+5.07%	+3.65%
2019	+14.37%	N/A
2018	-2.47%	N/A
2017	+5.99%	N/A
2016	+8.92%	N/A
2015	+0.04%	N/A
2014	+1.92%	N/A
2013	+8.46%	N/A

HYLS vs IBTI Drawdown Comparison

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

The maximum drawdown for IBTI was -18.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current HYLS drawdown is -0.19%. The current IBTI drawdown is -3.91%.

Rank	HYLS	IBTI
#1	-22.99% Feb 12, 2020 - Aug 6, 2020	-18.46% Aug 4, 2020 - Oct 20, 2022
#2	-15.75% Dec 31, 2021 - Jun 5, 2024	-4.63% Mar 9, 2020 - Apr 1, 2020
#3	-7.46% Jun 2, 2015 - Jun 8, 2016	-1.69% Apr 21, 2020 - Jul 17, 2020
#4	-5.73% Jul 3, 2014 - Feb 27, 2015	-0.94% Apr 3, 2020 - Apr 15, 2020
#5	-5.69% Oct 1, 2018 - Jan 31, 2019	-0.21% Apr 16, 2020 - Apr 20, 2020
#6	-5.53% May 22, 2013 - Oct 17, 2013	-0.19% Jul 23, 2020 - Jul 28, 2020
#7	-3.96% Feb 28, 2025 - Apr 29, 2025	-0.12% Jul 31, 2020 - Aug 4, 2020
#8	-3.09% Jan 22, 2026 - Jun 15, 2026	-0.04% Mar 3, 2020 - Mar 5, 2020
#9	-2.83% Oct 24, 2016 - Jan 3, 2017	-0.04% Apr 1, 2020 - Apr 3, 2020
#10	-2.00% Jan 8, 2018 - Jul 25, 2018	N/A
#11	-1.89% Sep 2, 2020 - Oct 12, 2020	N/A
#12	-1.79% Jun 8, 2016 - Jul 7, 2016	N/A
#13	-1.73% Sep 16, 2021 - Dec 21, 2021	N/A
#14	-1.65% Oct 25, 2017 - Dec 26, 2017	N/A
#15	-1.63% Oct 12, 2020 - Nov 4, 2020	N/A

Correlation

Correlation between HYLS and IBTI is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.34

-101

Dividend Comparison (2013 - 2026)

HYLS vs IBTI dividend yield comparison.

Year	HYLS	IBTI
2026	2.79%	1.54%
2025	6.38%	3.87%
2024	6.25%	3.92%
2023	5.98%	3.26%
2022	7.38%	1.70%
2021	5.48%	0.90%
2020	5.09%	0.56%
2019	5.17%	0.00%
2018	5.81%	0.00%
2017	5.53%	0.00%
2016	5.37%	0.00%
2015	6.11%	0.00%
2014	5.78%	0.00%
2013	5.10%	0.00%