HYLS vs IYE

Comparison between FIRST TRUST TACTICAL HIGH YIELD ETF (HYLS, ETF) and ISHARES U.S. ENERGY ETF (IYE, ETF).

5-Year PerformanceIYE has outperformed HYLS, delivering a return of +19.1% compared to +3.0%

HYLS vs IYE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYLS(ETF)	IYE(ETF)
Net Assets	$1.70B	$1.70B
Expense Ratio	0.69%	0.38%
Max Drawdown	29.12%	78.21%
Sharpe Ratio	0.82	1.70
5Y Beta	0.18	0.59
P/E Ratio	N/A	20.91
Forward P/E	N/A	14.94
PEG Ratio	N/A	0.82
5Y Dividends CAGR	1.17%	11.55%
5Y EPS CAGR	N/A	22.38%
Debt to Equity	N/A	40.52%
P/S Ratio	N/A	1.73
P/B Ratio	N/A	2.57

Net Assets

HYLS

$1.70B

IYE

$1.70B

Expense Ratio

HYLS

0.69%

Winner

IYE

0.38%

Max Drawdown

Winner

HYLS

29.12%

IYE

78.21%

Sharpe Ratio

HYLS

0.82

Winner

IYE

1.70

5Y Beta

Winner

HYLS

0.18

IYE

0.59

P/E Ratio

HYLS

N/A

IYE

20.91

Forward P/E

HYLS

N/A

IYE

14.94

PEG Ratio

HYLS

N/A

IYE

0.82

5Y Dividends CAGR

HYLS

1.17%

Winner

IYE

11.55%

5Y EPS CAGR

HYLS

N/A

IYE

22.38%

Debt to Equity

HYLS

N/A

IYE

40.52%

P/S Ratio

HYLS

N/A

IYE

1.73

P/B Ratio

HYLS

N/A

IYE

2.57

HYLS vs IYE - Historical Returns

Returns include dividend reinvestment.

Period	HYLS	IYE
1 month	+0.72%	-4.01%
3 months	+0.50%	+4.75%
6 months	+1.67%	+25.73%
1 year	+6.80%	+39.95%
5 years(CAGR)	+2.97%	+19.13%
10 years(CAGR)	+4.46%	+8.79%
Max(CAGR)	+4.43%	+7.27%

Winner

HYLS

+0.72%

IYE

-4.01%

HYLS

+0.50%

Winner

IYE

+4.75%

HYLS

+1.67%

Winner

IYE

+25.73%

HYLS

+6.80%

Winner

IYE

+39.95%

5Y(CAGR)

HYLS

+2.97%

Winner

IYE

+19.13%

10Y(CAGR)

HYLS

+4.46%

Winner

IYE

+8.79%

Max(CAGR)

HYLS

+4.43%

Winner

IYE

+7.27%

HYLS vs IYE - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	HYLS	IYE
2026	+0.32%	+22.32%
2025	+7.80%	+6.06%
2024	+6.51%	+5.01%
2023	+12.58%	+1.78%
2022	-12.77%	+55.61%
2021	+3.66%	+53.06%
2020	+5.07%	-34.05%
2019	+14.37%	+7.69%
2018	-2.47%	-20.69%
2017	+5.99%	-3.06%
2016	+8.92%	+25.79%
2015	+0.04%	-22.56%
2014	+1.92%	-8.39%
2013	+8.46%	+22.67%
2012	N/A	+1.63%
2011	N/A	+2.91%
2010	N/A	+15.56%
2009	N/A	+13.70%
2008	N/A	-37.78%
2007	N/A	+41.04%
2006	N/A	+15.31%
2005	N/A	+39.26%
2004	N/A	+32.27%
2003	N/A	+24.20%
2002	N/A	-15.27%
2001	N/A	-11.91%
2000	N/A	+6.75%

HYLS vs IYE Drawdown Comparison

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

The maximum drawdown for IYE was -73.74%, occurring on Mar 18, 2020. Recovery took 1983 trading sessions.

The current HYLS drawdown is -0.15%. The current IYE drawdown is -10.74%.

Rank	HYLS	IYE
#1	-22.99% Feb 12, 2020 - Aug 6, 2020	-73.74% Jun 23, 2014 - May 6, 2022
#2	-15.75% Dec 31, 2021 - Jun 5, 2024	-55.81% May 20, 2008 - Sep 18, 2013
#3	-7.46% Jun 2, 2015 - Jun 8, 2016	-39.58% May 18, 2001 - Jun 23, 2004
#4	-5.73% Jul 3, 2014 - Feb 27, 2015	-25.60% Jun 7, 2022 - Oct 28, 2022
#5	-5.69% Oct 1, 2018 - Jan 31, 2019	-20.37% Nov 22, 2024 - Jan 5, 2026
#6	-5.53% May 22, 2013 - Oct 17, 2013	-18.82% Nov 15, 2022 - Mar 21, 2024
#7	-3.96% Feb 28, 2025 - Apr 29, 2025	-16.18% Jan 3, 2008 - Apr 16, 2008
#8	-3.09% Jan 22, 2026 - Mar 30, 2026	-15.79% Sep 29, 2005 - Jan 17, 2006
#9	-2.83% Oct 24, 2016 - Jan 3, 2017	-15.40% May 10, 2006 - Nov 9, 2006
#10	-2.00% Jan 8, 2018 - Jul 25, 2018	-14.87% Mar 4, 2005 - Jun 17, 2005
#11	-1.89% Sep 2, 2020 - Oct 12, 2020	-14.10% Mar 9, 2001 - Apr 26, 2001
#12	-1.79% Jun 8, 2016 - Jul 7, 2016	-12.60% Apr 5, 2024 - Nov 20, 2024
#13	-1.73% Sep 16, 2021 - Dec 21, 2021	-12.57% Jul 19, 2007 - Sep 18, 2007
#14	-1.65% Oct 25, 2017 - Dec 26, 2017	-12.38% Oct 12, 2000 - Mar 7, 2001
#15	-1.63% Oct 12, 2020 - Nov 4, 2020	-12.31% Dec 14, 2006 - Apr 4, 2007

Correlation

Correlation between HYLS and IYE is 0.50 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.50

-101

Dividend Comparison (2000 - 2026)

HYLS vs IYE dividend yield comparison.

Year	HYLS	IYE
2026	2.22%	0.52%
2025	6.38%	2.85%
2024	6.25%	2.75%
2023	5.98%	2.99%
2022	7.38%	3.37%
2021	5.48%	2.98%
2020	5.09%	4.75%
2019	5.17%	6.60%
2018	5.81%	3.16%
2017	5.53%	2.66%
2016	5.37%	2.11%
2015	6.11%	3.39%
2014	5.78%	2.05%
2013	5.10%	1.54%
2012	0.00%	1.67%
2011	0.00%	1.40%
2010	0.00%	1.28%
2009	0.00%	1.47%
2008	0.00%	1.54%
2007	0.00%	0.82%
2006	0.00%	1.05%
2005	0.00%	0.93%
2004	0.00%	1.18%
2003	0.00%	1.48%
2002	0.00%	1.75%
2001	0.00%	1.30%
2000	0.00%	0.48%