HYLS vs SPY

Comparison between FIRST TRUST TACTICAL HIGH YIELD ETF (HYLS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HYLS, delivering a return of +13.3% compared to +3.0%

HYLS vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYLS(ETF)	SPY(ETF)
Net Assets	$1.70B	$652B
Expense Ratio	0.69%	0.09%
Max Drawdown	29.12%	56.47%
Sharpe Ratio	0.82	2.07
5Y Beta	0.18	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	1.17%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Net Assets

HYLS

$1.70B

Winner

SPY

$652B

Expense Ratio

HYLS

0.69%

Winner

SPY

0.09%

Max Drawdown

Winner

HYLS

29.12%

SPY

56.47%

Sharpe Ratio

HYLS

0.82

Winner

SPY

2.07

5Y Beta

Winner

HYLS

0.18

SPY

1.00

P/E Ratio

HYLS

N/A

SPY

28.24

Forward P/E

HYLS

N/A

SPY

21.85

5Y Dividends CAGR

HYLS

1.17%

Winner

SPY

5.43%

5Y EPS CAGR

HYLS

N/A

SPY

25.79%

Debt to Equity

HYLS

N/A

SPY

22.35%

P/S Ratio

HYLS

N/A

SPY

3.55

P/B Ratio

HYLS

N/A

SPY

5.29

HYLS vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	HYLS	SPY
1 month	+0.72%	+9.11%
3 months	+0.50%	+6.59%
6 months	+1.67%	+10.56%
1 year	+6.80%	+32.04%
5 years(CAGR)	+2.97%	+13.35%
10 years(CAGR)	+4.46%	+15.49%
Max(CAGR)	+4.43%	+8.50%

HYLS

+0.72%

Winner

SPY

+9.11%

HYLS

+0.50%

Winner

SPY

+6.59%

HYLS

+1.67%

Winner

SPY

+10.56%

HYLS

+6.80%

Winner

SPY

+32.04%

5Y(CAGR)

HYLS

+2.97%

Winner

SPY

+13.35%

10Y(CAGR)

HYLS

+4.46%

Winner

SPY

+15.49%

Max(CAGR)

HYLS

+4.43%

Winner

SPY

+8.50%

HYLS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HYLS	SPY
2026	+0.32%	+8.27%
2025	+7.80%	+18.00%
2024	+6.51%	+25.59%
2023	+12.58%	+26.72%
2022	-12.77%	-18.64%
2021	+3.66%	+30.52%
2020	+5.07%	+17.28%
2019	+14.37%	+31.09%
2018	-2.47%	-5.24%
2017	+5.99%	+20.78%
2016	+8.92%	+13.59%
2015	+0.04%	+1.31%
2014	+1.92%	+14.56%
2013	+8.46%	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

HYLS vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current HYLS drawdown is -0.15%.

Rank	HYLS	SPY
#1	-22.99% Feb 12, 2020 - Aug 6, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-15.75% Dec 31, 2021 - Jun 5, 2024	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-7.46% Jun 2, 2015 - Jun 8, 2016	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-5.73% Jul 3, 2014 - Feb 27, 2015	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-5.69% Oct 1, 2018 - Jan 31, 2019	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-5.53% May 22, 2013 - Oct 17, 2013	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-3.96% Feb 28, 2025 - Apr 29, 2025	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-3.09% Jan 22, 2026 - Mar 30, 2026	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-2.83% Oct 24, 2016 - Jan 3, 2017	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-2.00% Jan 8, 2018 - Jul 25, 2018	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-1.89% Sep 2, 2020 - Oct 12, 2020	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-1.79% Jun 8, 2016 - Jul 7, 2016	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-1.73% Sep 16, 2021 - Dec 21, 2021	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-1.65% Oct 25, 2017 - Dec 26, 2017	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-1.63% Oct 12, 2020 - Nov 4, 2020	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HYLS and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (1999 - 2026)

HYLS vs SPY dividend yield comparison.

Year	HYLS	SPY
2026	2.22%	0.24%
2025	6.38%	1.07%
2024	6.25%	1.21%
2023	5.98%	1.40%
2022	7.38%	1.65%
2021	5.48%	1.20%
2020	5.09%	1.52%
2019	5.17%	1.75%
2018	5.81%	2.04%
2017	5.53%	1.80%
2016	5.37%	2.03%
2015	6.11%	2.06%
2014	5.78%	1.87%
2013	5.10%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%