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IMCB vs HYLS

Comparison between ISHARES MORNINGSTAR MID-CAP ETF (IMCB, ETF) and FIRST TRUST TACTICAL HIGH YIELD ETF (HYLS, ETF).

5-Year PerformanceIMCB has outperformed HYLS, delivering a return of +9.1% compared to +2.9%

IMCB vs HYLS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IMCB
$1.60B
HYLS
$1.60B
Expense Ratio
Winner
IMCB
0.04%
HYLS
0.69%
Max Drawdown
IMCB
59.59%
Winner
HYLS
29.12%
Sharpe Ratio
Winner
IMCB
1.43
HYLS
0.34
5Y Beta
IMCB
0.86
Winner
HYLS
0.18
P/E Ratio
IMCB
25.86
HYLS
N/A
Forward P/E
IMCB
17.48
HYLS
N/A
PEG Ratio
IMCB
0.16
HYLS
N/A
5Y Dividends CAGR
Winner
IMCB
13.10%
HYLS
1.15%
5Y EPS CAGR
IMCB
13.64%
HYLS
N/A
Debt to Equity
IMCB
64.01%
HYLS
N/A
P/S Ratio
IMCB
1.88
HYLS
N/A
P/B Ratio
IMCB
3.43
HYLS
N/A

IMCB vs HYLS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IMCB
+3.48%
HYLS
+0.42%
3M
Winner
IMCB
+14.43%
HYLS
+1.95%
6M
Winner
IMCB
+14.26%
HYLS
+0.59%
1Y
Winner
IMCB
+23.55%
HYLS
+4.69%
5Y(CAGR)
Winner
IMCB
+9.06%
HYLS
+2.93%
10Y(CAGR)
Winner
IMCB
+13.69%
HYLS
+4.32%
Max(CAGR)
Winner
IMCB
+13.87%
HYLS
+4.39%

IMCB vs HYLS - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearIMCBHYLS
2026+14.45%+0.42%
2025+10.31%+7.80%
2024+15.66%+6.51%
2023+16.65%+12.58%
2022-15.81%-12.77%
2021+25.60%+3.66%
2020+18.08%+5.07%
2019+37.64%+14.37%
2018-7.56%-2.47%
2017+23.78%+5.99%
2016+19.86%+8.92%
2015+2.93%+0.04%
2014+21.96%+1.92%
2013+34.62%+8.46%
2012+20.38%N/A
2011+4.88%N/A
2010+30.65%N/A
2009+41.10%N/A
2008-34.99%N/A
2007+5.11%N/A
2006+17.24%N/A
2005+15.34%N/A
2004+14.81%N/A

IMCB vs HYLS Drawdown Comparison

The maximum drawdown for IMCB was -57.17%, occurring on Nov 20, 2008. Recovery took 833 trading sessions.

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

The current IMCB drawdown is -0.84%. The current HYLS drawdown is -0.17%.

RankIMCBHYLS
#1-57.17%
Jul 13, 2007 - Nov 2, 2010
-22.99%
Feb 12, 2020 - Aug 6, 2020
#2-40.99%
Feb 20, 2020 - Oct 8, 2020
-15.75%
Dec 31, 2021 - Jun 5, 2024
#3-25.14%
Nov 16, 2021 - Mar 1, 2024
-7.46%
Jun 2, 2015 - Jun 8, 2016
#4-23.16%
Jul 7, 2011 - Jan 25, 2012
-5.73%
Jul 3, 2014 - Feb 27, 2015
#5-19.79%
Nov 25, 2024 - Jul 22, 2025
-5.69%
Oct 1, 2018 - Jan 31, 2019
#6-18.02%
Sep 28, 2018 - Feb 15, 2019
-5.53%
May 22, 2013 - Oct 17, 2013
#7-15.89%
May 22, 2015 - Apr 18, 2016
-3.96%
Feb 28, 2025 - Apr 29, 2025
#8-10.93%
May 9, 2006 - Oct 12, 2006
-3.09%
Jan 22, 2026 - Jun 15, 2026
#9-10.61%
Apr 2, 2012 - Sep 6, 2012
-2.83%
Oct 24, 2016 - Jan 3, 2017
#10-9.31%
Sep 5, 2014 - Oct 31, 2014
-2.00%
Jan 8, 2018 - Jul 25, 2018
#11-8.84%
Jan 26, 2018 - Aug 3, 2018
-1.89%
Sep 2, 2020 - Oct 12, 2020
#12-8.05%
Feb 26, 2026 - Apr 17, 2026
-1.79%
Jun 8, 2016 - Jul 7, 2016
#13-8.02%
Mar 7, 2005 - Jun 16, 2005
-1.73%
Sep 16, 2021 - Dec 21, 2021
#14-7.99%
Oct 3, 2005 - Nov 22, 2005
-1.65%
Oct 25, 2017 - Dec 26, 2017
#15-7.86%
May 21, 2013 - Jul 12, 2013
-1.63%
Oct 12, 2020 - Nov 4, 2020

Correlation

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

0.98
-101

Dividend Comparison (2004 - 2026)

IMCB vs HYLS dividend yield comparison.

YearIMCBHYLS
20260.55%2.79%
20251.42%6.38%
20241.43%6.25%
20231.55%5.98%
20221.70%7.38%
20211.62%5.48%
20204.47%5.09%
20195.30%5.17%
20187.22%5.81%
20175.25%5.53%
20167.16%5.37%
20155.90%6.11%
20145.60%5.78%
20134.77%5.10%
20125.37%0.00%
20115.34%0.00%
20105.45%0.00%
20095.27%0.00%
20087.22%0.00%
20074.34%0.00%
20065.10%0.00%
20054.20%0.00%
20041.45%0.00%

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