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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 +9.5% compared to +3.1%

IMCB vs HYLS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IMCB
$1.70B
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
1.54
HYLS
0.04
5Y Beta
IMCB
0.86
Winner
HYLS
0.18
P/E Ratio
IMCB
26.30
HYLS
N/A
Forward P/E
IMCB
18.62
HYLS
N/A
PEG Ratio
IMCB
0.35
HYLS
N/A
5Y Dividends CAGR
Winner
IMCB
13.09%
HYLS
1.02%
5Y EPS CAGR
IMCB
11.99%
HYLS
N/A
Debt to Equity
IMCB
92.71%
HYLS
N/A
P/S Ratio
IMCB
1.93
HYLS
N/A
P/B Ratio
IMCB
3.57
HYLS
N/A

IMCB vs HYLS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IMCB
+2.73%
HYLS
+0.37%
3M
Winner
IMCB
+9.62%
HYLS
+0.94%
6M
Winner
IMCB
+14.58%
HYLS
+1.46%
1Y
Winner
IMCB
+26.58%
HYLS
+3.96%
5Y(CAGR)
Winner
IMCB
+9.55%
HYLS
+3.06%
10Y(CAGR)
Winner
IMCB
+11.51%
HYLS
+4.14%
Max(CAGR)
Winner
IMCB
+10.53%
HYLS
+4.39%

IMCB vs HYLS - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearIMCBHYLS
2026+20.13%+1.02%
2025+10.31%+7.80%
2024+15.66%+6.51%
2023+16.65%+12.58%
2022-15.81%-12.77%
2021+24.84%+3.66%
2020+13.21%+5.07%
2019+31.94%+14.37%
2018-11.90%-2.47%
2017+18.71%+5.99%
2016+13.45%+8.92%
2015-1.38%+0.04%
2014+16.81%+1.92%
2013+29.45%+8.46%
2012+15.55%N/A
2011+0.77%N/A
2010+24.95%N/A
2009+34.77%N/A
2008-37.81%N/A
2007+1.91%N/A
2006+12.68%N/A
2005+11.63%N/A
2004+13.47%N/A

IMCB vs HYLS Drawdown Comparison

The maximum drawdown for IMCB was -58.80%, occurring on Mar 9, 2009. Recovery took 899 trading sessions.

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

The current HYLS drawdown is -0.15%.

RankIMCBHYLS
#1-58.80%
Jul 13, 2007 - Feb 7, 2011
-22.99%
Feb 12, 2020 - Aug 6, 2020
#2-40.99%
Feb 20, 2020 - Nov 9, 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
#4-24.12%
Apr 29, 2011 - Feb 3, 2012
-5.73%
Jul 3, 2014 - Feb 27, 2015
#5-20.32%
Aug 29, 2018 - Apr 3, 2019
-5.69%
Oct 1, 2018 - Jan 31, 2019
#6-19.79%
Nov 25, 2024 - Jul 22, 2025
-5.53%
May 22, 2013 - Oct 17, 2013
#7-18.79%
May 22, 2015 - Jul 12, 2016
-3.96%
Feb 28, 2025 - Apr 29, 2025
#8-11.06%
May 9, 2006 - Oct 16, 2006
-3.09%
Jan 22, 2026 - Jun 15, 2026
#9-10.64%
Mar 19, 2012 - Sep 7, 2012
-2.83%
Oct 24, 2016 - Jan 3, 2017
#10-10.09%
Sep 5, 2014 - Nov 6, 2014
-2.00%
Jan 8, 2018 - Jul 25, 2018
#11-8.86%
Jan 26, 2018 - Aug 29, 2018
-1.89%
Sep 2, 2020 - Oct 12, 2020
#12-8.71%
Mar 7, 2005 - Jun 16, 2005
-1.79%
Jun 8, 2016 - Jul 7, 2016
#13-8.42%
Sep 12, 2005 - Nov 22, 2005
-1.73%
Sep 16, 2021 - Dec 21, 2021
#14-8.05%
Feb 26, 2026 - Apr 17, 2026
-1.65%
Oct 25, 2017 - Dec 26, 2017
#15-7.86%
May 21, 2013 - Jul 22, 2013
-1.63%
Oct 12, 2020 - Nov 4, 2020

Correlation

Correlation between IMCB and HYLS is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2004 - 2026)

IMCB vs HYLS dividend yield comparison.

YearIMCBHYLS
20260.52%3.93%
20251.42%6.38%
20241.43%6.25%
20231.55%5.98%
20221.70%7.38%
20211.08%5.48%
20201.12%5.09%
20191.32%5.17%
20181.80%5.81%
20171.31%5.53%
20161.79%5.37%
20151.47%6.11%
20141.40%5.78%
20131.19%5.10%
20121.34%0.00%
20111.34%0.00%
20101.36%0.00%
20091.32%0.00%
20081.81%0.00%
20071.08%0.00%
20061.28%0.00%
20051.05%0.00%
20040.36%0.00%

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