IYE vs HYLS

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

5-Year PerformanceIYE has outperformed HYLS, delivering a return of +18.0% compared to +2.9%

IYE vs HYLS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IYE(ETF)	HYLS(ETF)
Net Assets	$1.60B	$1.60B
Expense Ratio	0.38%	0.69%
Max Drawdown	78.21%	29.12%
Sharpe Ratio	1.08	0.34
5Y Beta	0.54	0.18
P/E Ratio	21.57	N/A
Forward P/E	12.00	N/A
PEG Ratio	0.75	N/A
5Y Dividends CAGR	10.09%	1.15%
5Y EPS CAGR	20.12%	N/A
Debt to Equity	50.34%	N/A
P/S Ratio	1.59	N/A
P/B Ratio	2.35	N/A

Net Assets

IYE

$1.60B

HYLS

$1.60B

Expense Ratio

Winner

IYE

0.38%

HYLS

0.69%

Max Drawdown

IYE

78.21%

Winner

HYLS

29.12%

Sharpe Ratio

Winner

IYE

1.08

HYLS

0.34

5Y Beta

IYE

0.54

Winner

HYLS

0.18

P/E Ratio

IYE

21.57

HYLS

N/A

Forward P/E

IYE

12.00

HYLS

N/A

PEG Ratio

IYE

0.75

HYLS

N/A

5Y Dividends CAGR

Winner

IYE

10.09%

HYLS

1.15%

5Y EPS CAGR

IYE

20.12%

HYLS

N/A

Debt to Equity

IYE

50.34%

HYLS

N/A

P/S Ratio

IYE

1.59

HYLS

N/A

P/B Ratio

IYE

2.35

HYLS

N/A

IYE vs HYLS - Historical Returns

Returns include dividend reinvestment.

Period	IYE	HYLS
1 month	-7.65%	+0.42%
3 months	-7.85%	+1.95%
6 months	+23.48%	+0.59%
1 year	+29.81%	+4.69%
5 years(CAGR)	+18.05%	+2.93%
10 years(CAGR)	+7.78%	+4.32%
Max(CAGR)	+7.98%	+4.39%

IYE

-7.65%

Winner

HYLS

+0.42%

IYE

-7.85%

Winner

HYLS

+1.95%

Winner

IYE

+23.48%

HYLS

+0.59%

Winner

IYE

+29.81%

HYLS

+4.69%

5Y(CAGR)

Winner

IYE

+18.05%

HYLS

+2.93%

10Y(CAGR)

Winner

IYE

+7.78%

HYLS

+4.32%

Max(CAGR)

Winner

IYE

+7.98%

HYLS

+4.39%

IYE vs HYLS - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IYE	HYLS
2026	+20.40%	+0.42%
2025	+6.06%	+7.80%
2024	+5.01%	+6.51%
2023	+1.78%	+12.58%
2022	+55.61%	-12.77%
2021	+53.06%	+3.66%
2020	-34.05%	+5.07%
2019	+7.69%	+14.37%
2018	-20.69%	-2.47%
2017	-3.06%	+5.99%
2016	+25.79%	+8.92%
2015	-22.56%	+0.04%
2014	-8.39%	+1.92%
2013	+22.67%	+8.46%
2012	+1.63%	N/A
2011	+2.91%	N/A
2010	+15.56%	N/A
2009	+13.70%	N/A
2008	-37.19%	N/A
2007	+43.70%	N/A
2006	+17.98%	N/A
2005	+41.97%	N/A
2004	+35.76%	N/A
2003	+28.42%	N/A
2002	-12.56%	N/A
2001	-9.66%	N/A
2000	+7.84%	N/A

IYE vs HYLS Drawdown Comparison

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

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

The current IYE drawdown is -12.14%. The current HYLS drawdown is -0.17%.

Rank	IYE	HYLS
#1	-73.74% Jun 23, 2014 - May 6, 2022	-22.99% Feb 12, 2020 - Aug 6, 2020
#2	-55.61% May 20, 2008 - Jul 19, 2013	-15.75% Dec 31, 2021 - Jun 5, 2024
#3	-37.40% May 18, 2001 - Feb 17, 2004	-7.46% Jun 2, 2015 - Jun 8, 2016
#4	-25.60% Jun 7, 2022 - Oct 28, 2022	-5.73% Jul 3, 2014 - Feb 27, 2015
#5	-20.37% Nov 22, 2024 - Jan 5, 2026	-5.69% Oct 1, 2018 - Jan 31, 2019
#6	-18.82% Nov 15, 2022 - Mar 21, 2024	-5.53% May 22, 2013 - Oct 17, 2013
#7	-16.18% Jan 3, 2008 - Apr 15, 2008	-3.96% Feb 28, 2025 - Apr 29, 2025
#8	-15.79% Sep 29, 2005 - Jan 13, 2006	-3.09% Jan 22, 2026 - Jun 15, 2026
#9	-15.40% May 10, 2006 - Jul 31, 2006	-2.83% Oct 24, 2016 - Jan 3, 2017
#10	-14.46% Mar 4, 2005 - Jun 16, 2005	-2.00% Jan 8, 2018 - Jul 25, 2018
#11	-14.10% Mar 9, 2001 - Apr 26, 2001	-1.89% Sep 2, 2020 - Oct 12, 2020
#12	-13.79% Mar 27, 2026 - Jun 18, 2026	-1.79% Jun 8, 2016 - Jul 7, 2016
#13	-12.60% Apr 5, 2024 - Nov 20, 2024	-1.73% Sep 16, 2021 - Dec 21, 2021
#14	-12.57% Jul 19, 2007 - Sep 18, 2007	-1.65% Oct 25, 2017 - Dec 26, 2017
#15	-12.22% Aug 2, 2006 - Nov 8, 2006	-1.63% Oct 12, 2020 - Nov 4, 2020

Correlation

Correlation between IYE and HYLS is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.52

-101

Dividend Comparison (2000 - 2026)

IYE vs HYLS dividend yield comparison.

Year	IYE	HYLS
2026	1.06%	2.79%
2025	2.85%	6.38%
2024	2.75%	6.25%
2023	2.99%	5.98%
2022	3.37%	7.38%
2021	2.98%	5.48%
2020	4.75%	5.09%
2019	6.60%	5.17%
2018	3.16%	5.81%
2017	2.66%	5.53%
2016	2.11%	5.37%
2015	3.39%	6.11%
2014	2.05%	5.78%
2013	1.54%	5.10%
2012	1.67%	0.00%
2011	1.40%	0.00%
2010	1.28%	0.00%
2009	1.47%	0.00%
2008	3.07%	0.00%
2007	2.47%	0.00%
2006	3.15%	0.00%
2005	2.78%	0.00%
2004	3.53%	0.00%
2003	4.44%	0.00%
2002	5.25%	0.00%
2001	3.89%	0.00%
2000	1.45%	0.00%