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IYK vs HYLS

Comparison between ISHARES U.S. CONSUMER STAPLES ETF (IYK, ETF) and FIRST TRUST TACTICAL HIGH YIELD ETF (HYLS, ETF).

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

IYK vs HYLS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYK
$1.60B
HYLS
$1.60B
Expense Ratio
Winner
IYK
0.38%
HYLS
0.69%
Max Drawdown
IYK
44.10%
Winner
HYLS
29.12%
Sharpe Ratio
IYK
0.24
Winner
HYLS
0.34
5Y Beta
Winner
IYK
0.11
HYLS
0.18
P/E Ratio
IYK
25.39
HYLS
N/A
Forward P/E
IYK
17.64
HYLS
N/A
PEG Ratio
IYK
0.65
HYLS
N/A
5Y Dividends CAGR
Winner
IYK
19.15%
HYLS
1.15%
5Y EPS CAGR
IYK
8.24%
HYLS
N/A
Debt to Equity
IYK
135.41%
HYLS
N/A
P/S Ratio
IYK
0.96
HYLS
N/A
P/B Ratio
IYK
4.51
HYLS
N/A

IYK vs HYLS - Historical Returns

Returns include dividend reinvestment.

1M
IYK
-0.06%
Winner
HYLS
+0.42%
3M
Winner
IYK
+4.90%
HYLS
+1.95%
6M
Winner
IYK
+9.24%
HYLS
+0.59%
1Y
Winner
IYK
+5.43%
HYLS
+4.69%
5Y(CAGR)
Winner
IYK
+9.11%
HYLS
+2.93%
10Y(CAGR)
Winner
IYK
+12.74%
HYLS
+4.32%
Max(CAGR)
Winner
IYK
+12.77%
HYLS
+4.39%

IYK vs HYLS - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIYKHYLS
2026+9.69%+0.42%
2025+5.25%+7.80%
2024+3.60%+6.51%
2023+3.15%+12.58%
2022+8.20%-12.77%
2021+22.12%+3.66%
2020+37.94%+5.07%
2019+34.57%+14.37%
2018-9.20%-2.47%
2017+20.14%+5.99%
2016+12.04%+8.92%
2015+11.00%+0.04%
2014+17.14%+1.92%
2013+31.92%+8.46%
2012+16.91%N/A
2011+12.71%N/A
2010+23.19%N/A
2009+27.13%N/A
2008-21.79%N/A
2007+13.19%N/A
2006+18.07%N/A
2005+5.73%N/A
2004+15.00%N/A
2003+21.68%N/A
2002-3.22%N/A
2001+6.00%N/A
2000+6.94%N/A

IYK vs HYLS Drawdown Comparison

The maximum drawdown for IYK was -39.61%, occurring on Mar 9, 2009. Recovery took 522 trading sessions.

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

The current IYK drawdown is -5.76%. The current HYLS drawdown is -0.17%.

RankIYKHYLS
#1-39.61%
Dec 10, 2007 - Jan 6, 2010
-22.99%
Feb 12, 2020 - Aug 6, 2020
#2-33.19%
Feb 20, 2020 - Jul 15, 2020
-15.75%
Dec 31, 2021 - Jun 5, 2024
#3-22.37%
May 2, 2002 - Nov 3, 2003
-7.46%
Jun 2, 2015 - Jun 8, 2016
#4-15.50%
Jan 24, 2018 - Mar 29, 2019
-5.73%
Jul 3, 2014 - Feb 27, 2015
#5-13.22%
Jul 7, 2011 - Dec 23, 2011
-5.69%
Oct 1, 2018 - Jan 31, 2019
#6-13.13%
Apr 21, 2022 - Nov 30, 2022
-5.53%
May 22, 2013 - Oct 17, 2013
#7-12.57%
Feb 12, 2001 - Aug 24, 2001
-3.96%
Feb 28, 2025 - Apr 29, 2025
#8-10.91%
Sep 4, 2024 - Mar 3, 2025
-3.09%
Jan 22, 2026 - Jun 15, 2026
#9-10.68%
Feb 27, 2026 - Apr 21, 2026
-2.83%
Oct 24, 2016 - Jan 3, 2017
#10-10.49%
Jul 28, 2023 - Jan 2, 2024
-2.00%
Jan 8, 2018 - Jul 25, 2018
#11-10.04%
Aug 5, 2015 - Oct 16, 2015
-1.89%
Sep 2, 2020 - Oct 12, 2020
#12-9.82%
Apr 22, 2010 - Sep 15, 2010
-1.79%
Jun 8, 2016 - Jul 7, 2016
#13-9.21%
Jun 30, 2004 - Dec 2, 2004
-1.73%
Sep 16, 2021 - Dec 21, 2021
#14-9.05%
Feb 8, 2021 - Apr 6, 2021
-1.65%
Oct 25, 2017 - Dec 26, 2017
#15-9.02%
Sep 5, 2001 - Nov 6, 2001
-1.63%
Oct 12, 2020 - Nov 4, 2020

Correlation

Correlation between IYK and HYLS is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2000 - 2026)

IYK vs HYLS dividend yield comparison.

YearIYKHYLS
20261.04%2.79%
20252.75%6.38%
20242.63%6.25%
20238.23%5.98%
20226.49%7.38%
20214.46%5.48%
20204.26%5.09%
20196.63%5.17%
20188.43%5.81%
20175.21%5.53%
20167.88%5.37%
20156.34%6.11%
20145.47%5.78%
20135.52%5.10%
20126.71%0.00%
20116.32%0.00%
20106.45%0.00%
20097.24%0.00%
20087.49%0.00%
20075.58%0.00%
20065.65%0.00%
20054.85%0.00%
20044.09%0.00%
20034.16%0.00%
20024.46%0.00%
20013.60%0.00%
20001.73%0.00%

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