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SHYG vs FTCS

Comparison between ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG, ETF) and FIRST TRUST CAPITAL STRENGTH ETF (FTCS, ETF).

5-Year PerformanceFTCS has outperformed SHYG, delivering a return of +6.0% compared to +4.9%

SHYG vs FTCS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SHYG
$7.60B
Winner
FTCS
$7.70B
Expense Ratio
Winner
SHYG
0.30%
FTCS
0.53%
Max Drawdown
Winner
SHYG
26.29%
FTCS
54.12%
Sharpe Ratio
Winner
SHYG
0.86
FTCS
0.21
5Y Beta
Winner
SHYG
0.22
FTCS
0.50
P/E Ratio
SHYG
N/A
FTCS
22.22
Forward P/E
SHYG
N/A
FTCS
19.28
PEG Ratio
SHYG
N/A
FTCS
1.19
5Y Dividends CAGR
SHYG
5.45%
Winner
FTCS
7.50%
5Y EPS CAGR
SHYG
N/A
FTCS
14.32%
Debt to Equity
SHYG
N/A
FTCS
199.64%
P/S Ratio
SHYG
N/A
FTCS
2.61
P/B Ratio
SHYG
N/A
FTCS
6.29

SHYG vs FTCS - Historical Returns

Returns include dividend reinvestment.

1M
SHYG
+1.01%
Winner
FTCS
+2.02%
3M
Winner
SHYG
+2.33%
FTCS
-0.08%
6M
Winner
SHYG
+2.34%
FTCS
+1.37%
1Y
Winner
SHYG
+6.67%
FTCS
+5.84%
5Y(CAGR)
SHYG
+4.87%
Winner
FTCS
+5.96%
10Y(CAGR)
SHYG
+5.24%
Winner
FTCS
+10.48%
Max(CAGR)
SHYG
+4.42%
Winner
FTCS
+9.65%

SHYG vs FTCS - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearSHYGFTCS
2026+1.82%+2.33%
2025+7.71%+6.98%
2024+8.38%+10.97%
2023+10.24%+8.67%
2022-4.63%-9.29%
2021+4.78%+28.70%
2020+2.98%+12.17%
2019+10.08%+27.07%
2018+0.04%-4.59%
2017+4.86%+25.89%
2016+12.94%+10.18%
2015-3.10%+1.98%
2014+0.23%+17.01%
2013+1.99%+32.53%
2012N/A+12.55%
2011N/A-3.85%
2010N/A+12.82%
2009N/A+35.20%
2008N/A-36.49%
2007N/A+11.59%
2006N/A+11.22%

SHYG vs FTCS Drawdown Comparison

The maximum drawdown for SHYG was -19.27%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.

The maximum drawdown for FTCS was -53.64%, occurring on Nov 20, 2008. Recovery took 904 trading sessions.

The current FTCS drawdown is -4.80%.

RankSHYGFTCS
#1-19.27%
Feb 14, 2020 - Nov 17, 2020
-53.64%
Jul 13, 2007 - Feb 11, 2011
#2-10.32%
May 29, 2015 - Jul 8, 2016
-31.93%
Feb 19, 2020 - Aug 6, 2020
#3-9.39%
Dec 27, 2021 - Jul 13, 2023
-24.50%
May 2, 2011 - Mar 13, 2012
#4-5.15%
Jun 23, 2014 - Apr 9, 2015
-20.94%
Dec 29, 2021 - Feb 15, 2024
#5-5.04%
Oct 1, 2018 - Jan 31, 2019
-18.64%
Sep 21, 2018 - Apr 16, 2019
#6-4.53%
Feb 28, 2025 - May 12, 2025
-17.33%
Apr 2, 2012 - Sep 14, 2012
#7-2.69%
Oct 24, 2016 - Dec 6, 2016
-12.62%
Nov 29, 2024 - Aug 13, 2025
#8-2.39%
Sep 1, 2023 - Nov 3, 2023
-10.94%
Mar 2, 2015 - Mar 17, 2016
#9-1.86%
Jan 26, 2018 - Apr 12, 2018
-10.45%
Jan 26, 2018 - Aug 29, 2018
#10-1.75%
Feb 2, 2026 - Apr 8, 2026
-8.66%
Oct 18, 2012 - Jan 2, 2013
#11-1.74%
Mar 27, 2024 - May 3, 2024
-8.00%
Sep 2, 2020 - Nov 13, 2020
#12-1.61%
Nov 5, 2021 - Dec 23, 2021
-7.74%
Mar 2, 2026 - Mar 27, 2026
#13-1.57%
Mar 1, 2017 - Apr 20, 2017
-6.26%
Sep 2, 2021 - Oct 25, 2021
#14-1.48%
May 3, 2019 - Jun 18, 2019
-6.09%
Sep 19, 2014 - Oct 29, 2014
#15-1.38%
Oct 20, 2017 - Jan 3, 2018
-5.96%
Feb 17, 2011 - Apr 6, 2011

Correlation

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

0.98
-101

Dividend Comparison (2006 - 2026)

SHYG vs FTCS dividend yield comparison.

YearSHYGFTCS
20262.92%0.30%
20257.03%1.04%
20246.93%1.33%
20236.54%1.47%
20225.57%1.23%
20214.83%1.06%
20205.07%0.93%
20195.33%1.26%
20185.90%1.26%
20175.49%1.15%
20165.53%1.43%
20155.17%1.50%
20144.33%2.01%
20130.85%1.34%
20120.00%1.81%
20110.00%1.93%
20100.00%1.74%
20090.00%1.35%
20080.00%1.89%
20070.00%0.85%
20060.00%0.40%

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