Skip to content
Beacon
Screener

HYLS vs CDX

First Trust Tactical High Yield ETF vs Simplify High Yield ETF

HYLS

First Trust Tactical High Yield ETF

First Trust

Annual cost

0.69%

Fund size

$1.6B

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

Key differences

  • CDX costs 0.44% less per year.
  • HYLS is significantly larger than CDX — larger funds tend to be more liquid and less likely to close.
  • HYLS follows a long short strategy; CDX uses multi strategy.
  • HYLS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HYLSCDX
Annual cost (TER)0.69%0.25%
Fund size (AUM)$1.6B$440M
Since20132022
Dividend yield6.65%8.37%
Asset classalternativealternative
Regionnorth america
Strategylong shortmulti strategy
CAGR 1Y+5.9%-0.3%
CAGR 3Y+7.9%+7.8%
CAGR 5Y+3.0%N/A
Sharpe 3Y0.870.42
Volatility 1Y3.56%5.69%
Max drawdown-22.99%-13.24%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to HYLS and CDX