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HYLS vs FTBD

First Trust Tactical High Yield ETF vs Fidelity Tactical Bond ETF

HYLS

First Trust Tactical High Yield ETF

First Trust

Annual cost

0.69%

Fund size

$1.6B

FTBD

Fidelity Tactical Bond ETF

Fidelity Investments

Annual cost

0.55%

Fund size

$37M

Key differences

  • FTBD costs 0.14% less per year.
  • HYLS is significantly larger than FTBD — larger funds tend to be more liquid and less likely to close.
  • HYLS is classified as alternative, while FTBD is fixed income — different risk/return profiles.
  • HYLS follows a long short strategy; FTBD uses index tracking.
  • Over the last 3 years, HYLS has delivered higher annualized returns.
  • HYLS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HYLSFTBD
Annual cost (TER)0.69%0.55%
Fund size (AUM)$1.6B$37M
Since20132023
Dividend yield6.65%5.05%
Asset classalternativefixed income
Regionglobal
Strategylong shortindex tracking
CAGR 1Y+5.9%+7.3%
CAGR 3Y+7.9%+5.2%
CAGR 5Y+3.0%N/A
Sharpe 3Y0.870.30
Volatility 1Y3.56%4.37%
Max drawdown-22.99%-6.98%

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

Similar to HYLS and FTBD