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HYLS vs GTOQ

First Trust Tactical High Yield ETF vs Invesco High Yield Systematic Bond ETF

HYLS

First Trust Tactical High Yield ETF

First Trust

Annual cost

0.69%

Fund size

$1.6B

GTOQ

Invesco High Yield Systematic Bond ETF

Invesco

Annual cost

0.39%

Fund size

$162M

Key differences

  • GTOQ costs 0.30% less per year.
  • HYLS is significantly larger than GTOQ — larger funds tend to be more liquid and less likely to close.
  • HYLS follows a long short strategy; GTOQ uses multi strategy.
  • Over the last 3 years, GTOQ has delivered higher annualized returns.
  • HYLS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HYLSGTOQ
Annual cost (TER)0.69%0.39%
Fund size (AUM)$1.6B$162M
Since20132020
Dividend yield6.65%6.92%
Asset classalternativealternative
Regionnorth america
Strategylong shortmulti strategy
CAGR 1Y+5.9%+8.0%
CAGR 3Y+7.9%+9.3%
CAGR 5Y+3.0%+4.0%
Sharpe 3Y0.871.13
Volatility 1Y3.56%3.76%
Max drawdown-22.99%-15.96%

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

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