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HYLS vs LTAX

First Trust Tactical High Yield ETF vs Nomura Tax-Free USA ETF

HYLS

First Trust Tactical High Yield ETF

Annual cost

0.69%

Fund size

$1.6B

LTAX

Nomura Tax-Free USA ETF

Annual cost

0.39%

Fund size

$6M

Key differences

Both HYLS and LTAX are fixed income ETFs. HYLS charges 0.69% a year and LTAX 0.39%. The main difference: HYLS follows a long short strategy; LTAX uses active selection.

  • HYLS follows a long short strategy; LTAX uses active selection.
  • LTAX costs 0.30% less per year.
  • HYLS is much larger than LTAX. Larger funds are usually more liquid and less likely to close.
  • HYLS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HYLSLTAX
Annual cost (TER)0.69%0.39%
Fund size (AUM)$1.6B$6M
Since20132026
Dividend yield6.70%
Asset classfixed incomefixed income
Regionnorth america
Strategylong shortactive selection
CAGR 1Y+4.9%N/A
CAGR 3Y+8.1%N/A
CAGR 5Y+2.9%N/A
Sharpe 3Y0.89N/A
Volatility 1Y3.52%
Max drawdown-22.99%-3.19%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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