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HYLS vs RHRX

First Trust Tactical High Yield ETF vs RH Tactical Rotation ETF

HYLS

First Trust Tactical High Yield ETF

First Trust

Annual cost

0.69%

Fund size

$1.6B

RHRX

RH Tactical Rotation ETF

Adaptive ETF

Annual cost

1.38%

Fund size

$34M

Key differences

  • HYLS costs 0.69% less per year.
  • HYLS is significantly larger than RHRX — larger funds tend to be more liquid and less likely to close.
  • HYLS follows a long short strategy; RHRX uses option income.
  • Over the last 3 years, RHRX has delivered higher annualized returns.

Side-by-side comparison

HYLSRHRX
Annual cost (TER)0.69%1.38%
Fund size (AUM)$1.6B$34M
Since20132012
Dividend yield6.65%0.00%
Asset classalternativealternative
Regionnorth america
Strategylong shortoption income
CAGR 1Y+5.9%+39.5%
CAGR 3Y+7.9%+22.4%
CAGR 5Y+3.0%N/A
Sharpe 3Y0.871.09
Volatility 1Y3.56%13.26%
Max drawdown-22.99%-25.33%

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

Similar to HYLS and RHRX