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HYLS vs SCHR

First Trust Tactical High Yield ETF vs Schwab Intermediate-Term U.S. Treasury ETF

HYLS

First Trust Tactical High Yield ETF

First Trust

Annual cost

0.69%

Fund size

$1.6B

SCHR

Schwab Intermediate-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$13.0B

Key differences

  • SCHR costs 0.66% less per year.
  • SCHR is significantly larger than HYLS — larger funds tend to be more liquid and less likely to close.
  • HYLS is classified as alternative, while SCHR is fixed income — different risk/return profiles.
  • HYLS follows a long short strategy; SCHR uses index tracking.
  • Over the last 3 years, HYLS has delivered higher annualized returns.

Side-by-side comparison

HYLSSCHR
Annual cost (TER)0.69%0.03%
Fund size (AUM)$1.6B$13.0B
Since20132010
Dividend yield6.65%3.89%
Asset classalternativefixed income
Regionnorth america
Strategylong shortindex tracking
CAGR 1Y+5.9%+3.9%
CAGR 3Y+7.9%+2.9%
CAGR 5Y+3.0%+0.1%
Sharpe 3Y0.87-0.11
Volatility 1Y3.56%3.46%
Max drawdown-22.99%-16.11%

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

Similar to HYLS and SCHR