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HYLS vs STOT

First Trust Tactical High Yield ETF vs State Street DoubleLine Short Duration Total Return Tactical ETF

HYLS

First Trust Tactical High Yield ETF

First Trust

Annual cost

0.69%

Fund size

$1.6B

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

State Street Investment Management

Annual cost

0.45%

Fund size

$428M

Key differences

  • STOT costs 0.24% less per year.
  • HYLS is significantly larger than STOT — larger funds tend to be more liquid and less likely to close.
  • HYLS is classified as alternative, while STOT is fixed income — different risk/return profiles.
  • HYLS follows a long short strategy; STOT uses index tracking.
  • Over the last 3 years, HYLS has delivered higher annualized returns.

Side-by-side comparison

HYLSSTOT
Annual cost (TER)0.69%0.45%
Fund size (AUM)$1.6B$428M
Since20132016
Dividend yield6.65%4.40%
Asset classalternativefixed income
Regionnorth america
Strategylong shortindex tracking
CAGR 1Y+5.9%+4.5%
CAGR 3Y+7.9%+5.4%
CAGR 5Y+3.0%+2.8%
Sharpe 3Y0.871.07
Volatility 1Y3.56%1.38%
Max drawdown-22.99%-6.07%

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

Similar to HYLS and STOT