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HYLS vs ZHOG

First Trust Tactical High Yield ETF vs F/m Opportunistic Income ETF

HYLS

First Trust Tactical High Yield ETF

First Trust

Annual cost

0.69%

Fund size

$1.6B

ZHOG

F/m Opportunistic Income ETF

F/m investments, LLC

Annual cost

0.43%

Fund size

$45M

Key differences

  • ZHOG costs 0.26% less per year.
  • HYLS is significantly larger than ZHOG — larger funds tend to be more liquid and less likely to close.
  • HYLS is classified as alternative, while ZHOG is fixed income — different risk/return profiles.
  • HYLS follows a long short strategy; ZHOG uses active selection.
  • HYLS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HYLSZHOG
Annual cost (TER)0.69%0.43%
Fund size (AUM)$1.6B$45M
Since20132023
Dividend yield6.65%5.60%
Asset classalternativefixed income
Regionnorth america
Strategylong shortactive selection
CAGR 1Y+5.9%+5.9%
CAGR 3Y+7.9%N/A
CAGR 5Y+3.0%N/A
Sharpe 3Y0.87N/A
Volatility 1Y3.56%1.61%
Max drawdown-22.99%-3.66%

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

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