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WAR vs HYLS

U.S. Global Technology and Aerospace & Defense ETF vs First Trust Tactical High Yield ETF

WAR

U.S. Global Technology and Aerospace & Defense ETF

U.S. Global Investors

Annual cost

0.60%

Fund size

$27M

HYLS

First Trust Tactical High Yield ETF

First Trust

Annual cost

0.69%

Fund size

$1.6B

Key differences

  • WAR costs 0.09% less per year.
  • HYLS is significantly larger than WAR — larger funds tend to be more liquid and less likely to close.
  • WAR is classified as equity, while HYLS is alternative — different risk/return profiles.
  • WAR follows a active selection strategy; HYLS uses long short.
  • HYLS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WARHYLS
Annual cost (TER)0.60%0.69%
Fund size (AUM)$27M$1.6B
Since20242013
Dividend yield0.14%6.65%
Asset classequityalternative
Regionglobal
Strategyactive selectionlong short
CAGR 1Y+70.5%+5.9%
CAGR 3YN/A+7.9%
CAGR 5YN/A+3.0%
Sharpe 3YN/A0.87
Volatility 1Y26.67%3.56%
Max drawdown-19.13%-22.99%

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

Similar to WAR and HYLS