Compare · 2 funds side by side · dividends reinvested

HYLS and SHYG

HYLSFirst Trust×SHYGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,513SHYG · best of the two

02 / 04

HYLS and SHYG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-5 Year High Yield Corporate Bond ETFBonds & Cash · High yield0.30%7.18%+1.3%+2.6%+7.9%+4.6%−2.1%3.1%$7.7B1.1

First Trust Tactical High Yield ETFBonds & Cash · High yield0.69%6.82%+0.3%+1.4%+8.0%+2.8%−3.1%3.7%$1.6B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: HYLS 2013 · SHYG 2013

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Tactical High Yield ETF · $1.6B$11,463

HYLS

SHYG

iShares 0-5 Year High Yield Corporate Bond ETF · $7.7B$12,513

$10,000 five years ago, dividends reinvested

HYLSMeasureSHYG

+0.3%Year to dateJan 1 → Nov 3+1.3%

+1.4%1 yearTotal return+2.6%

+8.0%3 years · per year$10,000 became $12,594 · $12,555+7.9%

+2.8%5 years · per year$10,000 became $11,463 · $12,513+4.6%

0.69%Expense ratio$69 · $30 a year on $10k · lower is better0.30%

6.82%Trailing 12-mo yield$682 · $718 a year on $10k7.18%

−3.1%Worst dropSmaller is better−2.1%

3.7%VolatilityLower is calmer3.1%

HYLSSHYG Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7SHYG wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HYLS vs SHYG: Top 5 Holdings

Today

HYLS

[…]in top 5

SHYG

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

HYLS vs SHYG Returns, Every Period

First TrustHYLS

+2.8%

5 years, per year

SHYGiShares

+4.6%

5 years, per year

HYLSSHYGFaded: behind in that period

1–3SHYG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

HYLS vs SHYG

YTD

First TrustHYLS

+0.3%

SHYGiShares

+1.3%

+0.3%Year to date+1.3%

−3.1%Worst drop · 1Y−2.1%

3.7%Volatility · 1Y3.1%

6.8%Yield7.2%

$1.6BAssets$7.7B

4–0SHYG wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HYLS, SHYG

Today

0.30%lowest, SHYG

FundExpense ratioFee$10k

SHYG0.30%$30

HYLS0.69%$69

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: HYLS, SHYG

7.18%highest, SHYG

FundTrailing yieldYield$10k

SHYG7.18%$718

HYLS6.82%$682

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$688most kept, SHYG

SHYG$718 − $30 = $688

HYLS$682 − $69 = $613

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: HYLS, SHYG

Today

[…]holdings […]

HYLSSHYG

HYLS—[…]

SHYG[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.6%SHYG, at 3.1% volatility

SHYGWorst drop−2.1%3.1% vol

HYLSWorst drop−3.1%3.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SHYGHYLS

+1.3%Year to date+0.3%

7.2%Yield6.8%

+2.6%Past year+1.4%

0.30%Fee0.69%

4–0SHYG wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026