FFTWX vs. HYLS
Compare and contrast key facts about Fidelity Freedom 2025 Fund (FFTWX) and First Trust Tactical High Yield ETF (HYLS).
FFTWX is managed by Fidelity. It was launched on Nov 6, 2003. HYLS is an actively managed fund by First Trust. It was launched on Feb 27, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFTWX or HYLS.
Key characteristics
| FFTWX | HYLS | |
|---|---|---|
| YTD Return | 11.03% | 6.16% |
| 1Y Return | 20.34% | 12.83% |
| 3Y Return (Ann) | 1.38% | 2.02% |
| 5Y Return (Ann) | 6.65% | 3.24% |
| 10Y Return (Ann) | 6.73% | 3.88% |
| Sharpe Ratio | 2.67 | 2.97 |
| Sortino Ratio | 3.95 | 4.51 |
| Omega Ratio | 1.50 | 1.62 |
| Calmar Ratio | 1.55 | 1.94 |
| Martin Ratio | 16.70 | 18.37 |
| Ulcer Index | 1.26% | 0.72% |
| Daily Std Dev | 7.92% | 4.43% |
| Max Drawdown | -44.91% | -22.99% |
| Current Drawdown | -0.69% | -0.07% |
Correlation
The correlation between FFTWX and HYLS is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FFTWX vs. HYLS - Performance Comparison
In the year-to-date period, FFTWX achieves a 11.03% return, which is significantly higher than HYLS's 6.16% return. Over the past 10 years, FFTWX has outperformed HYLS with an annualized return of 6.73%, while HYLS has yielded a comparatively lower 3.88% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FFTWX vs. HYLS - Expense Ratio Comparison
FFTWX has a 0.62% expense ratio, which is lower than HYLS's 1.01% expense ratio.
Risk-Adjusted Performance
FFTWX vs. HYLS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2025 Fund (FFTWX) and First Trust Tactical High Yield ETF (HYLS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FFTWX vs. HYLS - Dividend Comparison
FFTWX's dividend yield for the trailing twelve months is around 1.98%, less than HYLS's 6.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFTWX Fidelity Freedom 2025 Fund | 1.98% | 2.05% | 2.89% | 2.42% | 1.09% | 1.72% | 1.84% | 1.28% | 1.63% | 4.17% | 8.80% | 5.88% |
HYLS First Trust Tactical High Yield ETF | 6.21% | 5.98% | 7.38% | 5.48% | 5.09% | 5.17% | 5.81% | 5.53% | 5.37% | 6.11% | 5.78% | 5.10% |
Drawdowns
FFTWX vs. HYLS - Drawdown Comparison
The maximum FFTWX drawdown since its inception was -44.91%, which is greater than HYLS's maximum drawdown of -22.99%. Use the drawdown chart below to compare losses from any high point for FFTWX and HYLS. For additional features, visit the drawdowns tool.
Volatility
FFTWX vs. HYLS - Volatility Comparison
Fidelity Freedom 2025 Fund (FFTWX) has a higher volatility of 2.06% compared to First Trust Tactical High Yield ETF (HYLS) at 0.92%. This indicates that FFTWX's price experiences larger fluctuations and is considered to be riskier than HYLS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.