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HYLB vs. FTSL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HYLB vs. FTSL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers USD High Yield Corporate Bond ETF (HYLB) and First Trust Senior Loan Fund (FTSL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HYLB achieves a 1.67% return, which is significantly higher than FTSL's 0.65% return.


HYLB

1D
-0.11%
1M
0.46%
YTD
1.67%
6M
1.81%
1Y
6.11%
3Y*
8.96%
5Y*
3.93%
10Y*

FTSL

1D
-0.01%
1M
0.20%
YTD
0.65%
6M
0.65%
1Y
4.20%
3Y*
7.14%
5Y*
4.99%
10Y*
4.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HYLB vs. FTSL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HYLB
Xtrackers USD High Yield Corporate Bond ETF
1.67%8.74%8.14%12.03%-10.80%3.94%5.04%14.06%-1.80%6.00%
FTSL
First Trust Senior Loan Fund
0.65%5.98%8.27%11.58%-2.50%3.94%2.99%10.11%-1.30%2.59%

Correlation

The correlation between HYLB and FTSL is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.52

Correlation (3Y)
Calculated over the trailing 3-year period

0.56

Correlation (5Y)
Calculated over the trailing 5-year period

0.54

Correlation (All Time)
Calculated using the full available price history since Dec 7, 2016

0.47

The correlation between HYLB and FTSL has been stable across timeframes, ranging from 0.47 to 0.56 - a consistent structural relationship.

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Return for Risk

HYLB vs. FTSL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HYLB
HYLB Risk / Return Rank: 5656
Overall Rank
HYLB Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
HYLB Sortino Ratio Rank: 5454
Sortino Ratio Rank
HYLB Omega Ratio Rank: 5353
Omega Ratio Rank
HYLB Calmar Ratio Rank: 5757
Calmar Ratio Rank
HYLB Martin Ratio Rank: 6666
Martin Ratio Rank

FTSL
FTSL Risk / Return Rank: 6060
Overall Rank
FTSL Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
FTSL Sortino Ratio Rank: 7373
Sortino Ratio Rank
FTSL Omega Ratio Rank: 8181
Omega Ratio Rank
FTSL Calmar Ratio Rank: 3838
Calmar Ratio Rank
FTSL Martin Ratio Rank: 4343
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HYLB vs. FTSL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers USD High Yield Corporate Bond ETF (HYLB) and First Trust Senior Loan Fund (FTSL). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


HYLBFTSLDifference
Sharpe ratioReturn per unit of total volatility

-0.36

Sortino ratioReturn per unit of downside risk

-0.62

Omega ratioGain probability vs. loss probability

1.32

1.45

-0.14

Calmar ratioReturn relative to maximum drawdown

2.70

1.81

+0.89

Martin ratioReturn relative to average drawdown

11.55

6.72

+4.83

HYLB vs. FTSL - Sharpe Ratio Comparison

The current HYLB Sharpe Ratio is 1.63, which is comparable to the FTSL Sharpe Ratio of 1.99. The chart below compares the historical Sharpe Ratios of HYLB and FTSL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

HYLB vs. FTSL - Drawdown Comparison

The maximum HYLB drawdown since its inception was -22.91%, roughly equal to the maximum FTSL drawdown of -22.67%. Use the drawdown chart below to compare losses from any high point for HYLB and FTSL.


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Drawdown Indicators


HYLBFTSLDifference

Max Drawdown

Largest peak-to-trough decline

-22.91%

-22.67%

-0.24%

Max Drawdown (1Y)

Largest decline over 1 year

-2.27%

-2.33%

+0.06%

Max Drawdown (3Y)

Largest decline over 3 years

-4.51%

-2.66%

-1.85%

Max Drawdown (5Y)

Largest decline over 5 years

-15.54%

-6.96%

-8.58%

Max Drawdown (10Y)

Largest decline over 10 years

-22.67%

Current Drawdown

Current decline from peak

-0.22%

-0.03%

-0.19%

Average Drawdown

Average peak-to-trough decline

-2.42%

-0.76%

-1.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.53%

0.63%

-0.10%

Volatility

HYLB vs. FTSL - Volatility Comparison

Xtrackers USD High Yield Corporate Bond ETF (HYLB) has a higher volatility of 1.06% compared to First Trust Senior Loan Fund (FTSL) at 0.33%. This indicates that HYLB's price experiences larger fluctuations and is considered to be riskier than FTSL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HYLBFTSLDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.06%

0.33%

+0.73%

Volatility (6M)

Calculated over the trailing 6-month period

3.02%

1.96%

+1.06%

Volatility (1Y)

Calculated over the trailing 1-year period

3.77%

2.12%

+1.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.48%

3.35%

+4.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.16%

5.19%

+2.97%

HYLB vs. FTSL - Expense Ratio Comparison

HYLB has a 0.15% expense ratio, which is lower than FTSL's 0.86% expense ratio.


Dividends

HYLB vs. FTSL - Dividend Comparison

HYLB's dividend yield for the trailing twelve months is around 6.48%, which matches FTSL's 6.46% yield.


PositionTTM20252024202320222021202020192018201720162015
FTSL
First Trust Senior Loan Fund
6.46%6.59%7.56%7.59%4.77%3.17%3.48%4.44%4.29%3.64%3.70%3.95%
HYLB
Xtrackers USD High Yield Corporate Bond ETF
6.48%6.29%6.31%5.84%5.53%4.45%5.22%5.71%5.95%5.85%0.27%0.00%

Frequently Asked Questions


HYLB and FTSL have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HYLB has higher volatility (1.06%) compared to FTSL (0.33%). In terms of maximum drawdown, HYLB dropped -22.91% vs FTSL's -22.67%.

On 5-year performance, FTSL leads with 4.99% vs 3.93% for HYLB. On fees, HYLB is cheaper at 0.15% per year. On volatility, FTSL has been the lower-risk option at 0.33%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, FTSL has performed better with a 4.99% return vs 3.93%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

HYLB is cheaper with a 0.15% expense ratio, compared with 0.86% for FTSL.

HYLB has the higher dividend yield at 6.48%, compared with 6.46% for FTSL.

They also come from different issuers: DWS and First Trust. Their fees differ too: 0.15% for HYLB and 0.86% for FTSL.

FTSL currently has the higher Sharpe Ratio (1.99 vs 1.63), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for HYLB and FTSL

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