HYLS vs. AGG
Compare and contrast key facts about First Trust Tactical High Yield ETF (HYLS) and iShares Core U.S. Aggregate Bond ETF (AGG).
HYLS and AGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HYLS is an actively managed fund by First Trust. It was launched on Feb 27, 2013. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HYLS or AGG.
Correlation
The correlation between HYLS and AGG is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
HYLS vs. AGG - Performance Comparison
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Key characteristics
HYLS:
1.74
AGG:
0.82
HYLS:
2.50
AGG:
1.29
HYLS:
1.37
AGG:
1.15
HYLS:
2.12
AGG:
0.39
HYLS:
11.48
AGG:
2.24
HYLS:
0.73%
AGG:
2.12%
HYLS:
4.85%
AGG:
5.38%
HYLS:
-22.99%
AGG:
-18.43%
HYLS:
-0.22%
AGG:
-7.61%
Returns By Period
In the year-to-date period, HYLS achieves a 2.11% return, which is significantly higher than AGG's 1.46% return. Over the past 10 years, HYLS has outperformed AGG with an annualized return of 3.81%, while AGG has yielded a comparatively lower 1.39% annualized return.
HYLS
2.11%
2.44%
1.99%
8.39%
4.58%
3.81%
AGG
1.46%
-0.25%
1.28%
4.40%
-1.03%
1.39%
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HYLS vs. AGG - Expense Ratio Comparison
HYLS has a 1.01% expense ratio, which is higher than AGG's 0.05% expense ratio.
Risk-Adjusted Performance
HYLS vs. AGG — Risk-Adjusted Performance Rank
HYLS
AGG
HYLS vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Tactical High Yield ETF (HYLS) and iShares Core U.S. Aggregate Bond ETF (AGG). 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.
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Dividends
HYLS vs. AGG - Dividend Comparison
HYLS's dividend yield for the trailing twelve months is around 6.20%, more than AGG's 3.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HYLS First Trust Tactical High Yield ETF | 6.20% | 6.25% | 5.98% | 7.38% | 5.48% | 5.09% | 5.17% | 5.81% | 5.53% | 5.37% | 6.11% | 5.78% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.85% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
Drawdowns
HYLS vs. AGG - Drawdown Comparison
The maximum HYLS drawdown since its inception was -22.99%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for HYLS and AGG. For additional features, visit the drawdowns tool.
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Volatility
HYLS vs. AGG - Volatility Comparison
First Trust Tactical High Yield ETF (HYLS) has a higher volatility of 1.70% compared to iShares Core U.S. Aggregate Bond ETF (AGG) at 1.51%. This indicates that HYLS's price experiences larger fluctuations and is considered to be riskier than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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