PortfoliosLab logoPortfoliosLab logo
HYLS vs. YLD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HYLS vs. YLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Tactical High Yield ETF (HYLS) and Principal Active High Yield ETF (YLD). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, HYLS achieves a 0.40% return, which is significantly lower than YLD's 3.32% return. Over the past 10 years, HYLS has underperformed YLD with an annualized return of 4.41%, while YLD has yielded a comparatively higher 5.74% annualized return.


HYLS

1D
0.16%
1M
0.46%
YTD
0.40%
6M
0.76%
1Y
4.96%
3Y*
7.62%
5Y*
2.94%
10Y*
4.41%

YLD

1D
0.26%
1M
1.00%
YTD
3.32%
6M
3.59%
1Y
7.20%
3Y*
8.71%
5Y*
5.07%
10Y*
5.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HYLS vs. YLD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HYLS
First Trust Tactical High Yield ETF
0.40%8.00%5.85%13.66%-12.83%3.69%5.32%14.66%-2.46%6.39%
YLD
Principal Active High Yield ETF
3.32%6.55%9.19%12.93%-8.78%9.17%1.50%13.58%-3.30%9.12%

Correlation

The correlation between HYLS and YLD is 0.70, 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

0.70

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

0.61

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

0.63

Correlation (10Y)
Calculated over the trailing 10-year period

0.50

Correlation (All Time)
Calculated using the full available price history since Jul 9, 2015

0.50

The correlation between HYLS and YLD shifts across timeframes, from 0.50 (all time) to 0.70 (1 year), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

HYLS vs. YLD — Risk / Return Rank

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

HYLS
HYLS Risk / Return Rank: 4242
Overall Rank
HYLS Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
HYLS Sortino Ratio Rank: 4646
Sortino Ratio Rank
HYLS Omega Ratio Rank: 4343
Omega Ratio Rank
HYLS Calmar Ratio Rank: 3434
Calmar Ratio Rank
HYLS Martin Ratio Rank: 4444
Martin Ratio Rank

YLD
YLD Risk / Return Rank: 6060
Overall Rank
YLD Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
YLD Sortino Ratio Rank: 5454
Sortino Ratio Rank
YLD Omega Ratio Rank: 5151
Omega Ratio Rank
YLD Calmar Ratio Rank: 7575
Calmar Ratio Rank
YLD Martin Ratio Rank: 7171
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.

HYLS vs. YLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Tactical High Yield ETF (HYLS) and Principal Active High Yield ETF (YLD). 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.


HYLSYLDDifference
Sharpe ratioReturn per unit of total volatility

-0.25

Sortino ratioReturn per unit of downside risk

-0.32

Omega ratioGain probability vs. loss probability

1.27

1.31

-0.04

Calmar ratioReturn relative to maximum drawdown

1.63

3.68

-2.05

Martin ratioReturn relative to average drawdown

6.91

12.63

-5.72

HYLS vs. YLD - Sharpe Ratio Comparison

The current HYLS Sharpe Ratio is 1.42, which is comparable to the YLD Sharpe Ratio of 1.67. The chart below compares the historical Sharpe Ratios of HYLS and YLD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

HYLS vs. YLD - Drawdown Comparison

The maximum HYLS drawdown since its inception was -22.99%, smaller than the maximum YLD drawdown of -28.34%. Use the drawdown chart below to compare losses from any high point for HYLS and YLD.


Loading charts...

Drawdown Indicators


HYLSYLDDifference

Max Drawdown

Largest peak-to-trough decline

-22.99%

-28.34%

+5.35%

Max Drawdown (1Y)

Largest decline over 1 year

-3.09%

-1.98%

-1.11%

Max Drawdown (3Y)

Largest decline over 3 years

-3.96%

-5.62%

+1.66%

Max Drawdown (5Y)

Largest decline over 5 years

-15.75%

-13.89%

-1.86%

Max Drawdown (10Y)

Largest decline over 10 years

-22.99%

-28.34%

+5.35%

Current Drawdown

Current decline from peak

-0.19%

-0.03%

-0.16%

Average Drawdown

Average peak-to-trough decline

-2.15%

-2.69%

+0.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.73%

0.58%

+0.15%

Volatility

HYLS vs. YLD - Volatility Comparison

The current volatility for First Trust Tactical High Yield ETF (HYLS) is 1.02%, while Principal Active High Yield ETF (YLD) has a volatility of 1.15%. This indicates that HYLS experiences smaller price fluctuations and is considered to be less risky than YLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


HYLSYLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.02%

1.15%

-0.13%

Volatility (6M)

Calculated over the trailing 6-month period

2.96%

3.51%

-0.55%

Volatility (1Y)

Calculated over the trailing 1-year period

3.55%

4.37%

-0.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.62%

6.39%

+0.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.70%

8.20%

-1.50%

HYLS vs. YLD - Expense Ratio Comparison

HYLS has a 1.01% expense ratio, which is higher than YLD's 0.39% expense ratio.


Dividends

HYLS vs. YLD - Dividend Comparison

HYLS's dividend yield for the trailing twelve months is around 6.70%, less than YLD's 7.24% yield.


PositionTTM20252024202320222021202020192018201720162015
HYLS
First Trust Tactical High Yield ETF
6.70%6.38%6.25%5.98%7.38%5.48%5.09%5.17%5.81%5.53%5.37%6.11%
YLD
Principal Active High Yield ETF
7.24%7.33%7.12%6.46%6.51%3.92%4.40%4.81%5.42%6.28%4.47%2.56%

Frequently Asked Questions


HYLS and YLD have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

YLD has higher volatility (1.15%) compared to HYLS (1.02%). In terms of maximum drawdown, HYLS dropped -22.99% vs YLD's -28.34%.

On 10-year performance, YLD leads with 5.74% vs 4.41% for HYLS. On fees, YLD is cheaper at 0.39% per year. On volatility, HYLS has been the lower-risk option at 1.02%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, YLD has performed better with a 5.74% return vs 4.41%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

YLD is cheaper with a 0.39% expense ratio, compared with 1.01% for HYLS.

YLD has the higher dividend yield at 7.24%, compared with 6.70% for HYLS.

They also come from different issuers: First Trust and Principal. Their fees differ too: 1.01% for HYLS and 0.39% for YLD.

YLD currently has the higher Sharpe Ratio (1.67 vs 1.42), 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 HYLS and YLD

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer