Fund comparison · from official SEC filings
FDHAX vs HYLS: how much do they overlap?
First Trust Short Duration High Income Fund and First Trust Tactical High Yield ETF
vs
FDHAX and HYLS are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FDHAX
HYLS
M
MISXXMSILF TREASURY PORT-INST
5.98%
0.78%
B
BWIN 7.125 05.15.31 144ABALDWIN INSUR GRP/FIN
1.26%
1.32%
D
DISH 11.75 11.15.27 144ADISH NETWORK CORP
1.26%
1.06%
T
TIHLLC 7.125 06.01.31 144ACRC INSURANCE GROUP LLC
1.21%
0.92%
B
BECN 6.75 04.30.32 144AQXO BUILDING PRODUCTS
0.93%
1.17%
F
FAIRIC 6 05.15.33 144AFAIR ISAAC CORP
1.02%
1.05%
Q
QUIKHO 6.75 03.01.33 144AQUIKRETE HOLDINGS INC
0.53%
1.05%
C
CHTR 7 02.01.33 144ACCO HLDGS LLC/CAP CORP
1.04%
0.12%
E
ECHO 10.75 11.30.29 .ECHOSTAR CORP
1.02%
0.98%
V
VIKCRU 5.625 02.15.29 144AVIKING OCEAN CRUISES SHI
0.57%
1.01%
B
BLDR 6.75 05.15.35 144ABUILDERS FIRSTSOURCE INC
0.11%
1.00%
T
TIBX 9 09.30.29 144ACLOUD SOFTWARE GRP LLC
0.97%
1.00%
A
ARDGRP 7.75 02.15.31 144AARDONAGH FINCO LTD
1.00%
0.95%
M
MOH 6.25 01.15.33 144AMOLINA HEALTHCARE INC
0.94%
0.51%
A
ARDGRP 8.875 02.15.32 144AARDONAGH GROUP FINANCE
0.46%
0.92%
R
RCM 6.875 11.15.31 144ARAVEN ACQUISITION HOLDIN
0.91%
0.75%
V
VEGLPL 7.75 05.01.35 144AVENTURE GLOBAL PLAQUE
0.90%
0.81%
R
RNG 8.5 08.15.30 144ARINGCENTRAL INC
0.54%
0.89%
F
FOUR 6.75 08.15.32 144ASHIFT4 PAYMENTS LLC/FIN
0.48%
0.89%
A
ALIANT 6.75 10.15.27 144AALLIANT HOLD / CO-ISSUER
0.80%
0.63%
R
RKT 6.375 08.01.33 144AROCKET COS INC
0.73%
0.78%
S
SMYREA 8.875 11.15.31 144ASMYRNA READY MIX CONCRET
0.73%
0.74%
N
NWL 8.5 06.01.28 144ANEWELL BRANDS INC
0.73%
0.33%
P
PFGC 5.625 03.01.34 144APERFORMANCE FOOD GROUP I
0.73%
0.54%
S
SURCEN 7.25 04.15.32 144ASURGERY CENTER HOLDINGS
0.73%
0.61%
Only in FDHAX
A
ATHENA L 02.15.29 7ATHENAHEALTH GROUP INC
1.73%
D
DIGIIN L 07.02.32 1ONEDIGITAL BORROWER LLC
1.55%
W
WHTCAP L 10.29.29 5WHITE CAP SUPPLY HOLDING
1.33%
W
WHABRA L 08.03.28 8WHATABRANDS LLC
1.13%
O
OPALBD L 04.23.32 5OPAL US LLC
1.11%
G
GWCN L 02.01.29 12GARDA WORLD SECURITY
1.01%
E
EOCGRO L 05.04.28 8MAVIS TIRE EXPRESS SERVI
0.83%
P
PRXL L 12.12.31 6PAREXEL INTL CORP
0.80%
T
THYELE L 04.30.30 15TK ELEVATOR US NEWCO INC
0.77%
S
SFRFP 5.625 07.15.32 REGSALTICE FRANCE SA
0.76%
D
DARKLN L 10.12.32 1ADARKTRACE FINCO US LLC
0.72%
M
MCFE L 03.01.29 7MCAFEE CORP
0.72%
E
EDEFIN L 10.06.28 3EDELMAN FINANCIAL CENTER
0.66%
A
AAL L 01.29.27 5AMERICAN AIRLINES INC
0.61%
D
DYKAUT L 02.19.30 7HIGHLINE AFTERMARKET ACQ
0.57%
E
ENSHLT L 02.09.33 9ENSEMBLE RCM LLC
0.56%
T
TIHLLC L 05.06.32 1CRC INSURANCE GROUP LLC
0.56%
?
—GRAHAM PACKAGING COMPANY INC
0.55%
Q
QUIKHO L 03.19.29 11QUIKRETE HOLDINGS INC
0.54%
S
SYNH L 09.30.30 1STAR PARENT INC
0.53%
I
INDVET L 12.06.28 22VETSTRATEGY CANADA HOLD
0.53%
E
EDEFIN L 11.28.31 7EDELMAN FINANCIAL CENTER
0.51%
E
ENV L 11.25.31 1BCPE PEQUOD BUYER INC
0.50%
M
MEDW L 03.10.28 10PROJECT RUBY ULTIMATE PARE
0.45%
G
GOOINS L 01.08.32 6GOOSEHEAD INSURANCE HOLD
0.41%
Only in HYLS
B
BCULC 4 10.15.30 144A1011778 BC / NEW RED FIN
1.45%
?
—ONEDIGITAL BORR 06/12/32
1.41%
U
URI 6 12.15.29 144AUNITED RENTALS NORTH AM
1.25%
A
ALIANT 6.75 04.15.28 144AALLIANT HOLD / CO-ISSUER
1.05%
A
ATHENA 6.5 02.15.30 144AATHENAHEALTH GROUP INC
1.01%
?
—LEIA FINCO US L 07/02/32
0.93%
?
—TRUIST INSURANC 03/08/32
0.80%
?
—NUMERICABLE US LLC
0.77%
C
CSCHLD 4.5 11.15.31 144aCSC HOLDINGS LLC
0.66%
?
—STAR PARENT INC9/19/2030
0.63%
M
MEDIND 5.25 10.01.29 144AMEDLINE BORROWER LP
0.61%
G
GWCN 8.375 11.15.32 144AGARDA WORLD SECURITY
0.54%
?
—VETSTRATEGY CAN 12/06/28
0.54%
U
USFOOD 7.25 01.15.32 144AUS FOODS INC
0.53%
G
GFLCN 6.75 01.15.31 144AGFL ENVIRONMENTAL INC
0.51%
O
OPALBD 6.5 03.31.32 144AOPAL BIDCO
0.51%
?
—CAMELOT US ACQU 01/31/31
0.49%
A
AMPBEV 6.25 01.30.31 144AARDAGH METAL PACKAGING
0.49%
G
GEN 7.125 09.30.30 144AGEN DIGITAL INC
0.49%
B
BROPAR 5.875 04.15.29 144ABROADSTREET PARTNERS GRP
0.48%
C
CHTR 7.375 03.01.31 144ACCO HLDGS LLC/CAP CORP
0.47%
F
F 9.625 04.22.30FORD MOTOR COMPANY
0.45%
?
—LogMeIn, Inc. ( 04/30/28
0.43%
?
—EDELMAN FINANCI 07/20/26
0.42%
C
CARS 6.375 11.01.28 144ACARS.COM INC
0.41%
Hold FDHAX and HYLS together? See your combined true holdings, overlap, and blended fees — free, no signup.
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.