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BKLN vs LMBS

Invesco Senior Loan ETF vs First Trust Low Duration Opportunities ETF

BKLN

Invesco Senior Loan ETF

Invesco

Annual cost

0.65%

Fund size

$6.8B

LMBS

First Trust Low Duration Opportunities ETF

First Trust

Annual cost

0.66%

Fund size

$6.2B

Key differences

  • Over the last 3 years, BKLN has delivered higher annualized returns.

Side-by-side comparison

BKLNLMBS
Annual cost (TER)0.65%0.66%
Fund size (AUM)$6.8B$6.2B
Since20112014
Dividend yield6.91%4.09%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.3%+6.3%
CAGR 3Y+7.8%+5.8%
CAGR 5Y+5.3%+3.0%
Sharpe 3Y1.290.82
Volatility 1Y2.75%1.98%
Max drawdown-24.17%-6.48%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BKLN and LMBS