Screener
CAAA vs LMBS
First Trust AAA CMBS ETF vs First Trust Low Duration Opportunities ETF
Key differences
- CAAA costs 0.36% less per year.
- LMBS is significantly larger than CAAA — larger funds tend to be more liquid and less likely to close.
- CAAA is classified as alternative, while LMBS is fixed income — different risk/return profiles.
- CAAA follows a multi strategy strategy; LMBS uses index tracking.
- LMBS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CAAA | LMBS | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.66% |
| Fund size (AUM) | $33M | $6.2B |
| Since | 2024 | 2014 |
| Dividend yield | 5.23% | 4.09% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | +5.6% | +6.3% |
| CAGR 3Y | N/A | +5.8% |
| CAGR 5Y | N/A | +3.0% |
| Sharpe 3Y | N/A | 0.82 |
| Volatility 1Y | 3.04% | 1.98% |
| Max drawdown | -2.24% | -6.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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