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DDX vs LMBS

Defined Duration 10 ETF vs First Trust Low Duration Opportunities ETF

DDX

Defined Duration 10 ETF

Annual cost

Fund size

LMBS

First Trust Low Duration Opportunities ETF

Annual cost

0.66%

Fund size

$6.3B

Key differences

Both DDX and LMBS are fixed income ETFs. The main difference: DDX follows a active selection strategy; LMBS uses index tracking.

  • DDX follows a active selection strategy; LMBS uses index tracking.
  • Over the last three years, DDX has delivered higher annualized returns.

Side-by-side comparison

DDXLMBS
Annual cost (TER)0.66%
Fund size (AUM)$6.3B
Since2014
Dividend yield4.10%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+12.4%+5.9%
CAGR 3Y+8.4%+5.8%
CAGR 5YN/A+3.1%
Sharpe 3Y0.760.83
Volatility 1Y5.64%1.94%
Max drawdown-21.27%-6.48%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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