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DEED vs LMBS

First Trust Securitized Plus ETF vs First Trust Low Duration Opportunities ETF

DEED

First Trust Securitized Plus ETF

First Trust

Annual cost

0.66%

Fund size

$68M

LMBS

First Trust Low Duration Opportunities ETF

First Trust

Annual cost

0.66%

Fund size

$6.2B

Key differences

  • LMBS is significantly larger than DEED — larger funds tend to be more liquid and less likely to close.
  • LMBS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DEEDLMBS
Annual cost (TER)0.66%0.66%
Fund size (AUM)$68M$6.2B
Since20202014
Dividend yield4.19%4.09%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.9%+6.3%
CAGR 3Y+5.1%+5.8%
CAGR 5Y+0.3%+3.0%
Sharpe 3Y0.260.82
Volatility 1Y3.99%1.98%
Max drawdown-19.94%-6.48%

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

Similar to DEED and LMBS