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EMLP vs LMBS

First Trust North American Energy Infrastructure Fund vs First Trust Low Duration Opportunities ETF

EMLP

First Trust North American Energy Infrastructure Fund

First Trust

Annual cost

0.95%

Fund size

$4.1B

LMBS

First Trust Low Duration Opportunities ETF

First Trust

Annual cost

0.66%

Fund size

$6.2B

Key differences

  • LMBS costs 0.29% less per year.
  • EMLP is classified as equity, while LMBS is fixed income — different risk/return profiles.
  • Over the last 3 years, EMLP has delivered higher annualized returns.

Side-by-side comparison

EMLPLMBS
Annual cost (TER)0.95%0.66%
Fund size (AUM)$4.1B$6.2B
Since20122014
Dividend yield2.69%4.09%
Asset classequityfixed income
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.5%+6.3%
CAGR 3Y+22.0%+5.8%
CAGR 5Y+16.6%+3.0%
Sharpe 3Y1.330.82
Volatility 1Y9.80%1.98%
Max drawdown-43.61%-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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