Screener
FCEF vs LMBS
First Trust Income Opportunity ETF vs First Trust Low Duration Opportunities ETF
Key differences
- LMBS costs 3.03% less per year.
- LMBS is significantly larger than FCEF — larger funds tend to be more liquid and less likely to close.
- FCEF is classified as mixed asset, while LMBS is fixed income — different risk/return profiles.
- FCEF follows a active selection strategy; LMBS uses index tracking.
- Over the last 3 years, FCEF has delivered higher annualized returns.
Side-by-side comparison
| FCEF | LMBS | |
|---|---|---|
| Annual cost (TER) | 3.69% | 0.66% |
| Fund size (AUM) | $75M | $6.2B |
| Since | 2016 | 2014 |
| Dividend yield | 6.24% | 4.09% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +18.7% | +6.4% |
| CAGR 3Y | +16.1% | +5.6% |
| CAGR 5Y | +6.5% | +3.0% |
| Sharpe 3Y | 1.19 | 0.75 |
| Volatility 1Y | 7.84% | 1.96% |
| Max drawdown | -44.81% | -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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