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FIIG vs LMBS

First Trust Intermediate Duration Investment Grade Corporate ETF vs First Trust Low Duration Opportunities ETF

FIIG

First Trust Intermediate Duration Investment Grade Corporate ETF

First Trust Advisors L.P.

Annual cost

0.49%

Fund size

$671M

LMBS

First Trust Low Duration Opportunities ETF

First Trust

Annual cost

0.66%

Fund size

$6.2B

Key differences

  • FIIG costs 0.17% less per year.
  • LMBS is significantly larger than FIIG — 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

FIIGLMBS
Annual cost (TER)0.49%0.66%
Fund size (AUM)$671M$6.2B
Since20232014
Dividend yield4.64%4.09%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.3%+6.4%
CAGR 3YN/A+5.6%
CAGR 5YN/A+3.0%
Sharpe 3YN/A0.75
Volatility 1Y4.67%1.96%
Max drawdown-5.50%-6.48%

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

Similar to FIIG and LMBS