Screener
FIXD vs LMBS
First Trust Smith Opportunistic Fixed Income ETF vs First Trust Low Duration Opportunities ETF
Key differences
- FIXD follows a active selection strategy; LMBS uses index tracking.
- Over the last 3 years, LMBS has delivered higher annualized returns.
Side-by-side comparison
| FIXD | LMBS | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.66% |
| Fund size (AUM) | $3.4B | $6.2B |
| Since | 2017 | 2014 |
| Dividend yield | 4.66% | 4.09% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +6.2% | +6.3% |
| CAGR 3Y | +3.8% | +5.8% |
| CAGR 5Y | -0.3% | +3.0% |
| Sharpe 3Y | 0.06 | 0.82 |
| Volatility 1Y | 4.25% | 1.98% |
| Max drawdown | -20.35% | -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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