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FTBI vs LDSF
First Trust Balanced Income ETF vs First Trust Low Duration Strategic Focus ETF
Key differences
- LDSF costs 0.20% less per year.
- LDSF is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
- FTBI is classified as mixed asset, while LDSF is fixed income — different risk/return profiles.
- FTBI follows a index tracking strategy; LDSF uses active selection.
- LDSF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTBI | LDSF | |
|---|---|---|
| Annual cost (TER) | 0.97% | 0.77% |
| Fund size (AUM) | $20M | $160M |
| Since | 2025 | 2019 |
| Dividend yield | — | 4.61% |
| Asset class | mixed asset | fixed income |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | N/A | +5.3% |
| CAGR 3Y | N/A | +5.2% |
| CAGR 5Y | N/A | +2.4% |
| Sharpe 3Y | N/A | 0.55 |
| Volatility 1Y | — | 2.05% |
| Max drawdown | -5.34% | -8.56% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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