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FTBI vs LMBS
First Trust Balanced Income ETF vs First Trust Low Duration Opportunities ETF
Key differences
- LMBS costs 0.31% less per year.
- LMBS is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
- FTBI is classified as mixed asset, while LMBS is fixed income — different risk/return profiles.
- LMBS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTBI | LMBS | |
|---|---|---|
| Annual cost (TER) | 0.97% | 0.66% |
| Fund size (AUM) | $20M | $6.2B |
| Since | 2025 | 2014 |
| Dividend yield | — | 4.09% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | N/A | +6.4% |
| CAGR 3Y | N/A | +5.6% |
| CAGR 5Y | N/A | +3.0% |
| Sharpe 3Y | N/A | 0.75 |
| Volatility 1Y | — | 1.96% |
| Max drawdown | -5.34% | -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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