Skip to content
Beacon
Screener

FTCB vs LMBS

First Trust Core Investment Grade ETF vs First Trust Low Duration Opportunities ETF

FTCB

First Trust Core Investment Grade ETF

First Trust

Annual cost

0.56%

Fund size

$2.4B

LMBS

First Trust Low Duration Opportunities ETF

First Trust

Annual cost

0.66%

Fund size

$6.2B

Key differences

  • FTCB costs 0.10% less per year.
  • FTCB follows a active selection strategy; LMBS uses index tracking.
  • LMBS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTCBLMBS
Annual cost (TER)0.56%0.66%
Fund size (AUM)$2.4B$6.2B
Since20232014
Dividend yield4.85%4.09%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.4%+6.4%
CAGR 3YN/A+5.6%
CAGR 5YN/A+3.0%
Sharpe 3YN/A0.75
Volatility 1Y4.09%1.96%
Max drawdown-4.99%-6.48%

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

Similar to FTCB and LMBS