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FTLS vs LMBS

First Trust Long/Short Equity ETF vs First Trust Low Duration Opportunities ETF

FTLS

First Trust Long/Short Equity ETF

First Trust

Annual cost

1.38%

Fund size

$2.3B

LMBS

First Trust Low Duration Opportunities ETF

First Trust

Annual cost

0.66%

Fund size

$6.2B

Key differences

  • LMBS costs 0.72% less per year.
  • FTLS is classified as alternative, while LMBS is fixed income — different risk/return profiles.
  • FTLS follows a long short strategy; LMBS uses index tracking.
  • Over the last 3 years, FTLS has delivered higher annualized returns.

Side-by-side comparison

FTLSLMBS
Annual cost (TER)1.38%0.66%
Fund size (AUM)$2.3B$6.2B
Since20142014
Dividend yield0.91%4.09%
Asset classalternativefixed income
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1Y+15.7%+6.4%
CAGR 3Y+14.8%+5.6%
CAGR 5Y+10.5%+3.0%
Sharpe 3Y1.090.75
Volatility 1Y8.19%1.96%
Max drawdown-20.54%-6.48%

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

Similar to FTLS and LMBS