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GSY vs LMBS

Invesco Ultra Short Duration ETF vs First Trust Low Duration Opportunities ETF

GSY

Invesco Ultra Short Duration ETF

Annual cost

0.22%

Fund size

$3.5B

LMBS

First Trust Low Duration Opportunities ETF

Annual cost

0.66%

Fund size

$6.3B

Key differences

Both GSY and LMBS are fixed income ETFs. GSY charges 0.22% a year and LMBS 0.66%. The main difference: GSY costs 0.44% less per year.

  • GSY costs 0.44% less per year.
  • GSY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GSYLMBS
Annual cost (TER)0.22%0.66%
Fund size (AUM)$3.5B$6.3B
Since20082014
Dividend yield4.34%4.10%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+5.8%
CAGR 3Y+5.4%+5.6%
CAGR 5Y+3.6%+3.0%
Sharpe 3Y3.310.76
Volatility 1Y0.40%1.97%
Max drawdown-5.25%-6.48%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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