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HISF vs LMBS

First Trust High Income Strategic Focus ETF vs First Trust Low Duration Opportunities ETF

HISF

First Trust High Income Strategic Focus ETF

First Trust

Annual cost

0.83%

Fund size

$91M

LMBS

First Trust Low Duration Opportunities ETF

First Trust

Annual cost

0.66%

Fund size

$6.2B

Key differences

  • LMBS costs 0.17% less per year.
  • LMBS is significantly larger than HISF — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

HISFLMBS
Annual cost (TER)0.83%0.66%
Fund size (AUM)$91M$6.2B
Since20142014
Dividend yield4.94%4.09%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.1%+6.4%
CAGR 3Y+4.7%+5.6%
CAGR 5Y+1.7%+3.0%
Sharpe 3Y0.280.75
Volatility 1Y3.36%1.96%
Max drawdown-27.86%-6.48%

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

Similar to HISF and LMBS