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ICSH vs LMBS

iShares Ultra Short Duration Bond Active ETF vs First Trust Low Duration Opportunities ETF

ICSH

iShares Ultra Short Duration Bond Active ETF

Annual cost

0.08%

Fund size

$7.6B

LMBS

First Trust Low Duration Opportunities ETF

Annual cost

0.66%

Fund size

$6.3B

Key differences

Both ICSH and LMBS are fixed income ETFs. ICSH charges 0.08% a year and LMBS 0.66%. The main difference: ICSH follows a active selection strategy; LMBS uses index tracking.

  • ICSH follows a active selection strategy; LMBS uses index tracking.
  • ICSH costs 0.58% less per year.

Side-by-side comparison

ICSHLMBS
Annual cost (TER)0.08%0.66%
Fund size (AUM)$7.6B$6.3B
Since20132014
Dividend yield4.38%4.10%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+5.9%
CAGR 3Y+5.2%+5.8%
CAGR 5Y+3.7%+3.1%
Sharpe 3Y3.410.83
Volatility 1Y0.41%1.94%
Max drawdown-3.94%-6.48%

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

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