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ISBG vs LMBS

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF vs First Trust Low Duration Opportunities ETF

ISBG

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF

Annual cost

1.14%

Fund size

$5M

LMBS

First Trust Low Duration Opportunities ETF

Annual cost

0.66%

Fund size

$6.3B

Key differences

ISBG is an alternative ETF, while LMBS is a fixed income ETF. ISBG charges 1.14% a year and LMBS 0.66%.

  • ISBG is an alternative fund, while LMBS is a fixed income fund. They carry different risk/return profiles.
  • ISBG follows a active selection strategy; LMBS uses index tracking.
  • LMBS costs 0.48% less per year.
  • LMBS is much larger than ISBG. Larger funds are usually more liquid and less likely to close.
  • LMBS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ISBGLMBS
Annual cost (TER)1.14%0.66%
Fund size (AUM)$5M$6.3B
Since20262014
Dividend yield4.10%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+5.8%
CAGR 3YN/A+5.6%
CAGR 5YN/A+3.0%
Sharpe 3YN/A0.76
Volatility 1Y1.97%
Max drawdown-49.42%-6.48%

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

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