Skip to content
Beacon
Screener

KNOW vs LMBS

Fundamentals First ETF vs First Trust Low Duration Opportunities ETF

KNOW

Fundamentals First ETF

Mason Capital Partners

Annual cost

1.09%

Fund size

$7M

LMBS

First Trust Low Duration Opportunities ETF

First Trust

Annual cost

0.66%

Fund size

$6.2B

Key differences

  • LMBS costs 0.43% less per year.
  • LMBS is significantly larger than KNOW — larger funds tend to be more liquid and less likely to close.
  • KNOW is classified as mixed asset, while LMBS is fixed income — different risk/return profiles.
  • KNOW follows a active selection strategy; LMBS uses index tracking.
  • LMBS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KNOWLMBS
Annual cost (TER)1.09%0.66%
Fund size (AUM)$7M$6.2B
Since20242014
Dividend yield1.37%4.09%
Asset classmixed assetfixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+20.3%+6.4%
CAGR 3YN/A+5.6%
CAGR 5YN/A+3.0%
Sharpe 3YN/A0.75
Volatility 1Y9.73%1.96%
Max drawdown-15.99%-6.48%

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

Similar to KNOW and LMBS