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LGOV vs LMBS

First Trust Long Duration Opportunities ETF vs First Trust Low Duration Opportunities ETF

LGOV

First Trust Long Duration Opportunities ETF

First Trust

Annual cost

0.49%

Fund size

$664M

LMBS

First Trust Low Duration Opportunities ETF

First Trust

Annual cost

0.66%

Fund size

$6.2B

Key differences

  • LGOV costs 0.17% less per year.
  • LMBS is significantly larger than LGOV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, LMBS has delivered higher annualized returns.
  • LMBS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LGOVLMBS
Annual cost (TER)0.49%0.66%
Fund size (AUM)$664M$6.2B
Since20192014
Dividend yield4.21%4.09%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.4%+6.4%
CAGR 3Y+2.0%+5.6%
CAGR 5Y-1.7%+3.0%
Sharpe 3Y-0.130.75
Volatility 1Y6.99%1.96%
Max drawdown-30.85%-6.48%

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

Similar to LGOV and LMBS