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LMBS vs BKLN

First Trust Low Duration Opportunities ETF vs Invesco Senior Loan ETF

LMBS

First Trust Low Duration Opportunities ETF

First Trust

Annual cost

0.66%

Fund size

$6.2B

BKLN

Invesco Senior Loan ETF

Invesco

Annual cost

0.65%

Fund size

$6.8B

Key differences

  • Over the last 3 years, BKLN has delivered higher annualized returns.

Side-by-side comparison

LMBSBKLN
Annual cost (TER)0.66%0.65%
Fund size (AUM)$6.2B$6.8B
Since20142011
Dividend yield4.09%6.91%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.3%+5.3%
CAGR 3Y+5.8%+7.8%
CAGR 5Y+3.0%+5.3%
Sharpe 3Y0.821.29
Volatility 1Y1.98%2.75%
Max drawdown-6.48%-24.17%

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

Similar to LMBS and BKLN