Screener
LMBS vs DDV
First Trust Low Duration Opportunities ETF vs Defined Duration 5 ETF
Key differences
Both LMBS and DDV are fixed income ETFs. LMBS charges 0.66% a year and DDV 0.25%. The main difference: LMBS follows a index tracking strategy; DDV uses active selection.
- LMBS follows a index tracking strategy; DDV uses active selection.
- DDV costs 0.41% less per year.
- LMBS is much larger than DDV. 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
| LMBS | DDV | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.25% |
| Fund size (AUM) | $6.3B | $15M |
| Since | 2014 | 2025 |
| Dividend yield | 4.10% | — |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.9% | N/A |
| CAGR 3Y | +5.8% | N/A |
| CAGR 5Y | +3.1% | N/A |
| Sharpe 3Y | 0.83 | N/A |
| Volatility 1Y | 1.94% | — |
| Max drawdown | -6.48% | -1.92% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.