Screener
LMBS vs FCEF
First Trust Low Duration Opportunities ETF vs First Trust Income Opportunity ETF
Key differences
- LMBS costs 3.03% less per year.
- LMBS is significantly larger than FCEF — larger funds tend to be more liquid and less likely to close.
- LMBS is classified as fixed income, while FCEF is mixed asset — different risk/return profiles.
- LMBS follows a index tracking strategy; FCEF uses active selection.
- Over the last 3 years, FCEF has delivered higher annualized returns.
Side-by-side comparison
| LMBS | FCEF | |
|---|---|---|
| Annual cost (TER) | 0.66% | 3.69% |
| Fund size (AUM) | $6.2B | $75M |
| Since | 2014 | 2016 |
| Dividend yield | 4.09% | 6.24% |
| Asset class | fixed income | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.4% | +18.7% |
| CAGR 3Y | +5.6% | +16.1% |
| CAGR 5Y | +3.0% | +6.5% |
| Sharpe 3Y | 0.75 | 1.19 |
| Volatility 1Y | 1.96% | 7.84% |
| Max drawdown | -6.48% | -44.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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