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LMBS vs FIIG

First Trust Low Duration Opportunities ETF vs First Trust Intermediate Duration Investment Grade Corporate ETF

LMBS

First Trust Low Duration Opportunities ETF

First Trust

Annual cost

0.66%

Fund size

$6.2B

FIIG

First Trust Intermediate Duration Investment Grade Corporate ETF

First Trust Advisors L.P.

Annual cost

0.49%

Fund size

$671M

Key differences

  • FIIG costs 0.17% less per year.
  • LMBS is significantly larger than FIIG — larger funds tend to be 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

LMBSFIIG
Annual cost (TER)0.66%0.49%
Fund size (AUM)$6.2B$671M
Since20142023
Dividend yield4.09%4.64%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.4%+6.3%
CAGR 3Y+5.6%N/A
CAGR 5Y+3.0%N/A
Sharpe 3Y0.75N/A
Volatility 1Y1.96%4.67%
Max drawdown-6.48%-5.50%

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

Similar to LMBS and FIIG