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LMBS vs FMHI

First Trust Low Duration Opportunities ETF vs First Trust Municipal High Income ETF

LMBS

First Trust Low Duration Opportunities ETF

First Trust

Annual cost

0.66%

Fund size

$6.2B

FMHI

First Trust Municipal High Income ETF

First Trust

Annual cost

0.49%

Fund size

$950M

Key differences

  • FMHI costs 0.17% less per year.
  • LMBS is significantly larger than FMHI — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

LMBSFMHI
Annual cost (TER)0.66%0.49%
Fund size (AUM)$6.2B$950M
Since20142017
Dividend yield4.09%4.25%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.4%+7.1%
CAGR 3Y+5.6%+4.9%
CAGR 5Y+3.0%+0.8%
Sharpe 3Y0.750.28
Volatility 1Y1.96%3.16%
Max drawdown-6.48%-18.83%

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

Similar to LMBS and FMHI