Skip to content
Beacon
Screener

LMBS vs FSIG

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

LMBS

First Trust Low Duration Opportunities ETF

First Trust

Annual cost

0.66%

Fund size

$6.2B

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

First Trust

Annual cost

0.44%

Fund size

$1.5B

Key differences

  • FSIG costs 0.22% less per year.
  • LMBS is significantly larger than FSIG — 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

LMBSFSIG
Annual cost (TER)0.66%0.44%
Fund size (AUM)$6.2B$1.5B
Since20142021
Dividend yield4.09%4.60%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.4%+4.6%
CAGR 3Y+5.6%+5.0%
CAGR 5Y+3.0%N/A
Sharpe 3Y0.750.50
Volatility 1Y1.96%2.27%
Max drawdown-6.48%-6.89%

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

Similar to LMBS and FSIG