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LMBS vs HISF

First Trust Low Duration Opportunities ETF vs First Trust High Income Strategic Focus ETF

LMBS

First Trust Low Duration Opportunities ETF

First Trust

Annual cost

0.66%

Fund size

$6.2B

HISF

First Trust High Income Strategic Focus ETF

First Trust

Annual cost

0.83%

Fund size

$91M

Key differences

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

Side-by-side comparison

LMBSHISF
Annual cost (TER)0.66%0.83%
Fund size (AUM)$6.2B$91M
Since20142014
Dividend yield4.09%4.94%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.3%+6.2%
CAGR 3Y+5.8%+5.0%
CAGR 5Y+3.0%+1.9%
Sharpe 3Y0.820.33
Volatility 1Y1.98%3.36%
Max drawdown-6.48%-27.86%

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

Similar to LMBS and HISF