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LMBS vs ICSH

First Trust Low Duration Opportunities ETF vs iShares Ultra Short Duration Bond Active ETF

LMBS

First Trust Low Duration Opportunities ETF

Annual cost

0.66%

Fund size

$6.3B

ICSH

iShares Ultra Short Duration Bond Active ETF

Annual cost

0.08%

Fund size

$7.6B

Key differences

Both LMBS and ICSH are fixed income ETFs. LMBS charges 0.66% a year and ICSH 0.08%. The main difference: LMBS follows a index tracking strategy; ICSH uses active selection.

  • LMBS follows a index tracking strategy; ICSH uses active selection.
  • ICSH costs 0.58% less per year.

Side-by-side comparison

LMBSICSH
Annual cost (TER)0.66%0.08%
Fund size (AUM)$6.3B$7.6B
Since20142013
Dividend yield4.10%4.38%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.9%+4.3%
CAGR 3Y+5.8%+5.2%
CAGR 5Y+3.1%+3.7%
Sharpe 3Y0.833.41
Volatility 1Y1.94%0.41%
Max drawdown-6.48%-3.94%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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