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LMBS vs LGOV

First Trust Low Duration Opportunities ETF vs First Trust Long Duration Opportunities ETF

LMBS

First Trust Low Duration Opportunities ETF

First Trust

Annual cost

0.66%

Fund size

$6.2B

LGOV

First Trust Long Duration Opportunities ETF

First Trust

Annual cost

0.49%

Fund size

$664M

Key differences

  • LGOV costs 0.17% less per year.
  • LMBS is significantly larger than LGOV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, LMBS has delivered higher annualized returns.
  • LMBS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LMBSLGOV
Annual cost (TER)0.66%0.49%
Fund size (AUM)$6.2B$664M
Since20142019
Dividend yield4.09%4.21%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.4%+6.4%
CAGR 3Y+5.6%+2.0%
CAGR 5Y+3.0%-1.7%
Sharpe 3Y0.75-0.13
Volatility 1Y1.96%6.99%
Max drawdown-6.48%-30.85%

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

Similar to LMBS and LGOV