Screener
LMBS vs NEAR
First Trust Low Duration Opportunities ETF vs iShares Short Duration Bond Active ETF
Key differences
Both LMBS and NEAR are fixed income ETFs. LMBS charges 0.66% a year and NEAR 0.25%. The main difference: LMBS follows a index tracking strategy; NEAR uses active selection.
- LMBS follows a index tracking strategy; NEAR uses active selection.
- NEAR costs 0.41% less per year.
Side-by-side comparison
| LMBS | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.25% |
| Fund size (AUM) | $6.3B | $4.6B |
| Since | 2014 | 2013 |
| Dividend yield | 4.10% | 4.47% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.9% | +4.1% |
| CAGR 3Y | +5.8% | +5.6% |
| CAGR 5Y | +3.1% | +3.9% |
| Sharpe 3Y | 0.83 | 1.18 |
| Volatility 1Y | 1.94% | 1.37% |
| Max drawdown | -6.48% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.