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LMBS vs SCHR

First Trust Low Duration Opportunities ETF vs Schwab Intermediate-Term U.S. Treasury ETF

LMBS

First Trust Low Duration Opportunities ETF

First Trust

Annual cost

0.66%

Fund size

$6.2B

SCHR

Schwab Intermediate-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$13.0B

Key differences

  • SCHR costs 0.63% less per year.
  • Over the last 3 years, LMBS has delivered higher annualized returns.

Side-by-side comparison

LMBSSCHR
Annual cost (TER)0.66%0.03%
Fund size (AUM)$6.2B$13.0B
Since20142010
Dividend yield4.09%3.89%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.3%+3.9%
CAGR 3Y+5.8%+3.3%
CAGR 5Y+3.0%+0.2%
Sharpe 3Y0.82-0.03
Volatility 1Y1.98%3.46%
Max drawdown-6.48%-16.11%

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

Similar to LMBS and SCHR