Screener
LMBS vs SHY
First Trust Low Duration Opportunities ETF vs iShares 1-3 Year Treasury Bond ETF
Key differences
Both LMBS and SHY are fixed income ETFs. LMBS charges 0.66% a year and SHY 0.15%. The main difference: SHY costs 0.51% less per year.
- SHY costs 0.51% less per year.
- SHY is much larger than LMBS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LMBS has delivered higher annualized returns.
- SHY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LMBS | SHY | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.15% |
| Fund size (AUM) | $6.3B | $25.4B |
| Since | 2014 | 2002 |
| Dividend yield | 4.10% | 3.71% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.9% | +3.3% |
| CAGR 3Y | +5.8% | +4.1% |
| CAGR 5Y | +3.1% | +1.7% |
| Sharpe 3Y | 0.83 | 0.29 |
| Volatility 1Y | 1.94% | 1.33% |
| Max drawdown | -6.48% | -5.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.