Screener
LMBS vs SPTL
First Trust Low Duration Opportunities ETF vs State Street SPDR Portfolio Long Term Treasury ETF
Key differences
- SPTL costs 0.63% less per year.
- Over the last 3 years, LMBS has delivered higher annualized returns.
- SPTL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LMBS | SPTL | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.03% |
| Fund size (AUM) | $6.2B | $10.5B |
| Since | 2014 | 2007 |
| Dividend yield | 4.09% | 4.20% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.3% | +5.7% |
| CAGR 3Y | +5.8% | -0.5% |
| CAGR 5Y | +3.0% | -4.9% |
| Sharpe 3Y | 0.82 | -0.25 |
| Volatility 1Y | 1.98% | 9.08% |
| Max drawdown | -6.48% | -46.20% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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