Screener
LMBS vs TOTL
First Trust Low Duration Opportunities ETF vs State Street DoubleLine Total Return Tactical ETF
Key differences
Both LMBS and TOTL are fixed income ETFs. LMBS charges 0.66% a year and TOTL 0.55%. The main difference: LMBS follows a index tracking strategy; TOTL uses active selection.
- LMBS follows a index tracking strategy; TOTL uses active selection.
- TOTL costs 0.11% less per year.
- Over the last three years, LMBS has delivered higher annualized returns.
Side-by-side comparison
| LMBS | TOTL | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.55% |
| Fund size (AUM) | $6.3B | $4.2B |
| Since | 2014 | 2015 |
| Dividend yield | 4.10% | 5.27% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.9% | +4.5% |
| CAGR 3Y | +5.8% | +4.6% |
| CAGR 5Y | +3.1% | +0.7% |
| Sharpe 3Y | 0.83 | 0.20 |
| Volatility 1Y | 1.94% | 3.43% |
| Max drawdown | -6.48% | -16.47% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.