Screener
LMBS vs TYA
First Trust Low Duration Opportunities ETF vs Simplify Intermediate Term Treasury Futures Strategy ETF
Key differences
- TYA costs 0.41% less per year.
- LMBS is significantly larger than TYA — larger funds tend to be more liquid and less likely to close.
- LMBS follows a index tracking strategy; TYA uses active selection.
- Over the last 3 years, LMBS has delivered higher annualized returns.
- LMBS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LMBS | TYA | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.25% |
| Fund size (AUM) | $6.2B | $67M |
| Since | 2014 | 2021 |
| Dividend yield | 4.09% | 3.86% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.3% | +3.2% |
| CAGR 3Y | +5.8% | -2.6% |
| CAGR 5Y | +3.0% | N/A |
| Sharpe 3Y | 0.82 | -0.27 |
| Volatility 1Y | 1.98% | 13.04% |
| Max drawdown | -6.48% | -51.15% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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