Screener
LMBS vs UTHY
First Trust Low Duration Opportunities ETF vs F/m US Treasury 30 Year Bond ETF
Key differences
Both LMBS and UTHY are fixed income ETFs. LMBS charges 0.66% a year and UTHY 0.15%. The main difference: UTHY costs 0.51% less per year.
- UTHY costs 0.51% less per year.
- LMBS is much larger than UTHY. Larger funds are usually more liquid and less likely to close.
- Over the last three 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 | UTHY | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.15% |
| Fund size (AUM) | $6.3B | $24M |
| Since | 2014 | 2023 |
| Dividend yield | 4.10% | 5.02% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.9% | +3.7% |
| CAGR 3Y | +5.8% | -1.7% |
| CAGR 5Y | +3.1% | N/A |
| Sharpe 3Y | 0.83 | -0.32 |
| Volatility 1Y | 1.94% | 9.33% |
| Max drawdown | -6.48% | -21.86% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.