Screener
MSTI vs LMBS
Madison Short-Term Strategic Income ETF vs First Trust Low Duration Opportunities ETF
Key differences
Both MSTI and LMBS are fixed income ETFs. MSTI charges 0.36% a year and LMBS 0.66%. The main difference: MSTI follows a active selection strategy; LMBS uses index tracking.
- MSTI follows a active selection strategy; LMBS uses index tracking.
- MSTI costs 0.30% less per year.
- LMBS is much larger than MSTI. Larger funds are usually more liquid and less likely to close.
- LMBS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MSTI | LMBS | |
|---|---|---|
| Annual cost (TER) | 0.36% | 0.66% |
| Fund size (AUM) | $49M | $6.3B |
| Since | 2023 | 2014 |
| Dividend yield | 5.31% | 4.10% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.2% | +5.9% |
| CAGR 3Y | N/A | +5.8% |
| CAGR 5Y | N/A | +3.1% |
| Sharpe 3Y | N/A | 0.83 |
| Volatility 1Y | 2.44% | 1.94% |
| Max drawdown | -1.47% | -6.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.