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UCON vs LMBS
First Trust Smith Unconstrained Plus Bond ETF vs First Trust Low Duration Opportunities ETF
Key differences
- LMBS costs 0.20% less per year.
- UCON follows a active selection strategy; LMBS uses index tracking.
Side-by-side comparison
| UCON | LMBS | |
|---|---|---|
| Annual cost (TER) | 0.86% | 0.66% |
| Fund size (AUM) | $3.2B | $6.2B |
| Since | 2018 | 2014 |
| Dividend yield | 4.65% | 4.09% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +6.0% | +6.4% |
| CAGR 3Y | +5.7% | +5.6% |
| CAGR 5Y | +2.8% | +3.0% |
| Sharpe 3Y | 0.57 | 0.75 |
| Volatility 1Y | 3.00% | 1.96% |
| Max drawdown | -15.31% | -6.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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