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UFOX vs LMBS
Defiance Connective Technologies ETF vs First Trust Low Duration Opportunities ETF
Key differences
UFOX is an equity ETF, while LMBS is a fixed income ETF. UFOX charges 0.30% a year and LMBS 0.66%.
- UFOX is an equity fund, while LMBS is a fixed income fund. They carry different risk/return profiles.
- UFOX costs 0.36% less per year.
- LMBS is much larger than UFOX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, UFOX has delivered higher annualized returns.
- LMBS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UFOX | LMBS | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.66% |
| Fund size (AUM) | $1.1B | $6.3B |
| Since | 2019 | 2014 |
| Dividend yield | 0.36% | 4.10% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +96.7% | +5.9% |
| CAGR 3Y | +44.5% | +5.8% |
| CAGR 5Y | +21.8% | +3.1% |
| Sharpe 3Y | 1.43 | 0.83 |
| Volatility 1Y | 27.78% | 1.94% |
| Max drawdown | -33.90% | -6.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.