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WZRD vs LMBS

Opportunistic Trader ETF vs First Trust Low Duration Opportunities ETF

WZRD

Opportunistic Trader ETF

Annual cost

1.00%

Fund size

$3M

LMBS

First Trust Low Duration Opportunities ETF

Annual cost

0.66%

Fund size

$6.3B

Key differences

WZRD is an alternative ETF, while LMBS is a fixed income ETF. WZRD charges 1.00% a year and LMBS 0.66%.

  • WZRD is an alternative fund, while LMBS is a fixed income fund. They carry different risk/return profiles.
  • WZRD follows a structured outcome strategy; LMBS uses index tracking.
  • LMBS costs 0.34% less per year.
  • LMBS is much larger than WZRD. 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

WZRDLMBS
Annual cost (TER)1.00%0.66%
Fund size (AUM)$3M$6.3B
Since20252014
Dividend yield4.10%
Asset classalternativefixed income
Regionnorth americanorth america
Strategystructured outcomeindex tracking
CAGR 1YN/A+5.9%
CAGR 3YN/A+5.8%
CAGR 5YN/A+3.1%
Sharpe 3YN/A0.83
Volatility 1Y1.94%
Max drawdown-79.00%-6.48%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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