BBAX vs LMBS

Comparison between JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF (BBAX, ETF) and FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF).

5-Year PerformanceBBAX has outperformed LMBS, delivering a return of +5.5% compared to +3.0%

BBAX vs LMBS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBAX(ETF)	LMBS(ETF)
Net Assets	$6.10B	$6.10B
Expense Ratio	0.19%	0.66%
Max Drawdown	39.64%	11.76%
Sharpe Ratio	1.51	1.23
5Y Beta	0.74	0.01
5Y Dividends CAGR	7.67%	12.43%

Net Assets

BBAX

$6.10B

LMBS

$6.10B

Expense Ratio

Winner

BBAX

0.19%

LMBS

0.66%

Max Drawdown

BBAX

39.64%

Winner

LMBS

11.76%

Sharpe Ratio

Winner

BBAX

1.51

LMBS

1.23

5Y Beta

BBAX

0.74

Winner

LMBS

0.01

5Y Dividends CAGR

BBAX

7.67%

Winner

LMBS

12.43%

BBAX vs LMBS - Historical Returns

Returns include dividend reinvestment.

Period	BBAX	LMBS
1 month	+0.38%	+0.38%
3 months	+1.38%	+0.56%
6 months	+13.33%	+2.12%
1 year	+27.71%	+6.38%
5 years(CAGR)	+5.46%	+3.04%
10 years(CAGR)	N/A	+2.76%
Max(CAGR)	+7.03%	+3.03%

Winner

BBAX

+0.38%

LMBS

+0.38%

Winner

BBAX

+1.38%

LMBS

+0.56%

Winner

BBAX

+13.33%

LMBS

+2.12%

Winner

BBAX

+27.71%

LMBS

+6.38%

5Y(CAGR)

Winner

BBAX

+5.46%

LMBS

+3.04%

10Y(CAGR)

BBAX

N/A

LMBS

+2.76%

Max(CAGR)

Winner

BBAX

+7.03%

LMBS

+3.03%

BBAX vs LMBS - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	BBAX	LMBS
2026	+10.69%	+1.47%
2025	+20.43%	+7.05%
2024	+3.69%	+5.30%
2023	+5.73%	+6.26%
2022	-4.79%	-2.97%
2021	+4.72%	-1.01%
2020	+6.61%	+1.60%
2019	+19.97%	+4.10%
2018	-9.66%	+1.50%
2017	N/A	+1.55%
2016	N/A	+6.56%
2015	N/A	+2.56%
2014	N/A	+1.57%

BBAX vs LMBS Drawdown Comparison

The maximum drawdown for BBAX was -39.64%, occurring on Mar 23, 2020. Recovery took 217 trading sessions.

The maximum drawdown for LMBS was -6.49%, occurring on Oct 21, 2022. Recovery took 948 trading sessions.

The current BBAX drawdown is -1.78%. The current LMBS drawdown is -0.19%.

Rank	BBAX	LMBS
#1	-39.64% Jan 16, 2020 - Nov 24, 2020	-6.49% Mar 6, 2020 - Dec 11, 2023
#2	-24.40% Jun 4, 2021 - Sep 16, 2024	-1.85% Jan 6, 2015 - Mar 12, 2015
#3	-20.13% Oct 2, 2024 - Jun 2, 2025	-1.72% Apr 4, 2025 - Jun 11, 2025
#4	-12.75% Aug 29, 2018 - Feb 22, 2019	-1.52% Oct 1, 2024 - Feb 5, 2025
#5	-10.47% Jul 3, 2019 - Jan 2, 2020	-1.45% Mar 27, 2024 - May 15, 2024
#6	-9.00% Feb 25, 2026 - Mar 30, 2026	-1.43% Feb 27, 2026 - Mar 27, 2026
#7	-6.25% Oct 28, 2025 - Dec 23, 2025	-1.25% Aug 24, 2015 - Oct 6, 2015
#8	-4.99% Jan 21, 2021 - Feb 11, 2021	-0.97% Dec 4, 2014 - Dec 26, 2014
#9	-4.66% May 3, 2019 - Jun 19, 2019	-0.89% Apr 6, 2015 - May 7, 2015
#10	-4.51% Feb 23, 2021 - Apr 14, 2021	-0.86% Nov 4, 2016 - Apr 4, 2017
#11	-3.87% Sep 15, 2025 - Oct 28, 2025	-0.85% Feb 1, 2024 - Mar 6, 2024
#12	-2.80% Nov 25, 2020 - Dec 4, 2020	-0.81% Feb 18, 2016 - Mar 17, 2016
#13	-2.78% Aug 8, 2018 - Aug 29, 2018	-0.74% Mar 12, 2015 - Mar 20, 2015
#14	-2.77% May 10, 2021 - May 28, 2021	-0.74% May 15, 2024 - Jun 5, 2024
#15	-2.71% Jun 10, 2025 - Jun 26, 2025	-0.67% Jan 11, 2016 - Jan 20, 2016

Correlation

Correlation between BBAX and LMBS is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2014 - 2026)

BBAX vs LMBS dividend yield comparison.

Year	BBAX	LMBS
2026	0.77%	1.36%
2025	3.86%	4.08%
2024	4.13%	4.28%
2023	4.17%	3.96%
2022	5.06%	2.22%
2021	5.47%	2.04%
2020	2.57%	2.27%
2019	4.07%	2.55%
2018	1.36%	2.76%
2017	0.00%	2.73%
2016	0.00%	2.84%
2015	0.00%	3.03%
2014	0.00%	0.37%