DFLV vs LMBS

Comparison between DIMENSIONAL US LARGE CAP VALUE ETF (DFLV, ETF) and FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF).

DFLV vs LMBS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFLV(ETF)	LMBS(ETF)
Net Assets	$6.20B	$6.30B
Expense Ratio	0.21%	0.66%
Max Drawdown	17.54%	11.76%
Sharpe Ratio	2.21	1.06
5Y Beta	0.74	0.01
P/E Ratio	19.53	N/A
Forward P/E	14.81	N/A
5Y Dividends CAGR	N/A	12.62%
5Y EPS CAGR	14.83%	N/A
Debt to Equity	42.49%	N/A
P/S Ratio	2.13	N/A
P/B Ratio	2.79	N/A

Net Assets

DFLV

$6.20B

Winner

LMBS

$6.30B

Expense Ratio

Winner

DFLV

0.21%

LMBS

0.66%

Max Drawdown

DFLV

17.54%

Winner

LMBS

11.76%

Sharpe Ratio

Winner

DFLV

2.21

LMBS

1.06

5Y Beta

DFLV

0.74

Winner

LMBS

0.01

P/E Ratio

DFLV

19.53

LMBS

N/A

Forward P/E

DFLV

14.81

LMBS

N/A

5Y Dividends CAGR

DFLV

N/A

LMBS

12.62%

5Y EPS CAGR

DFLV

14.83%

LMBS

N/A

Debt to Equity

DFLV

42.49%

LMBS

N/A

P/S Ratio

DFLV

2.13

LMBS

N/A

P/B Ratio

DFLV

2.79

LMBS

N/A

DFLV vs LMBS - Historical Returns

Returns include dividend reinvestment.

Period	DFLV	LMBS
1 month	+4.31%	+0.23%
3 months	+13.22%	+0.61%
6 months	+16.81%	+1.67%
1 year	+32.30%	+5.69%
5 years(CAGR)	N/A	+3.04%
10 years(CAGR)	N/A	+2.69%
Max(CAGR)	+16.46%	+3.01%

Winner

DFLV

+4.31%

LMBS

+0.23%

Winner

DFLV

+13.22%

LMBS

+0.61%

Winner

DFLV

+16.81%

LMBS

+1.67%

Winner

DFLV

+32.30%

LMBS

+5.69%

5Y(CAGR)

DFLV

N/A

LMBS

+3.04%

10Y(CAGR)

DFLV

N/A

LMBS

+2.69%

Max(CAGR)

Winner

DFLV

+16.46%

LMBS

+3.01%

DFLV vs LMBS - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	DFLV	LMBS
2026	+15.61%	+1.49%
2025	+16.09%	+7.05%
2024	+12.38%	+5.30%
2023	+12.67%	+6.26%
2022	-0.68%	-2.97%
2021	N/A	-1.01%
2020	N/A	+1.60%
2019	N/A	+4.10%
2018	N/A	+1.50%
2017	N/A	+1.55%
2016	N/A	+6.56%
2015	N/A	+2.56%
2014	N/A	+1.57%

DFLV vs LMBS Drawdown Comparison

The maximum drawdown for DFLV was -16.80%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.

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

The current LMBS drawdown is -0.17%.

Rank	DFLV	LMBS
#1	-16.80% Nov 25, 2024 - Aug 22, 2025	-6.49% Mar 6, 2020 - Dec 11, 2023
#2	-11.29% Jul 31, 2023 - Dec 13, 2023	-1.85% Jan 6, 2015 - Mar 12, 2015
#3	-11.21% Feb 2, 2023 - Jul 21, 2023	-1.72% Apr 4, 2025 - Jun 11, 2025
#4	-6.10% Jul 31, 2024 - Aug 23, 2024	-1.52% Oct 1, 2024 - Feb 5, 2025
#5	-5.48% Feb 11, 2026 - Apr 17, 2026	-1.45% Mar 27, 2024 - May 15, 2024
#6	-5.40% Mar 28, 2024 - Jul 16, 2024	-1.43% Feb 27, 2026 - Mar 27, 2026
#7	-4.25% Dec 13, 2022 - Jan 6, 2023	-1.25% Aug 24, 2015 - Oct 6, 2015
#8	-4.11% Nov 12, 2025 - Nov 28, 2025	-0.97% Dec 4, 2014 - Dec 26, 2014
#9	-3.77% Aug 30, 2024 - Sep 19, 2024	-0.89% Apr 6, 2015 - May 7, 2015
#10	-3.20% Oct 6, 2025 - Oct 27, 2025	-0.86% Nov 4, 2016 - Apr 4, 2017
#11	-2.95% Oct 18, 2024 - Nov 6, 2024	-0.85% Feb 1, 2024 - Mar 6, 2024
#12	-2.81% Jan 13, 2023 - Jan 26, 2023	-0.81% Feb 18, 2016 - Mar 17, 2016
#13	-2.64% Jul 17, 2024 - Jul 31, 2024	-0.74% Mar 12, 2015 - Mar 20, 2015
#14	-2.54% Jan 2, 2024 - Jan 25, 2024	-0.74% May 15, 2024 - Jun 5, 2024
#15	-2.24% Jun 4, 2026 - Jun 12, 2026	-0.67% Jan 11, 2016 - Jan 20, 2016

Correlation

Correlation between DFLV and LMBS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2014 - 2026)

DFLV vs LMBS dividend yield comparison.

Year	DFLV	LMBS
2026	0.33%	1.71%
2025	1.61%	4.08%
2024	1.65%	4.28%
2023	1.72%	3.96%
2022	0.11%	2.22%
2021	0.00%	2.04%
2020	0.00%	2.27%
2019	0.00%	2.55%
2018	0.00%	2.76%
2017	0.00%	2.73%
2016	0.00%	2.84%
2015	0.00%	3.03%
2014	0.00%	0.37%