IAUM vs LMBS

Comparison between iShares Gold Trust Micro (IAUM, ETF) and FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF).

5-Year PerformanceIAUM has outperformed LMBS, delivering a return of +20.9% compared to +3.2%

IAUM vs LMBS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAUM(ETF)	LMBS(ETF)
Net Assets	$6.30B	$6.40B
Expense Ratio	0.09%	0.66%
Max Drawdown	26.31%	11.76%
Sharpe Ratio	1.14	0.31
5Y Beta	0.22	0.02
5Y Dividends CAGR	N/A	14.97%

Net Assets

IAUM

$6.30B

Winner

LMBS

$6.40B

Expense Ratio

Winner

IAUM

0.09%

LMBS

0.66%

Max Drawdown

IAUM

26.31%

Winner

LMBS

11.76%

Sharpe Ratio

Winner

IAUM

1.14

LMBS

0.31

5Y Beta

IAUM

0.22

Winner

LMBS

0.02

5Y Dividends CAGR

IAUM

N/A

LMBS

14.97%

IAUM vs LMBS - Historical Returns

Returns include dividend reinvestment.

Period	IAUM	LMBS
1 month	+12.97%	+0.34%
3 months	+1.61%	+0.85%
6 months	-9.49%	+0.57%
1 year	+38.23%	+4.55%
5 years(CAGR)	+20.87%	+3.21%
10 years(CAGR)	N/A	+2.57%
Max(CAGR)	+20.50%	+3.00%

Winner

IAUM

+12.97%

LMBS

+0.34%

Winner

IAUM

+1.61%

LMBS

+0.85%

IAUM

-9.49%

Winner

LMBS

+0.57%

Winner

IAUM

+38.23%

LMBS

+4.55%

5Y(CAGR)

Winner

IAUM

+20.87%

LMBS

+3.21%

10Y(CAGR)

IAUM

N/A

LMBS

+2.57%

Max(CAGR)

Winner

IAUM

+20.50%

LMBS

+3.00%

IAUM vs LMBS - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	IAUM	LMBS
2026	+6.51%	+1.90%
2025	+62.10%	+7.05%
2024	+27.35%	+5.30%
2023	+12.14%	+6.26%
2022	+1.05%	-2.97%
2021	+3.87%	-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%

IAUM vs LMBS Drawdown Comparison

The maximum drawdown for IAUM was -26.31%, occurring on Jul 16, 2026. This drawdown has not yet recovered.

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

The current IAUM drawdown is -14.50%. The current LMBS drawdown is -0.10%.

Rank	IAUM	LMBS
#1	-26.31% Jan 29, 2026 - Jul 16, 2026	-6.49% Mar 6, 2020 - Dec 11, 2023
#2	-20.87% Mar 8, 2022 - Dec 1, 2023	-1.85% Jan 6, 2015 - Mar 12, 2015
#3	-10.05% Oct 20, 2025 - Dec 22, 2025	-1.72% Apr 4, 2025 - Jun 11, 2025
#4	-8.09% Oct 30, 2024 - Jan 30, 2025	-1.52% Oct 1, 2024 - Feb 5, 2025
#5	-7.14% Apr 21, 2025 - Jun 13, 2025	-1.45% Mar 27, 2024 - May 15, 2024
#6	-5.74% May 20, 2024 - Jul 16, 2024	-1.43% Feb 27, 2026 - Jun 16, 2026
#7	-5.69% Jul 29, 2021 - Nov 9, 2021	-1.25% Aug 24, 2015 - Oct 6, 2015
#8	-5.25% Nov 12, 2021 - Feb 14, 2022	-0.97% Dec 4, 2014 - Dec 26, 2014
#9	-4.88% Mar 31, 2025 - Apr 10, 2025	-0.89% Apr 6, 2015 - May 7, 2015
#10	-4.85% Dec 26, 2025 - Jan 12, 2026	-0.86% Nov 4, 2016 - Apr 4, 2017
#11	-4.79% Jun 13, 2025 - Aug 29, 2025	-0.85% Feb 1, 2024 - Mar 6, 2024
#12	-4.40% Dec 1, 2023 - Dec 27, 2023	-0.81% Feb 18, 2016 - Mar 17, 2016
#13	-4.38% Jul 16, 2024 - Aug 12, 2024	-0.74% Mar 12, 2015 - Mar 20, 2015
#14	-4.23% Apr 16, 2024 - May 17, 2024	-0.74% May 15, 2024 - Jun 5, 2024
#15	-4.15% Dec 27, 2023 - Mar 1, 2024	-0.67% Jan 11, 2016 - Jan 20, 2016