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LGOV vs IBMQ

Comparison between FIRST TRUST LONG DURATION OPPORTUNITIES ETF (LGOV, ETF) and ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF).

5-Year PerformanceIBMQ has outperformed LGOV, delivering a return of +0.4% compared to -2.4%

LGOV vs IBMQ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LGOV
$652M
Winner
IBMQ
$653M
Expense Ratio
LGOV
0.49%
Winner
IBMQ
0.18%
Max Drawdown
LGOV
37.47%
Winner
IBMQ
15.85%
Sharpe Ratio
Winner
LGOV
0.10
IBMQ
-0.89
5Y Beta
Winner
LGOV
0.02
IBMQ
0.03
5Y Dividends CAGR
LGOV
0.67%
Winner
IBMQ
15.19%

LGOV vs IBMQ - Historical Returns

Returns include dividend reinvestment.

1M
LGOV
-0.97%
Winner
IBMQ
+0.09%
3M
LGOV
-2.16%
Winner
IBMQ
+0.50%
6M
LGOV
-1.25%
Winner
IBMQ
+0.72%
1Y
Winner
LGOV
+3.81%
IBMQ
+2.71%
5Y(CAGR)
LGOV
-2.43%
Winner
IBMQ
+0.39%
Max(CAGR)
LGOV
+1.06%
Winner
IBMQ
+2.00%

LGOV vs IBMQ - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearLGOVIBMQ
2026-1.14%+1.00%
2025+9.08%+3.96%
2024-1.38%+0.83%
2023+3.91%+3.77%
2022-18.69%-6.60%
2021-2.09%-0.23%
2020+11.10%+6.79%
2019+11.54%+5.39%

LGOV vs IBMQ Drawdown Comparison

The maximum drawdown for LGOV was -30.86%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for IBMQ was -15.85%, occurring on Mar 23, 2020. Recovery took 88 trading sessions.

The current LGOV drawdown is -15.89%. The current IBMQ drawdown is -0.14%.

RankLGOVIBMQ
#1-30.86%
Mar 9, 2020 - Oct 19, 2023
-15.85%
Mar 9, 2020 - Jul 14, 2020
#2-4.68%
Sep 4, 2019 - Jan 30, 2020
-11.60%
Feb 11, 2021 - Sep 4, 2025
#3-1.68%
Mar 28, 2019 - May 13, 2019
-2.44%
Aug 28, 2019 - Jan 14, 2020
#4-1.49%
Jul 3, 2019 - Aug 1, 2019
-1.87%
Aug 7, 2020 - Dec 10, 2020
#5-1.15%
Feb 26, 2019 - Mar 8, 2019
-1.13%
Feb 27, 2026 - Jun 25, 2026
#6-0.99%
Jan 31, 2020 - Feb 18, 2020
-0.87%
Sep 18, 2025 - Jan 5, 2026
#7-0.83%
Aug 15, 2019 - Aug 27, 2019
-0.56%
Jan 31, 2020 - Feb 20, 2020
#8-0.65%
Jun 3, 2019 - Jun 18, 2019
-0.40%
Jan 6, 2021 - Jan 27, 2021
#9-0.44%
Feb 8, 2019 - Feb 19, 2019
-0.38%
Aug 15, 2019 - Aug 28, 2019
#10-0.43%
Feb 1, 2019 - Feb 7, 2019
-0.26%
Jun 3, 2019 - Jun 18, 2019
#11-0.39%
Feb 20, 2019 - Feb 26, 2019
-0.26%
Feb 27, 2020 - Mar 6, 2020
#12-0.33%
May 17, 2019 - May 23, 2019
-0.23%
Aug 12, 2019 - Aug 14, 2019
#13-0.31%
Jun 28, 2019 - Jul 2, 2019
-0.22%
May 17, 2019 - May 23, 2019
#14-0.24%
Aug 28, 2019 - Sep 3, 2019
-0.20%
May 7, 2019 - May 9, 2019
#15-0.24%
Aug 8, 2019 - Aug 12, 2019
-0.19%
Jul 3, 2019 - Jul 9, 2019

Correlation

Correlation between LGOV and IBMQ is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43
-101

Dividend Comparison (2019 - 2026)

LGOV vs IBMQ dividend yield comparison.

YearLGOVIBMQ
20262.58%1.23%
20254.02%2.43%
20244.03%2.33%
20233.59%1.93%
20221.97%1.25%
20212.58%1.05%
20203.75%1.24%
20193.01%1.03%

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