LMBS vs BBAX

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

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

LMBS vs BBAX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

LMBS

$6.10B

BBAX

$6.10B

Expense Ratio

LMBS

0.66%

Winner

BBAX

0.19%

Max Drawdown

Winner

LMBS

11.76%

BBAX

39.64%

Sharpe Ratio

LMBS

1.23

Winner

BBAX

1.51

5Y Beta

Winner

LMBS

0.01

BBAX

0.74

5Y Dividends CAGR

Winner

LMBS

12.43%

BBAX

7.67%

LMBS vs BBAX - Historical Returns

Returns include dividend reinvestment.

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

LMBS

+0.38%

Winner

BBAX

+0.38%

LMBS

+0.56%

Winner

BBAX

+1.38%

LMBS

+2.12%

Winner

BBAX

+13.33%

LMBS

+6.38%

Winner

BBAX

+27.71%

5Y(CAGR)

LMBS

+3.04%

Winner

BBAX

+5.46%

10Y(CAGR)

LMBS

+2.76%

BBAX

N/A

Max(CAGR)

LMBS

+3.03%

Winner

BBAX

+7.03%

LMBS vs BBAX - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

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

LMBS vs BBAX Drawdown Comparison

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

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

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

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

Correlation

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

0.86

-101

Dividend Comparison (2014 - 2026)

LMBS vs BBAX dividend yield comparison.

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