LMBS vs BBIN

Comparison between FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF) and JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF (BBIN, ETF).

5-Year PerformanceBBIN has outperformed LMBS, delivering a return of +9.4% compared to +3.0%

LMBS vs BBIN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LMBS(ETF)	BBIN(ETF)
Net Assets	$6.20B	$6.30B
Expense Ratio	0.66%	0.07%
Max Drawdown	11.76%	33.37%
Sharpe Ratio	1.27	1.32
5Y Beta	0.01	0.74
5Y Dividends CAGR	12.43%	30.81%

Net Assets

LMBS

$6.20B

Winner

BBIN

$6.30B

Expense Ratio

LMBS

0.66%

Winner

BBIN

0.07%

Max Drawdown

Winner

LMBS

11.76%

BBIN

33.37%

Sharpe Ratio

LMBS

1.27

Winner

BBIN

1.32

5Y Beta

Winner

LMBS

0.01

BBIN

0.74

5Y Dividends CAGR

LMBS

12.43%

Winner

BBIN

30.81%

LMBS vs BBIN - Historical Returns

Returns include dividend reinvestment.

Period	LMBS	BBIN
1 month	-0.02%	+1.07%
3 months	-0.06%	-0.61%
6 months	+1.87%	+11.15%
1 year	+6.38%	+25.41%
5 years(CAGR)	+3.03%	+9.38%
10 years(CAGR)	+2.76%	N/A
Max(CAGR)	+3.01%	+10.23%

LMBS

-0.02%

Winner

BBIN

+1.07%

Winner

LMBS

-0.06%

BBIN

-0.61%

LMBS

+1.87%

Winner

BBIN

+11.15%

LMBS

+6.38%

Winner

BBIN

+25.41%

5Y(CAGR)

LMBS

+3.03%

Winner

BBIN

+9.38%

10Y(CAGR)

LMBS

+2.76%

BBIN

N/A

Max(CAGR)

LMBS

+3.01%

Winner

BBIN

+10.23%

LMBS vs BBIN - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	LMBS	BBIN
2026	+1.25%	+7.08%
2025	+7.05%	+32.42%
2024	+5.30%	+4.74%
2023	+6.26%	+17.51%
2022	-2.97%	-14.84%
2021	-1.01%	+11.24%
2020	+1.60%	+6.94%
2019	+4.10%	+3.14%
2018	+1.50%	N/A
2017	+1.55%	N/A
2016	+6.56%	N/A
2015	+2.56%	N/A
2014	+1.57%	N/A

LMBS vs BBIN Drawdown Comparison

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

The maximum drawdown for BBIN was -33.37%, occurring on Mar 23, 2020. Recovery took 207 trading sessions.

The current LMBS drawdown is -0.41%. The current BBIN drawdown is -1.92%.

Rank	LMBS	BBIN
#1	-6.49% Mar 6, 2020 - Dec 11, 2023	-33.37% Jan 17, 2020 - Nov 11, 2020
#2	-1.85% Jan 6, 2015 - Mar 12, 2015	-29.27% Sep 3, 2021 - Feb 1, 2024
#3	-1.72% Apr 4, 2025 - Jun 11, 2025	-13.98% Mar 19, 2025 - Apr 29, 2025
#4	-1.52% Oct 1, 2024 - Feb 5, 2025	-11.57% Feb 25, 2026 - Mar 20, 2026
#5	-1.45% Mar 27, 2024 - May 15, 2024	-10.40% Sep 26, 2024 - Mar 5, 2025
#6	-1.43% Feb 27, 2026 - Mar 27, 2026	-7.60% Jul 12, 2024 - Aug 21, 2024
#7	-1.25% Aug 24, 2015 - Oct 6, 2015	-5.51% Jun 15, 2021 - Aug 13, 2021
#8	-0.97% Dec 4, 2014 - Dec 26, 2014	-5.43% Nov 12, 2025 - Dec 10, 2025
#9	-0.89% Apr 6, 2015 - May 7, 2015	-4.90% Mar 20, 2024 - May 10, 2024
#10	-0.86% Nov 4, 2016 - Apr 4, 2017	-4.69% Jul 23, 2025 - Aug 13, 2025
#11	-0.85% Feb 1, 2024 - Mar 6, 2024	-4.36% Jan 8, 2021 - Feb 11, 2021
#12	-0.81% Feb 18, 2016 - Mar 17, 2016	-4.00% Aug 30, 2024 - Sep 19, 2024
#13	-0.74% Mar 12, 2015 - Mar 20, 2015	-3.56% Feb 16, 2021 - Mar 17, 2021
#14	-0.74% May 15, 2024 - Jun 5, 2024	-3.46% May 7, 2021 - May 24, 2021
#15	-0.67% Jan 11, 2016 - Jan 20, 2016	-3.34% Jun 6, 2024 - Jul 11, 2024

Correlation

Correlation between LMBS and BBIN is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2014 - 2026)

LMBS vs BBIN dividend yield comparison.

Year	LMBS	BBIN
2026	1.36%	0.33%
2025	4.08%	3.87%
2024	4.28%	3.41%
2023	3.96%	3.20%
2022	2.22%	2.83%
2021	2.04%	3.54%
2020	2.27%	1.07%
2019	2.55%	0.09%
2018	2.76%	0.00%
2017	2.73%	0.00%
2016	2.84%	0.00%
2015	3.03%	0.00%
2014	0.37%	0.00%