LMBS vs BLCR

Comparison between FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF) and BlackRock Large Cap Core ETF (BLCR, ETF).

LMBS vs BLCR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LMBS(ETF)	BLCR(ETF)
Net Assets	$6.40B	$6.40B
Expense Ratio	0.66%	0.36%
Max Drawdown	11.76%	21.36%
Sharpe Ratio	0.31	1.44
5Y Beta	0.02	1.10
P/E Ratio	N/A	28.69
Forward P/E	N/A	19.88
PEG Ratio	N/A	0.17
5Y Dividends CAGR	14.97%	N/A
5Y EPS CAGR	N/A	30.05%
Debt to Equity	N/A	53.02%
P/S Ratio	N/A	2.14
P/B Ratio	N/A	5.93

Net Assets

LMBS

$6.40B

BLCR

$6.40B

Expense Ratio

LMBS

0.66%

Winner

BLCR

0.36%

Max Drawdown

Winner

LMBS

11.76%

BLCR

21.36%

Sharpe Ratio

LMBS

0.31

Winner

BLCR

1.44

5Y Beta

Winner

LMBS

0.02

BLCR

1.10

P/E Ratio

LMBS

N/A

BLCR

28.69

Forward P/E

LMBS

N/A

BLCR

19.88

PEG Ratio

LMBS

N/A

BLCR

0.17

5Y Dividends CAGR

LMBS

14.97%

BLCR

N/A

5Y EPS CAGR

LMBS

N/A

BLCR

30.05%

Debt to Equity

LMBS

N/A

BLCR

53.02%

P/S Ratio

LMBS

N/A

BLCR

2.14

P/B Ratio

LMBS

N/A

BLCR

5.93

LMBS vs BLCR - Historical Returns

Returns include dividend reinvestment.

Period	LMBS	BLCR
1 month	+0.34%	-0.65%
3 months	+0.85%	-1.09%
6 months	+0.57%	+13.18%
1 year	+4.55%	+31.67%
5 years(CAGR)	+3.21%	N/A
10 years(CAGR)	+2.57%	N/A
Max(CAGR)	+3.00%	+28.59%

Winner

LMBS

+0.34%

BLCR

-0.65%

Winner

LMBS

+0.85%

BLCR

-1.09%

LMBS

+0.57%

Winner

BLCR

+13.18%

LMBS

+4.55%

Winner

BLCR

+31.67%

5Y(CAGR)

LMBS

+3.21%

BLCR

N/A

10Y(CAGR)

LMBS

+2.57%

BLCR

N/A

Max(CAGR)

LMBS

+3.00%

Winner

BLCR

+28.59%

LMBS vs BLCR - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	LMBS	BLCR
2026	+1.90%	+15.45%
2025	+7.05%	+30.58%
2024	+5.30%	+17.91%
2023	+6.26%	+14.18%
2022	-2.97%	N/A
2021	-1.01%	N/A
2020	+1.60%	N/A
2019	+4.10%	N/A
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 BLCR Drawdown Comparison

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

The maximum drawdown for BLCR was -21.29%, occurring on Apr 8, 2025. Recovery took 91 trading sessions.

The current LMBS drawdown is -0.10%. The current BLCR drawdown is -3.25%.

Rank	LMBS	BLCR
#1	-6.49% Mar 6, 2020 - Dec 11, 2023	-21.29% Jan 23, 2025 - Jun 4, 2025
#2	-1.85% Jan 6, 2015 - Mar 12, 2015	-10.26% Jan 29, 2026 - Apr 13, 2026
#3	-1.72% Apr 4, 2025 - Jun 11, 2025	-8.45% Jul 16, 2024 - Sep 26, 2024
#4	-1.52% Oct 1, 2024 - Feb 5, 2025	-7.88% May 29, 2026 - Jul 29, 2026
#5	-1.45% Mar 27, 2024 - May 15, 2024	-6.17% Nov 10, 2025 - Dec 10, 2025
#6	-1.43% Feb 27, 2026 - Jun 16, 2026	-5.42% Apr 1, 2024 - May 14, 2024
#7	-1.25% Aug 24, 2015 - Oct 6, 2015	-4.65% Dec 16, 2024 - Jan 21, 2025
#8	-0.97% Dec 4, 2014 - Dec 26, 2014	-4.15% Dec 11, 2025 - Dec 23, 2025
#9	-0.89% Apr 6, 2015 - May 7, 2015	-3.88% Oct 14, 2024 - Nov 7, 2024
#10	-0.86% Nov 4, 2016 - Apr 4, 2017	-3.44% Oct 1, 2025 - Oct 23, 2025
#11	-0.85% Feb 1, 2024 - Mar 6, 2024	-3.09% May 14, 2026 - May 26, 2026
#12	-0.81% Feb 18, 2016 - Mar 17, 2016	-2.93% Nov 7, 2024 - Dec 2, 2024
#13	-0.74% Mar 12, 2015 - Mar 20, 2015	-2.37% Aug 14, 2025 - Aug 28, 2025
#14	-0.74% May 15, 2024 - Jun 5, 2024	-2.25% Jan 6, 2026 - Jan 27, 2026
#15	-0.67% Jan 11, 2016 - Jan 20, 2016	-2.10% Sep 22, 2025 - Oct 1, 2025

Correlation

Correlation between LMBS and BLCR is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2014 - 2026)

LMBS vs BLCR dividend yield comparison.

Year	LMBS	BLCR
2026	2.75%	0.13%
2025	4.08%	0.33%
2024	4.28%	0.75%
2023	3.96%	0.13%
2022	2.22%	0.00%
2021	2.04%	0.00%
2020	2.27%	0.00%
2019	2.55%	0.00%
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%