LMBS vs DFLV

Comparison between FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF) and DIMENSIONAL US LARGE CAP VALUE ETF (DFLV, ETF).

LMBS vs DFLV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LMBS(ETF)	DFLV(ETF)
Net Assets	$6.30B	$6.40B
Expense Ratio	0.66%	0.21%
Max Drawdown	11.76%	17.54%
Sharpe Ratio	0.86	2.11
5Y Beta	0.01	0.73
P/E Ratio	N/A	19.33
Forward P/E	N/A	14.44
5Y Dividends CAGR	12.80%	N/A
5Y EPS CAGR	N/A	13.53%
Debt to Equity	N/A	40.97%
P/S Ratio	N/A	1.80
P/B Ratio	N/A	2.79

Net Assets

LMBS

$6.30B

Winner

DFLV

$6.40B

Expense Ratio

LMBS

0.66%

Winner

DFLV

0.21%

Max Drawdown

Winner

LMBS

11.76%

DFLV

17.54%

Sharpe Ratio

LMBS

0.86

Winner

DFLV

2.11

5Y Beta

Winner

LMBS

0.01

DFLV

0.73

P/E Ratio

LMBS

N/A

DFLV

19.33

Forward P/E

LMBS

N/A

DFLV

14.44

5Y Dividends CAGR

LMBS

12.80%

DFLV

N/A

5Y EPS CAGR

LMBS

N/A

DFLV

13.53%

Debt to Equity

LMBS

N/A

DFLV

40.97%

P/S Ratio

LMBS

N/A

DFLV

1.80

P/B Ratio

LMBS

N/A

DFLV

2.79

LMBS vs DFLV - Historical Returns

Returns include dividend reinvestment.

Period	LMBS	DFLV
1 month	+0.04%	+0.64%
3 months	+0.45%	+8.40%
6 months	+1.18%	+13.61%
1 year	+5.49%	+30.69%
5 years(CAGR)	+3.17%	N/A
10 years(CAGR)	+2.67%	N/A
Max(CAGR)	+3.01%	+16.25%

LMBS

+0.04%

Winner

DFLV

+0.64%

LMBS

+0.45%

Winner

DFLV

+8.40%

LMBS

+1.18%

Winner

DFLV

+13.61%

LMBS

+5.49%

Winner

DFLV

+30.69%

5Y(CAGR)

LMBS

+3.17%

DFLV

N/A

10Y(CAGR)

LMBS

+2.67%

DFLV

N/A

Max(CAGR)

LMBS

+3.01%

Winner

DFLV

+16.25%

LMBS vs DFLV - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	LMBS	DFLV
2026	+1.74%	+16.50%
2025	+7.05%	+16.09%
2024	+5.30%	+12.38%
2023	+6.26%	+12.67%
2022	-2.97%	-0.68%
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 DFLV Drawdown Comparison

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

The maximum drawdown for DFLV was -16.80%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.

The current LMBS drawdown is -0.10%. The current DFLV drawdown is -0.05%.

Rank	LMBS	DFLV
#1	-6.49% Mar 6, 2020 - Dec 11, 2023	-16.80% Nov 25, 2024 - Aug 22, 2025
#2	-1.85% Jan 6, 2015 - Mar 12, 2015	-11.29% Jul 31, 2023 - Dec 13, 2023
#3	-1.72% Apr 4, 2025 - Jun 11, 2025	-11.21% Feb 2, 2023 - Jul 21, 2023
#4	-1.52% Oct 1, 2024 - Feb 5, 2025	-6.10% Jul 31, 2024 - Aug 23, 2024
#5	-1.45% Mar 27, 2024 - May 15, 2024	-5.48% Feb 11, 2026 - Apr 17, 2026
#6	-1.43% Feb 27, 2026 - Jun 16, 2026	-5.40% Mar 28, 2024 - Jul 16, 2024
#7	-1.25% Aug 24, 2015 - Oct 6, 2015	-4.25% Dec 13, 2022 - Jan 6, 2023
#8	-0.97% Dec 4, 2014 - Dec 26, 2014	-4.11% Nov 12, 2025 - Nov 28, 2025
#9	-0.89% Apr 6, 2015 - May 7, 2015	-3.77% Aug 30, 2024 - Sep 19, 2024
#10	-0.86% Nov 4, 2016 - Apr 4, 2017	-3.20% Oct 6, 2025 - Oct 27, 2025
#11	-0.85% Feb 1, 2024 - Mar 6, 2024	-2.95% Oct 18, 2024 - Nov 6, 2024
#12	-0.81% Feb 18, 2016 - Mar 17, 2016	-2.81% Jan 13, 2023 - Jan 26, 2023
#13	-0.74% Mar 12, 2015 - Mar 20, 2015	-2.64% Jul 17, 2024 - Jul 31, 2024
#14	-0.74% May 15, 2024 - Jun 5, 2024	-2.54% Jan 2, 2024 - Jan 25, 2024
#15	-0.67% Jan 11, 2016 - Jan 20, 2016	-2.24% Jun 4, 2026 - Jun 12, 2026

Correlation

Correlation between LMBS and DFLV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2014 - 2026)

LMBS vs DFLV dividend yield comparison.

Year	LMBS	DFLV
2026	2.05%	0.69%
2025	4.08%	1.61%
2024	4.28%	1.65%
2023	3.96%	1.72%
2022	2.22%	0.11%
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%