LMBS vs FBCG

Comparison between FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF) and FIDELITY BLUE CHIP GROWTH ETF (FBCG, ETF).

5-Year PerformanceFBCG has outperformed LMBS, delivering a return of +16.6% compared to +3.0%

LMBS vs FBCG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LMBS(ETF)	FBCG(ETF)
Net Assets	$6.20B	$6.20B
Expense Ratio	0.66%	0.57%
Max Drawdown	11.76%	43.56%
Sharpe Ratio	1.27	1.73
5Y Beta	0.01	1.39
P/E Ratio	N/A	36.20
Forward P/E	N/A	25.86
5Y Dividends CAGR	12.43%	108.07%
5Y EPS CAGR	N/A	39.81%
P/S Ratio	N/A	3.65
P/B Ratio	N/A	10.45

Net Assets

LMBS

$6.20B

FBCG

$6.20B

Expense Ratio

LMBS

0.66%

Winner

FBCG

0.57%

Max Drawdown

Winner

LMBS

11.76%

FBCG

43.56%

Sharpe Ratio

LMBS

1.27

Winner

FBCG

1.73

5Y Beta

Winner

LMBS

0.01

FBCG

1.39

P/E Ratio

LMBS

N/A

FBCG

36.20

Forward P/E

LMBS

N/A

FBCG

25.86

5Y Dividends CAGR

LMBS

12.43%

Winner

FBCG

108.07%

5Y EPS CAGR

LMBS

N/A

FBCG

39.81%

P/S Ratio

LMBS

N/A

FBCG

3.65

P/B Ratio

LMBS

N/A

FBCG

10.45

LMBS vs FBCG - Historical Returns

Returns include dividend reinvestment.

Period	LMBS	FBCG
1 month	-0.02%	+12.21%
3 months	-0.06%	+17.57%
6 months	+1.87%	+14.62%
1 year	+6.38%	+38.13%
5 years(CAGR)	+3.03%	+16.63%
10 years(CAGR)	+2.76%	N/A
Max(CAGR)	+3.01%	+20.86%

LMBS

-0.02%

Winner

FBCG

+12.21%

LMBS

-0.06%

Winner

FBCG

+17.57%

LMBS

+1.87%

Winner

FBCG

+14.62%

LMBS

+6.38%

Winner

FBCG

+38.13%

5Y(CAGR)

LMBS

+3.03%

Winner

FBCG

+16.63%

10Y(CAGR)

LMBS

+2.76%

FBCG

N/A

Max(CAGR)

LMBS

+3.01%

Winner

FBCG

+20.86%

LMBS vs FBCG - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	LMBS	FBCG
2026	+1.25%	+11.68%
2025	+7.05%	+17.89%
2024	+5.30%	+41.79%
2023	+6.26%	+59.49%
2022	-2.97%	-39.76%
2021	-1.01%	+23.24%
2020	+1.60%	+42.99%
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 FBCG Drawdown Comparison

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

The maximum drawdown for FBCG was -43.56%, occurring on Dec 28, 2022. Recovery took 558 trading sessions.

The current LMBS drawdown is -0.41%.

Rank	LMBS	FBCG
#1	-6.49% Mar 6, 2020 - Dec 11, 2023	-43.56% Nov 18, 2021 - Feb 9, 2024
#2	-1.85% Jan 6, 2015 - Mar 12, 2015	-27.89% Jan 23, 2025 - Jul 9, 2025
#3	-1.72% Apr 4, 2025 - Jun 11, 2025	-15.37% Jul 10, 2024 - Oct 22, 2024
#4	-1.52% Oct 1, 2024 - Feb 5, 2025	-15.17% Oct 29, 2025 - Apr 15, 2026
#5	-1.45% Mar 27, 2024 - May 15, 2024	-12.56% Feb 12, 2021 - Jun 22, 2021
#6	-1.43% Feb 27, 2026 - Mar 27, 2026	-11.08% Sep 2, 2020 - Nov 5, 2020
#7	-1.25% Aug 24, 2015 - Oct 6, 2015	-7.96% Mar 22, 2024 - May 6, 2024
#8	-0.97% Dec 4, 2014 - Dec 26, 2014	-7.63% Sep 7, 2021 - Oct 28, 2021
#9	-0.89% Apr 6, 2015 - May 7, 2015	-5.76% Jun 10, 2020 - Jun 22, 2020
#10	-0.86% Nov 4, 2016 - Apr 4, 2017	-5.49% Jan 25, 2021 - Feb 4, 2021
#11	-0.85% Feb 1, 2024 - Mar 6, 2024	-5.16% Nov 6, 2020 - Nov 24, 2020
#12	-0.81% Feb 18, 2016 - Mar 17, 2016	-4.99% Dec 16, 2024 - Jan 22, 2025
#13	-0.74% Mar 12, 2015 - Mar 20, 2015	-4.39% Jul 6, 2021 - Jul 23, 2021
#14	-0.74% May 15, 2024 - Jun 5, 2024	-4.13% Aug 6, 2020 - Aug 18, 2020
#15	-0.67% Jan 11, 2016 - Jan 20, 2016	-3.94% Jul 20, 2020 - Aug 3, 2020

Correlation

Correlation between LMBS and FBCG 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 FBCG dividend yield comparison.

Year	LMBS	FBCG
2026	1.36%	0.00%
2025	4.08%	0.05%
2024	4.28%	0.12%
2023	3.96%	0.02%
2022	2.22%	0.00%
2021	2.04%	0.00%
2020	2.27%	0.01%
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%