LMBS vs FPE

Comparison between FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF) and FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE, ETF).

5-Year PerformanceFPE has outperformed LMBS, delivering a return of +3.3% compared to +3.0%

LMBS vs FPE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LMBS(ETF)	FPE(ETF)
Net Assets	$6.10B	$6.20B
Expense Ratio	0.66%	0.83%
Max Drawdown	11.76%	34.80%
Sharpe Ratio	1.23	1.71
5Y Beta	0.01	0.19
5Y Dividends CAGR	12.43%	1.84%

Net Assets

LMBS

$6.10B

Winner

FPE

$6.20B

Expense Ratio

Winner

LMBS

0.66%

FPE

0.83%

Max Drawdown

Winner

LMBS

11.76%

FPE

34.80%

Sharpe Ratio

LMBS

1.23

Winner

FPE

1.71

5Y Beta

Winner

LMBS

0.01

FPE

0.19

5Y Dividends CAGR

Winner

LMBS

12.43%

FPE

1.84%

LMBS vs FPE - Historical Returns

Returns include dividend reinvestment.

Period	LMBS	FPE
1 month	+0.38%	+1.36%
3 months	+0.56%	+0.43%
6 months	+2.12%	+2.13%
1 year	+6.38%	+10.76%
5 years(CAGR)	+3.04%	+3.29%
10 years(CAGR)	+2.76%	+5.23%
Max(CAGR)	+3.03%	+4.89%

LMBS

+0.38%

Winner

FPE

+1.36%

Winner

LMBS

+0.56%

FPE

+0.43%

LMBS

+2.12%

Winner

FPE

+2.13%

LMBS

+6.38%

Winner

FPE

+10.76%

5Y(CAGR)

LMBS

+3.04%

Winner

FPE

+3.29%

10Y(CAGR)

LMBS

+2.76%

Winner

FPE

+5.23%

Max(CAGR)

LMBS

+3.03%

Winner

FPE

+4.89%

LMBS vs FPE - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	LMBS	FPE
2026	+1.47%	+1.14%
2025	+7.05%	+8.90%
2024	+5.30%	+11.29%
2023	+6.26%	+6.14%
2022	-2.97%	-12.77%
2021	-1.01%	+5.29%
2020	+1.60%	+5.70%
2019	+4.10%	+17.95%
2018	+1.50%	-4.83%
2017	+1.55%	+11.02%
2016	+6.56%	+6.13%
2015	+2.56%	+6.06%
2014	+1.57%	+11.53%
2013	N/A	-6.55%

LMBS vs FPE Drawdown Comparison

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

The maximum drawdown for FPE was -33.35%, occurring on Mar 18, 2020. Recovery took 186 trading sessions.

The current LMBS drawdown is -0.19%. The current FPE drawdown is -0.39%.

Rank	LMBS	FPE
#1	-6.49% Mar 6, 2020 - Dec 11, 2023	-33.35% Feb 14, 2020 - Nov 9, 2020
#2	-1.85% Jan 6, 2015 - Mar 12, 2015	-19.65% Sep 22, 2021 - Aug 13, 2024
#3	-1.72% Apr 4, 2025 - Jun 11, 2025	-13.32% May 9, 2013 - Jan 8, 2015
#4	-1.52% Oct 1, 2024 - Feb 5, 2025	-5.95% Jan 8, 2018 - Feb 20, 2019
#5	-1.45% Mar 27, 2024 - May 15, 2024	-5.45% Jan 5, 2016 - Apr 8, 2016
#6	-1.43% Feb 27, 2026 - Mar 27, 2026	-4.66% Feb 28, 2025 - Jun 4, 2025
#7	-1.25% Aug 24, 2015 - Oct 6, 2015	-4.08% Feb 20, 2026 - Mar 27, 2026
#8	-0.97% Dec 4, 2014 - Dec 26, 2014	-3.47% Oct 26, 2016 - Feb 2, 2017
#9	-0.89% Apr 6, 2015 - May 7, 2015	-2.21% Dec 6, 2024 - Feb 18, 2025
#10	-0.86% Nov 4, 2016 - Apr 4, 2017	-2.00% Dec 1, 2015 - Dec 31, 2015
#11	-0.85% Feb 1, 2024 - Mar 6, 2024	-1.53% Feb 9, 2021 - Apr 1, 2021
#12	-0.81% Feb 18, 2016 - Mar 17, 2016	-1.43% Jul 31, 2015 - Oct 13, 2015
#13	-0.74% Mar 12, 2015 - Mar 20, 2015	-1.41% Oct 28, 2025 - Dec 24, 2025
#14	-0.74% May 15, 2024 - Jun 5, 2024	-1.39% Aug 3, 2017 - Sep 15, 2017
#15	-0.67% Jan 11, 2016 - Jan 20, 2016	-1.31% Oct 18, 2024 - Dec 6, 2024

Correlation

Correlation between LMBS and FPE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2013 - 2026)

LMBS vs FPE dividend yield comparison.

Year	LMBS	FPE
2026	1.36%	1.79%
2025	4.08%	5.81%
2024	4.28%	5.68%
2023	3.96%	6.03%
2022	2.22%	5.67%
2021	2.04%	4.48%
2020	2.27%	4.88%
2019	2.55%	5.32%
2018	2.76%	6.14%
2017	2.73%	5.39%
2016	2.84%	5.97%
2015	3.03%	5.49%
2014	0.37%	6.00%
2013	0.00%	4.69%