LMBS vs FTSM

Comparison between FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF) and FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM, ETF).

5-Year PerformanceFTSM has outperformed LMBS, delivering a return of +3.5% compared to +3.0%

LMBS vs FTSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LMBS(ETF)	FTSM(ETF)
Net Assets	$6.30B	$6.40B
Expense Ratio	0.66%	0.29%
Max Drawdown	11.76%	5.39%
Sharpe Ratio	1.06	0.82
5Y Beta	0.01	-0.00
5Y Dividends CAGR	12.62%	41.94%

Net Assets

LMBS

$6.30B

Winner

FTSM

$6.40B

Expense Ratio

LMBS

0.66%

Winner

FTSM

0.29%

Max Drawdown

LMBS

11.76%

Winner

FTSM

5.39%

Sharpe Ratio

Winner

LMBS

1.06

FTSM

0.82

5Y Beta

LMBS

0.01

Winner

FTSM

-0.00

5Y Dividends CAGR

LMBS

12.62%

Winner

FTSM

41.94%

LMBS vs FTSM - Historical Returns

Returns include dividend reinvestment.

Period	LMBS	FTSM
1 month	+0.23%	+0.34%
3 months	+0.61%	+0.99%
6 months	+1.67%	+1.79%
1 year	+5.69%	+4.15%
5 years(CAGR)	+3.04%	+3.48%
10 years(CAGR)	+2.69%	+2.55%
Max(CAGR)	+3.01%	+2.22%

LMBS

+0.23%

Winner

FTSM

+0.34%

LMBS

+0.61%

Winner

FTSM

+0.99%

LMBS

+1.67%

Winner

FTSM

+1.79%

Winner

LMBS

+5.69%

FTSM

+4.15%

5Y(CAGR)

LMBS

+3.04%

Winner

FTSM

+3.48%

10Y(CAGR)

Winner

LMBS

+2.69%

FTSM

+2.55%

Max(CAGR)

Winner

LMBS

+3.01%

FTSM

+2.22%

LMBS vs FTSM - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	LMBS	FTSM
2026	+1.49%	+1.52%
2025	+7.05%	+4.60%
2024	+5.30%	+5.20%
2023	+6.26%	+5.12%
2022	-2.97%	+1.04%
2021	-1.01%	-0.03%
2020	+1.60%	+1.12%
2019	+4.10%	+2.81%
2018	+1.50%	+1.92%
2017	+1.55%	+1.62%
2016	+6.56%	+1.18%
2015	+2.56%	+0.22%
2014	+1.57%	-0.11%

LMBS vs FTSM Drawdown Comparison

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

The maximum drawdown for FTSM was -4.12%, occurring on Mar 20, 2020. Recovery took 67 trading sessions.

The current LMBS drawdown is -0.17%. The current FTSM drawdown is -0.01%.

Rank	LMBS	FTSM
#1	-6.49% Mar 6, 2020 - Dec 11, 2023	-4.12% Mar 3, 2020 - Jun 8, 2020
#2	-1.85% Jan 6, 2015 - Mar 12, 2015	-1.80% Aug 31, 2015 - May 10, 2017
#3	-1.72% Apr 4, 2025 - Jun 11, 2025	-0.65% Oct 4, 2021 - Nov 2, 2022
#4	-1.52% Oct 1, 2024 - Feb 5, 2025	-0.35% May 21, 2015 - Aug 31, 2015
#5	-1.45% Mar 27, 2024 - May 15, 2024	-0.30% Oct 21, 2014 - Jan 30, 2015
#6	-1.43% Feb 27, 2026 - Mar 27, 2026	-0.20% Sep 5, 2014 - Oct 16, 2014
#7	-1.25% Aug 24, 2015 - Oct 6, 2015	-0.15% Apr 3, 2025 - Apr 17, 2025
#8	-0.97% Dec 4, 2014 - Dec 26, 2014	-0.15% Mar 16, 2015 - Apr 20, 2015
#9	-0.89% Apr 6, 2015 - May 7, 2015	-0.13% Jan 30, 2015 - Mar 2, 2015
#10	-0.86% Nov 4, 2016 - Apr 4, 2017	-0.12% Feb 27, 2026 - Mar 30, 2026
#11	-0.85% Feb 1, 2024 - Mar 6, 2024	-0.12% Nov 23, 2018 - Dec 24, 2018
#12	-0.81% Feb 18, 2016 - Mar 17, 2016	-0.12% Jun 10, 2020 - Jun 22, 2020
#13	-0.74% Mar 12, 2015 - Mar 20, 2015	-0.12% Jul 6, 2020 - Jul 20, 2020
#14	-0.74% May 15, 2024 - Jun 5, 2024	-0.10% Mar 20, 2023 - Mar 23, 2023
#15	-0.67% Jan 11, 2016 - Jan 20, 2016	-0.10% Aug 7, 2014 - Aug 15, 2014

Correlation

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

0.96

-101

Dividend Comparison (2014 - 2026)

LMBS vs FTSM dividend yield comparison.

Year	LMBS	FTSM
2026	1.71%	1.69%
2025	4.08%	4.28%
2024	4.28%	4.91%
2023	3.96%	4.62%
2022	2.22%	1.62%
2021	2.04%	0.39%
2020	2.27%	1.20%
2019	2.55%	2.38%
2018	2.76%	2.14%
2017	2.73%	1.49%
2016	2.84%	1.03%
2015	3.03%	0.48%
2014	0.37%	0.16%