LMBS vs QTUM

Comparison between FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF) and DEFIANCE QUANTUM ETF (QTUM, ETF).

5-Year PerformanceQTUM has outperformed LMBS, delivering a return of +25.9% compared to +3.2%

LMBS vs QTUM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LMBS(ETF)	QTUM(ETF)
Net Assets	$6.30B	$6.30B
Expense Ratio	0.66%	0.40%
Max Drawdown	11.76%	39.25%
Sharpe Ratio	0.86	1.49
5Y Beta	0.01	1.49
P/E Ratio	N/A	242.00
Forward P/E	N/A	25.29
PEG Ratio	N/A	0.02
5Y Dividends CAGR	12.80%	48.50%
P/S Ratio	N/A	0.93
P/B Ratio	N/A	6.08

Net Assets

LMBS

$6.30B

QTUM

$6.30B

Expense Ratio

LMBS

0.66%

Winner

QTUM

0.40%

Max Drawdown

Winner

LMBS

11.76%

QTUM

39.25%

Sharpe Ratio

LMBS

0.86

Winner

QTUM

1.49

5Y Beta

Winner

LMBS

0.01

QTUM

1.49

P/E Ratio

LMBS

N/A

QTUM

242.00

Forward P/E

LMBS

N/A

QTUM

25.29

PEG Ratio

LMBS

N/A

QTUM

0.02

5Y Dividends CAGR

LMBS

12.80%

Winner

QTUM

48.50%

P/S Ratio

LMBS

N/A

QTUM

0.93

P/B Ratio

LMBS

N/A

QTUM

6.08

LMBS vs QTUM - Historical Returns

Returns include dividend reinvestment.

Period	LMBS	QTUM
1 month	+0.04%	-11.80%
3 months	+0.45%	+14.35%
6 months	+1.18%	+21.10%
1 year	+5.49%	+54.32%
5 years(CAGR)	+3.17%	+25.86%
10 years(CAGR)	+2.67%	N/A
Max(CAGR)	+3.01%	+26.04%

Winner

LMBS

+0.04%

QTUM

-11.80%

LMBS

+0.45%

Winner

QTUM

+14.35%

LMBS

+1.18%

Winner

QTUM

+21.10%

LMBS

+5.49%

Winner

QTUM

+54.32%

5Y(CAGR)

LMBS

+3.17%

Winner

QTUM

+25.86%

10Y(CAGR)

LMBS

+2.67%

QTUM

N/A

Max(CAGR)

LMBS

+3.01%

Winner

QTUM

+26.04%

LMBS vs QTUM - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	LMBS	QTUM
2026	+1.74%	+27.62%
2025	+7.05%	+34.57%
2024	+5.30%	+53.69%
2023	+6.26%	+39.72%
2022	-2.97%	-29.51%
2021	-1.01%	+34.23%
2020	+1.60%	+39.47%
2019	+4.10%	+47.21%
2018	+1.50%	-19.02%
2017	+1.55%	N/A
2016	+6.56%	N/A
2015	+2.56%	N/A
2014	+1.57%	N/A

LMBS vs QTUM Drawdown Comparison

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

The maximum drawdown for QTUM was -38.44%, occurring on Oct 14, 2022. Recovery took 547 trading sessions.

The current LMBS drawdown is -0.10%. The current QTUM drawdown is -15.19%.

Rank	LMBS	QTUM
#1	-6.49% Mar 6, 2020 - Dec 11, 2023	-38.44% Nov 16, 2021 - Jan 23, 2024
#2	-1.85% Jan 6, 2015 - Mar 12, 2015	-35.49% Feb 12, 2020 - Jul 6, 2020
#3	-1.72% Apr 4, 2025 - Jun 11, 2025	-25.38% Dec 17, 2024 - May 20, 2025
#4	-1.52% Oct 1, 2024 - Feb 5, 2025	-24.32% Sep 25, 2018 - Apr 12, 2019
#5	-1.45% Mar 27, 2024 - May 15, 2024	-17.17% Jul 16, 2024 - Nov 11, 2024
#6	-1.43% Feb 27, 2026 - Jun 16, 2026	-15.26% Jan 28, 2026 - Apr 14, 2026
#7	-1.25% Aug 24, 2015 - Oct 6, 2015	-15.19% Jun 2, 2026 - Jul 16, 2026
#8	-0.97% Dec 4, 2014 - Dec 26, 2014	-13.03% Feb 12, 2021 - Jun 29, 2021
#9	-0.89% Apr 6, 2015 - May 7, 2015	-12.81% Oct 31, 2025 - Dec 10, 2025
#10	-0.86% Nov 4, 2016 - Apr 4, 2017	-11.92% Mar 7, 2024 - May 24, 2024
#11	-0.85% Feb 1, 2024 - Mar 6, 2024	-10.74% May 3, 2019 - Jul 23, 2019
#12	-0.81% Feb 18, 2016 - Mar 17, 2016	-8.55% Sep 2, 2020 - Oct 9, 2020
#13	-0.74% Mar 12, 2015 - Mar 20, 2015	-8.50% Jul 24, 2019 - Sep 11, 2019
#14	-0.74% May 15, 2024 - Jun 5, 2024	-8.06% Oct 12, 2020 - Nov 5, 2020
#15	-0.67% Jan 11, 2016 - Jan 20, 2016	-7.22% Dec 10, 2025 - Jan 6, 2026

Correlation

Correlation between LMBS and QTUM 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 QTUM dividend yield comparison.

Year	LMBS	QTUM
2026	2.05%	0.35%
2025	4.08%	1.01%
2024	4.28%	0.61%
2023	3.96%	0.81%
2022	2.22%	1.46%
2021	2.04%	0.48%
2020	2.27%	0.42%
2019	2.55%	0.61%
2018	2.76%	0.21%
2017	2.73%	0.00%
2016	2.84%	0.00%
2015	3.03%	0.00%
2014	0.37%	0.00%