LMBS vs SMBS
Comparison between FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF) and SCHWAB MORTGAGE-BACKED SECURITIES ETF (SMBS, ETF).
LMBS vs SMBS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LMBS
$6.30B
Winner
SMBS
$6.40B
Expense Ratio
LMBS
0.66%
Winner
SMBS
0.03%
Max Drawdown
LMBS
11.76%
Winner
SMBS
4.02%
Sharpe Ratio
Winner
LMBS
0.94
SMBS
0.56
5Y Beta
Winner
LMBS
0.01
SMBS
0.04
5Y Dividends CAGR
LMBS
12.62%
SMBS
N/A
LMBS vs SMBS - Historical Returns
Returns include dividend reinvestment.
1M
LMBS
+0.56%
Winner
SMBS
+1.19%
3M
LMBS
+1.18%
Winner
SMBS
+1.51%
6M
Winner
LMBS
+1.40%
SMBS
+1.03%
1Y
LMBS
+5.52%
Winner
SMBS
+5.70%
5Y(CAGR)
LMBS
+3.14%
SMBS
N/A
10Y(CAGR)
LMBS
+2.68%
SMBS
N/A
Max(CAGR)
LMBS
+3.02%
Winner
SMBS
+5.83%
LMBS vs SMBS - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | LMBS | SMBS |
|---|---|---|
| 2026 | +1.68% | +1.38% |
| 2025 | +7.05% | +8.23% |
| 2024 | +5.30% | -0.07% |
| 2023 | +6.26% | N/A |
| 2022 | -2.97% | N/A |
| 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 SMBS Drawdown Comparison
The maximum drawdown for LMBS was -6.49%, occurring on Oct 21, 2022. Recovery took 948 trading sessions.
The maximum drawdown for SMBS was -3.20%, occurring on Jan 13, 2025. Recovery took 52 trading sessions.
The current LMBS drawdown is -0.01%. The current SMBS drawdown is -0.77%.
| Rank | LMBS | SMBS |
|---|---|---|
| #1 | -6.49% Mar 6, 2020 - Dec 11, 2023 | -3.20% Dec 6, 2024 - Feb 25, 2025 |
| #2 | -1.85% Jan 6, 2015 - Mar 12, 2015 | -2.83% Apr 4, 2025 - Jun 26, 2025 |
| #3 | -1.72% Apr 4, 2025 - Jun 11, 2025 | -2.83% Feb 27, 2026 - May 19, 2026 |
| #4 | -1.52% Oct 1, 2024 - Feb 5, 2025 | -1.11% Jun 26, 2025 - Aug 1, 2025 |
| #5 | -1.45% Mar 27, 2024 - May 15, 2024 | -0.90% Oct 28, 2025 - Nov 25, 2025 |
| #6 | -1.43% Feb 27, 2026 - Jun 16, 2026 | -0.89% Mar 3, 2025 - Apr 1, 2025 |
| #7 | -1.25% Aug 24, 2015 - Oct 6, 2015 | -0.85% Sep 16, 2025 - Oct 14, 2025 |
| #8 | -0.97% Dec 4, 2014 - Dec 26, 2014 | -0.78% Nov 26, 2025 - Dec 18, 2025 |
| #9 | -0.89% Apr 6, 2015 - May 7, 2015 | -0.58% Jan 14, 2026 - Feb 6, 2026 |
| #10 | -0.86% Nov 4, 2016 - Apr 4, 2017 | -0.47% Aug 13, 2025 - Aug 22, 2025 |
| #11 | -0.85% Feb 1, 2024 - Mar 6, 2024 | -0.39% Aug 5, 2025 - Aug 13, 2025 |
| #12 | -0.81% Feb 18, 2016 - Mar 17, 2016 | -0.39% Dec 29, 2025 - Jan 7, 2026 |
| #13 | -0.74% Mar 12, 2015 - Mar 20, 2015 | -0.38% Nov 25, 2024 - Nov 29, 2024 |
| #14 | -0.74% May 15, 2024 - Jun 5, 2024 | -0.36% Apr 1, 2025 - Apr 3, 2025 |
| #15 | -0.67% Jan 11, 2016 - Jan 20, 2016 | -0.31% Oct 21, 2025 - Oct 28, 2025 |
Correlation
Correlation between LMBS and SMBS is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2014 - 2026)
LMBS vs SMBS dividend yield comparison.
| Year | LMBS | SMBS |
|---|---|---|
| 2026 | 1.70% | 2.13% |
| 2025 | 4.08% | 4.83% |
| 2024 | 4.28% | 0.50% |
| 2023 | 3.96% | 0.00% |
| 2022 | 2.22% | 0.00% |
| 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% |
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