LMBS vs SPTS

Comparison between FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF) and SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF (SPTS, ETF).

5-Year PerformanceLMBS has outperformed SPTS, delivering a return of +3.0% compared to +1.8%

LMBS vs SPTS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LMBS(ETF)	SPTS(ETF)
Net Assets	$6.10B	$6B
Expense Ratio	0.66%	0.03%
Max Drawdown	11.76%	10.12%
Sharpe Ratio	1.23	-0.14
5Y Beta	0.01	-0.02
5Y Dividends CAGR	12.43%	63.03%

Net Assets

Winner

LMBS

$6.10B

SPTS

$6B

Expense Ratio

LMBS

0.66%

Winner

SPTS

0.03%

Max Drawdown

LMBS

11.76%

Winner

SPTS

10.12%

Sharpe Ratio

Winner

LMBS

1.23

SPTS

-0.14

5Y Beta

LMBS

0.01

Winner

SPTS

-0.02

5Y Dividends CAGR

LMBS

12.43%

Winner

SPTS

63.03%

LMBS vs SPTS - Historical Returns

Returns include dividend reinvestment.

Period	LMBS	SPTS
1 month	+0.38%	+0.18%
3 months	+0.56%	+0.19%
6 months	+2.12%	+1.18%
1 year	+6.38%	+3.66%
5 years(CAGR)	+3.04%	+1.83%
10 years(CAGR)	+2.76%	+1.67%
Max(CAGR)	+3.03%	+1.45%

Winner

LMBS

+0.38%

SPTS

+0.18%

Winner

LMBS

+0.56%

SPTS

+0.19%

Winner

LMBS

+2.12%

SPTS

+1.18%

Winner

LMBS

+6.38%

SPTS

+3.66%

5Y(CAGR)

Winner

LMBS

+3.04%

SPTS

+1.83%

10Y(CAGR)

Winner

LMBS

+2.76%

SPTS

+1.67%

Max(CAGR)

Winner

LMBS

+3.03%

SPTS

+1.45%

LMBS vs SPTS - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	LMBS	SPTS
2026	+1.47%	+0.57%
2025	+7.05%	+5.19%
2024	+5.30%	+4.34%
2023	+6.26%	+4.16%
2022	-2.97%	-3.80%
2021	-1.01%	-0.69%
2020	+1.60%	+3.20%
2019	+4.10%	+3.52%
2018	+1.50%	+1.14%
2017	+1.55%	+0.66%
2016	+6.56%	+0.78%
2015	+2.56%	+0.83%
2014	+1.57%	+1.12%
2013	N/A	-0.27%
2012	N/A	+0.38%
2011	N/A	+0.08%

LMBS vs SPTS Drawdown Comparison

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

The maximum drawdown for SPTS was -5.82%, occurring on Sep 12, 2014. Recovery took 1195 trading sessions.

The current LMBS drawdown is -0.19%. The current SPTS drawdown is -0.19%.

Rank	LMBS	SPTS
#1	-6.49% Mar 6, 2020 - Dec 11, 2023	-5.82% Aug 29, 2014 - May 31, 2019
#2	-1.85% Jan 6, 2015 - Mar 12, 2015	-5.71% Aug 3, 2021 - May 15, 2024
#3	-1.72% Apr 4, 2025 - Jun 11, 2025	-1.90% Apr 29, 2013 - Oct 28, 2013
#4	-1.52% Oct 1, 2024 - Feb 5, 2025	-1.59% Nov 18, 2013 - Aug 29, 2014
#5	-1.45% Mar 27, 2024 - May 15, 2024	-1.05% Nov 7, 2013 - Nov 14, 2013
#6	-1.43% Feb 27, 2026 - Mar 27, 2026	-1.01% Jan 4, 2012 - May 9, 2012
#7	-1.25% Aug 24, 2015 - Oct 6, 2015	-0.96% Sep 24, 2024 - Jan 27, 2025
#8	-0.97% Dec 4, 2014 - Dec 26, 2014	-0.84% Feb 27, 2026 - Mar 26, 2026
#9	-0.89% Apr 6, 2015 - May 7, 2015	-0.73% Sep 17, 2012 - Nov 19, 2012
#10	-0.86% Nov 4, 2016 - Apr 4, 2017	-0.71% Oct 28, 2013 - Nov 6, 2013
#11	-0.85% Feb 1, 2024 - Mar 6, 2024	-0.70% Sep 4, 2019 - Oct 3, 2019
#12	-0.81% Feb 18, 2016 - Mar 17, 2016	-0.69% Apr 30, 2025 - Jun 20, 2025
#13	-0.74% Mar 12, 2015 - Mar 20, 2015	-0.63% Feb 11, 2013 - Apr 26, 2013
#14	-0.74% May 15, 2024 - Jun 5, 2024	-0.55% Mar 9, 2020 - Mar 26, 2020
#15	-0.67% Jan 11, 2016 - Jan 20, 2016	-0.53% Jun 1, 2012 - Jul 18, 2012

Correlation

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

0.96

-101

Dividend Comparison (2011 - 2026)

LMBS vs SPTS dividend yield comparison.

Year	LMBS	SPTS
2026	1.36%	1.26%
2025	4.08%	3.99%
2024	4.28%	4.25%
2023	3.96%	3.61%
2022	2.22%	1.27%
2021	2.04%	0.19%
2020	2.27%	0.70%
2019	2.55%	2.21%
2018	2.76%	2.04%
2017	2.73%	1.20%
2016	2.84%	0.95%
2015	3.03%	0.83%
2014	0.37%	0.68%
2013	0.00%	0.43%
2012	0.00%	0.40%
2011	0.00%	0.02%