LMBS vs TCAF

Comparison between FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF) and T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF (TCAF, ETF).

LMBS vs TCAF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LMBS(ETF)	TCAF(ETF)
Net Assets	$6.10B	$6.20B
Expense Ratio	0.66%	0.31%
Max Drawdown	11.76%	16.57%
Sharpe Ratio	1.23	1.61
5Y Beta	0.01	0.88
P/E Ratio	N/A	33.83
Forward P/E	N/A	22.46
PEG Ratio	N/A	0.62
5Y Dividends CAGR	12.43%	N/A
5Y EPS CAGR	N/A	24.87%
P/S Ratio	N/A	2.50
P/B Ratio	N/A	5.08

Net Assets

LMBS

$6.10B

Winner

TCAF

$6.20B

Expense Ratio

LMBS

0.66%

Winner

TCAF

0.31%

Max Drawdown

Winner

LMBS

11.76%

TCAF

16.57%

Sharpe Ratio

LMBS

1.23

Winner

TCAF

1.61

5Y Beta

Winner

LMBS

0.01

TCAF

0.88

P/E Ratio

LMBS

N/A

TCAF

33.83

Forward P/E

LMBS

N/A

TCAF

22.46

PEG Ratio

LMBS

N/A

TCAF

0.62

5Y Dividends CAGR

LMBS

12.43%

TCAF

N/A

5Y EPS CAGR

LMBS

N/A

TCAF

24.87%

P/S Ratio

LMBS

N/A

TCAF

2.50

P/B Ratio

LMBS

N/A

TCAF

5.08

LMBS vs TCAF - Historical Returns

Returns include dividend reinvestment.

Period	LMBS	TCAF
1 month	+0.38%	+8.45%
3 months	+0.56%	+6.55%
6 months	+2.12%	+5.91%
1 year	+6.38%	+24.34%
5 years(CAGR)	+3.04%	N/A
10 years(CAGR)	+2.76%	N/A
Max(CAGR)	+3.03%	+17.37%

LMBS

+0.38%

Winner

TCAF

+8.45%

LMBS

+0.56%

Winner

TCAF

+6.55%

LMBS

+2.12%

Winner

TCAF

+5.91%

LMBS

+6.38%

Winner

TCAF

+24.34%

5Y(CAGR)

LMBS

+3.04%

TCAF

N/A

10Y(CAGR)

LMBS

+2.76%

TCAF

N/A

Max(CAGR)

LMBS

+3.03%

Winner

TCAF

+17.37%

LMBS vs TCAF - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	LMBS	TCAF
2026	+1.47%	+5.35%
2025	+7.05%	+15.83%
2024	+5.30%	+21.95%
2023	+6.26%	+8.40%
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 TCAF Drawdown Comparison

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

The maximum drawdown for TCAF was -16.37%, occurring on Apr 8, 2025. Recovery took 102 trading sessions.

The current LMBS drawdown is -0.19%.

Rank	LMBS	TCAF
#1	-6.49% Mar 6, 2020 - Dec 11, 2023	-16.37% Jan 28, 2025 - Jun 25, 2025
#2	-1.85% Jan 6, 2015 - Mar 12, 2015	-11.33% Oct 28, 2025 - Apr 17, 2026
#3	-1.72% Apr 4, 2025 - Jun 11, 2025	-8.80% Jul 28, 2023 - Nov 20, 2023
#4	-1.52% Oct 1, 2024 - Feb 5, 2025	-5.99% Jul 16, 2024 - Aug 19, 2024
#5	-1.45% Mar 27, 2024 - May 15, 2024	-4.56% Mar 27, 2024 - May 14, 2024
#6	-1.43% Feb 27, 2026 - Mar 27, 2026	-4.20% Dec 4, 2024 - Jan 23, 2025
#7	-1.25% Aug 24, 2015 - Oct 6, 2015	-3.86% Aug 30, 2024 - Sep 16, 2024
#8	-0.97% Dec 4, 2014 - Dec 26, 2014	-3.08% Oct 14, 2024 - Nov 6, 2024
#9	-0.89% Apr 6, 2015 - May 7, 2015	-2.77% Oct 8, 2025 - Oct 24, 2025
#10	-0.86% Nov 4, 2016 - Apr 4, 2017	-2.71% Nov 8, 2024 - Nov 29, 2024
#11	-0.85% Feb 1, 2024 - Mar 6, 2024	-2.49% May 21, 2024 - Jun 5, 2024
#12	-0.81% Feb 18, 2016 - Mar 17, 2016	-2.45% Jun 15, 2023 - Jul 13, 2023
#13	-0.74% Mar 12, 2015 - Mar 20, 2015	-2.10% Jul 25, 2025 - Aug 13, 2025
#14	-0.74% May 15, 2024 - Jun 5, 2024	-2.03% Dec 27, 2023 - Jan 19, 2024
#15	-0.67% Jan 11, 2016 - Jan 20, 2016	-1.55% Feb 9, 2024 - Feb 15, 2024

Correlation

Correlation between LMBS and TCAF is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2014 - 2026)

LMBS vs TCAF dividend yield comparison.

Year	LMBS	TCAF
2026	1.36%	0.00%
2025	4.08%	0.50%
2024	4.28%	0.43%
2023	3.96%	0.26%
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%