LMBS vs THRO

Comparison between FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF) and BlackRock Future U.S. Themes ETF (THRO, ETF).

5-Year PerformanceTHRO has outperformed LMBS, delivering a return of +13.3% compared to +3.2%

LMBS vs THRO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LMBS(ETF)	THRO(ETF)
Net Assets	$6.40B	$6.50B
Expense Ratio	0.66%	0.57%
Max Drawdown	11.76%	26.97%
Sharpe Ratio	0.31	1.08
5Y Beta	0.02	1.00
P/E Ratio	N/A	24.73
Forward P/E	N/A	20.21
PEG Ratio	N/A	0.29
5Y Dividends CAGR	14.97%	N/A
5Y EPS CAGR	N/A	26.22%
Debt to Equity	N/A	44.70%
P/S Ratio	N/A	3.41
P/B Ratio	N/A	6.03

Net Assets

LMBS

$6.40B

Winner

THRO

$6.50B

Expense Ratio

LMBS

0.66%

Winner

THRO

0.57%

Max Drawdown

Winner

LMBS

11.76%

THRO

26.97%

Sharpe Ratio

LMBS

0.31

Winner

THRO

1.08

5Y Beta

Winner

LMBS

0.02

THRO

1.00

P/E Ratio

LMBS

N/A

THRO

24.73

Forward P/E

LMBS

N/A

THRO

20.21

PEG Ratio

LMBS

N/A

THRO

0.29

5Y Dividends CAGR

LMBS

14.97%

THRO

N/A

5Y EPS CAGR

LMBS

N/A

THRO

26.22%

Debt to Equity

LMBS

N/A

THRO

44.70%

P/S Ratio

LMBS

N/A

THRO

3.41

P/B Ratio

LMBS

N/A

THRO

6.03

LMBS vs THRO - Historical Returns

Returns include dividend reinvestment.

Period	LMBS	THRO
1 month	+0.34%	+1.99%
3 months	+0.85%	+2.60%
6 months	+0.57%	+13.51%
1 year	+4.55%	+20.66%
5 years(CAGR)	+3.21%	+13.33%
10 years(CAGR)	+2.57%	N/A
Max(CAGR)	+3.00%	+13.33%

LMBS

+0.34%

Winner

THRO

+1.99%

LMBS

+0.85%

Winner

THRO

+2.60%

LMBS

+0.57%

Winner

THRO

+13.51%

LMBS

+4.55%

Winner

THRO

+20.66%

5Y(CAGR)

LMBS

+3.21%

Winner

THRO

+13.33%

10Y(CAGR)

LMBS

+2.57%

THRO

N/A

Max(CAGR)

LMBS

+3.00%

Winner

THRO

+13.33%

LMBS vs THRO - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	LMBS	THRO
2026	+1.90%	+13.01%
2025	+7.05%	+15.04%
2024	+5.30%	+33.44%
2023	+6.26%	+25.34%
2022	-2.97%	-17.91%
2021	-1.01%	+2.14%
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 THRO Drawdown Comparison

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

The maximum drawdown for THRO was -26.54%, occurring on Sep 30, 2022. Recovery took 494 trading sessions.

The current LMBS drawdown is -0.10%. The current THRO drawdown is -1.82%.

Rank	LMBS	THRO
#1	-6.49% Mar 6, 2020 - Dec 11, 2023	-26.54% Dec 27, 2021 - Dec 13, 2023
#2	-1.85% Jan 6, 2015 - Mar 12, 2015	-19.07% Jan 23, 2025 - Jun 30, 2025
#3	-1.72% Apr 4, 2025 - Jun 11, 2025	-10.87% Jan 27, 2026 - Apr 15, 2026
#4	-1.52% Oct 1, 2024 - Feb 5, 2025	-9.28% Jul 16, 2024 - Aug 23, 2024
#5	-1.45% Mar 27, 2024 - May 15, 2024	-6.49% Mar 22, 2024 - May 15, 2024
#6	-1.43% Feb 27, 2026 - Jun 16, 2026	-5.57% Jun 2, 2026 - Aug 4, 2026
#7	-1.25% Aug 24, 2015 - Oct 6, 2015	-5.40% Oct 29, 2025 - Dec 23, 2025
#8	-0.97% Dec 4, 2014 - Dec 26, 2014	-5.36% Aug 23, 2024 - Sep 19, 2024
#9	-0.89% Apr 6, 2015 - May 7, 2015	-4.87% Dec 4, 2024 - Jan 22, 2025
#10	-0.86% Nov 4, 2016 - Apr 4, 2017	-3.12% Oct 18, 2024 - Nov 6, 2024
#11	-0.85% Feb 1, 2024 - Mar 6, 2024	-2.91% Oct 8, 2025 - Oct 24, 2025
#12	-0.81% Feb 18, 2016 - Mar 17, 2016	-2.80% Jan 12, 2026 - Jan 27, 2026
#13	-0.74% Mar 12, 2015 - Mar 20, 2015	-2.69% Dec 26, 2023 - Jan 10, 2024
#14	-0.74% May 15, 2024 - Jun 5, 2024	-2.52% Nov 8, 2024 - Nov 25, 2024
#15	-0.67% Jan 11, 2016 - Jan 20, 2016	-2.39% Jul 28, 2025 - Aug 8, 2025

Correlation

Correlation between LMBS and THRO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2014 - 2026)

LMBS vs THRO dividend yield comparison.

Year	LMBS	THRO
2026	2.75%	0.15%
2025	4.08%	0.15%
2024	4.28%	0.73%
2023	3.96%	0.55%
2022	2.22%	0.90%
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%