LMBS vs VIOO
Comparison between FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF) and VANGUARD S&P SMALL-CAP 600 INDEX FUND ETF SHARES (VIOO, ETF).
5-Year PerformanceVIOO has outperformed LMBS, delivering a return of +8.4% compared to +3.2%
LMBS vs VIOO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LMBS vs VIOO - Historical Returns
Returns include dividend reinvestment.
LMBS vs VIOO - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | LMBS | VIOO |
|---|---|---|
| 2026 | +1.74% | +21.66% |
| 2025 | +7.05% | +6.22% |
| 2024 | +5.30% | +9.10% |
| 2023 | +6.26% | +16.41% |
| 2022 | -2.97% | -17.13% |
| 2021 | -1.01% | +27.98% |
| 2020 | +1.60% | +11.35% |
| 2019 | +4.10% | +22.12% |
| 2018 | +1.50% | -9.21% |
| 2017 | +1.55% | +12.68% |
| 2016 | +6.56% | +29.98% |
| 2015 | +2.56% | -1.50% |
| 2014 | +1.57% | +6.90% |
| 2013 | N/A | +38.40% |
| 2012 | N/A | +14.42% |
| 2011 | N/A | -0.74% |
| 2010 | N/A | +23.43% |
LMBS vs VIOO Drawdown Comparison
The maximum drawdown for LMBS was -6.49%, occurring on Oct 21, 2022. Recovery took 948 trading sessions.
The maximum drawdown for VIOO was -44.15%, occurring on Mar 23, 2020. Recovery took 562 trading sessions.
The current LMBS drawdown is -0.10%. The current VIOO drawdown is -0.86%.
| Rank | LMBS | VIOO |
|---|---|---|
| #1 | -6.49% Mar 6, 2020 - Dec 11, 2023 | -44.15% Aug 31, 2018 - Nov 24, 2020 |
| #2 | -1.85% Jan 6, 2015 - Mar 12, 2015 | -27.93% Nov 25, 2024 - Dec 11, 2025 |
| #3 | -1.72% Apr 4, 2025 - Jun 11, 2025 | -26.52% Nov 8, 2021 - Jul 16, 2024 |
| #4 | -1.52% Oct 1, 2024 - Feb 5, 2025 | -24.95% Jul 8, 2011 - Feb 3, 2012 |
| #5 | -1.45% Mar 27, 2024 - May 15, 2024 | -20.00% Jun 23, 2015 - Jul 11, 2016 |
| #6 | -1.43% Feb 27, 2026 - Jun 16, 2026 | -12.46% Mar 26, 2012 - Sep 6, 2012 |
| #7 | -1.25% Aug 24, 2015 - Oct 6, 2015 | -11.72% Jul 1, 2014 - Dec 23, 2014 |
| #8 | -0.97% Dec 4, 2014 - Dec 26, 2014 | -10.47% Sep 14, 2012 - Jan 2, 2013 |
| #9 | -0.89% Apr 6, 2015 - May 7, 2015 | -9.88% Jun 8, 2021 - Nov 1, 2021 |
| #10 | -0.86% Nov 4, 2016 - Apr 4, 2017 | -9.33% Mar 12, 2021 - Jun 7, 2021 |
| #11 | -0.85% Feb 1, 2024 - Mar 6, 2024 | -9.10% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -0.81% Feb 18, 2016 - Mar 17, 2016 | -8.77% Feb 10, 2026 - Apr 14, 2026 |
| #13 | -0.74% Mar 12, 2015 - Mar 20, 2015 | -8.73% Jan 26, 2018 - May 9, 2018 |
| #14 | -0.74% May 15, 2024 - Jun 5, 2024 | -8.49% Apr 28, 2011 - Jul 8, 2011 |
| #15 | -0.67% Jan 11, 2016 - Jan 20, 2016 | -7.93% Sep 7, 2016 - Nov 11, 2016 |
Correlation
Correlation between LMBS and VIOO is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2010 - 2026)
LMBS vs VIOO dividend yield comparison.
| Year | LMBS | VIOO |
|---|---|---|
| 2026 | 2.05% | 0.00% |
| 2025 | 4.08% | 1.36% |
| 2024 | 4.28% | 1.48% |
| 2023 | 3.96% | 1.47% |
| 2022 | 2.22% | 1.51% |
| 2021 | 2.04% | 1.16% |
| 2020 | 2.27% | 1.09% |
| 2019 | 2.55% | 1.37% |
| 2018 | 2.76% | 1.32% |
| 2017 | 2.73% | 1.11% |
| 2016 | 2.84% | 1.06% |
| 2015 | 3.03% | 1.26% |
| 2014 | 0.37% | 1.06% |
| 2013 | 0.00% | 0.86% |
| 2012 | 0.00% | 1.45% |
| 2011 | 0.00% | 0.77% |
| 2010 | 0.00% | 1.16% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks