LMBS vs VSGX

Comparison between FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF) and VANGUARD ESG INTERNATIONAL STOCK ETF ETF SHARES (VSGX, ETF).

5-Year PerformanceVSGX has outperformed LMBS, delivering a return of +9.1% compared to +3.2%

LMBS vs VSGX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LMBS(ETF)	VSGX(ETF)
Net Assets	$6.40B	$6.50B
Expense Ratio	0.66%	0.10%
Max Drawdown	11.76%	34.48%
Sharpe Ratio	0.31	1.19
5Y Beta	0.02	0.77
5Y Dividends CAGR	14.97%	14.19%

Net Assets

LMBS

$6.40B

Winner

VSGX

$6.50B

Expense Ratio

LMBS

0.66%

Winner

VSGX

0.10%

Max Drawdown

Winner

LMBS

11.76%

VSGX

34.48%

Sharpe Ratio

LMBS

0.31

Winner

VSGX

1.19

5Y Beta

Winner

LMBS

0.02

VSGX

0.77

5Y Dividends CAGR

Winner

LMBS

14.97%

VSGX

14.19%

LMBS vs VSGX - Historical Returns

Returns include dividend reinvestment.

Period	LMBS	VSGX
1 month	+0.34%	+3.79%
3 months	+0.85%	+4.93%
6 months	+0.57%	+6.98%
1 year	+4.55%	+27.89%
5 years(CAGR)	+3.21%	+9.12%
10 years(CAGR)	+2.57%	N/A
Max(CAGR)	+3.00%	+9.16%

LMBS

+0.34%

Winner

VSGX

+3.79%

LMBS

+0.85%

Winner

VSGX

+4.93%

LMBS

+0.57%

Winner

VSGX

+6.98%

LMBS

+4.55%

Winner

VSGX

+27.89%

5Y(CAGR)

LMBS

+3.21%

Winner

VSGX

+9.12%

10Y(CAGR)

LMBS

+2.57%

VSGX

N/A

Max(CAGR)

LMBS

+3.00%

Winner

VSGX

+9.16%

LMBS vs VSGX - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	LMBS	VSGX
2026	+1.90%	+16.60%
2025	+7.05%	+31.36%
2024	+5.30%	+7.05%
2023	+6.26%	+14.82%
2022	-2.97%	-19.05%
2021	-1.01%	+6.82%
2020	+1.60%	+11.76%
2019	+4.10%	+23.05%
2018	+1.50%	-12.86%
2017	+1.55%	N/A
2016	+6.56%	N/A
2015	+2.56%	N/A
2014	+1.57%	N/A

LMBS vs VSGX Drawdown Comparison

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

The maximum drawdown for VSGX was -33.09%, occurring on Mar 23, 2020. Recovery took 203 trading sessions.

The current LMBS drawdown is -0.10%. The current VSGX drawdown is -0.26%.

Rank	LMBS	VSGX
#1	-6.49% Mar 6, 2020 - Dec 11, 2023	-33.09% Jan 17, 2020 - Nov 5, 2020
#2	-1.85% Jan 6, 2015 - Mar 12, 2015	-32.13% Sep 7, 2021 - Aug 23, 2024
#3	-1.72% Apr 4, 2025 - Jun 11, 2025	-15.25% Sep 20, 2018 - Jul 3, 2019
#4	-1.52% Oct 1, 2024 - Feb 5, 2025	-13.82% Sep 26, 2024 - May 2, 2025
#5	-1.45% Mar 27, 2024 - May 15, 2024	-12.82% Feb 25, 2026 - May 6, 2026
#6	-1.43% Feb 27, 2026 - Jun 16, 2026	-7.67% Jul 3, 2019 - Oct 17, 2019
#7	-1.25% Aug 24, 2015 - Oct 6, 2015	-6.97% Jun 22, 2026 - Aug 17, 2026
#8	-0.97% Dec 4, 2014 - Dec 26, 2014	-5.84% Feb 16, 2021 - Apr 26, 2021
#9	-0.89% Apr 6, 2015 - May 7, 2015	-5.25% Jun 2, 2026 - Jun 15, 2026
#10	-0.86% Nov 4, 2016 - Apr 4, 2017	-4.95% Oct 27, 2025 - Dec 10, 2025
#11	-0.85% Feb 1, 2024 - Mar 6, 2024	-4.45% Jun 14, 2021 - Sep 3, 2021
#12	-0.81% Feb 18, 2016 - Mar 17, 2016	-4.32% Jan 21, 2021 - Feb 8, 2021
#13	-0.74% Mar 12, 2015 - Mar 20, 2015	-4.03% May 7, 2021 - May 26, 2021
#14	-0.74% May 15, 2024 - Jun 5, 2024	-3.76% Jul 23, 2025 - Aug 12, 2025
#15	-0.67% Jan 11, 2016 - Jan 20, 2016	-3.64% Oct 6, 2025 - Oct 20, 2025

Correlation

Correlation between LMBS and VSGX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2014 - 2026)

LMBS vs VSGX dividend yield comparison.

Year	LMBS	VSGX
2026	2.75%	1.32%
2025	4.08%	3.23%
2024	4.28%	3.10%
2023	3.96%	2.77%
2022	2.22%	2.61%
2021	2.04%	2.49%
2020	2.27%	1.67%
2019	2.55%	2.28%
2018	2.76%	0.38%
2017	2.73%	0.00%
2016	2.84%	0.00%
2015	3.03%	0.00%
2014	0.37%	0.00%