SPTS vs LMBS

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

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

SPTS vs LMBS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

SPTS

$6B

Winner

LMBS

$6.10B

Expense Ratio

Winner

SPTS

0.03%

LMBS

0.66%

Max Drawdown

Winner

SPTS

10.12%

LMBS

11.76%

Sharpe Ratio

SPTS

-0.14

Winner

LMBS

1.23

5Y Beta

Winner

SPTS

-0.02

LMBS

0.01

5Y Dividends CAGR

Winner

SPTS

63.03%

LMBS

12.43%

SPTS vs LMBS - Historical Returns

Returns include dividend reinvestment.

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

SPTS

+0.18%

Winner

LMBS

+0.38%

SPTS

+0.19%

Winner

LMBS

+0.56%

SPTS

+1.18%

Winner

LMBS

+2.12%

SPTS

+3.66%

Winner

LMBS

+6.38%

5Y(CAGR)

SPTS

+1.83%

Winner

LMBS

+3.04%

10Y(CAGR)

SPTS

+1.67%

Winner

LMBS

+2.76%

Max(CAGR)

SPTS

+1.45%

Winner

LMBS

+3.03%

SPTS vs LMBS - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

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

SPTS vs LMBS Drawdown Comparison

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

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

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

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

Correlation

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

0.96

-101

Dividend Comparison (2011 - 2026)

SPTS vs LMBS dividend yield comparison.

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