Compare · 2 funds side by side · dividends reinvested

LDSF and ICSH

LDSFFirst Trust×ICSHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,140ICSH · best of the two

02 / 04

LDSF and ICSH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Ultra Short Duration Bond Active ETFBonds & Cash · Ultra-short0.08%4.12%+2.9%+3.7%+4.9%+4.0%−0.1%0.4%$8.9B1.3

First Trust Low Duration Strategic Focus ETFBonds & Cash · Ultra-short0.10%4.78%+0.8%+1.8%+5.5%+2.5%−2.0%2.2%$160M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: LDSF 2019 · ICSH 2013

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Low Duration Strategic Focus ETF · $160M$11,310

LDSF

ICSH

iShares Ultra Short Duration Bond Active ETF · $8.9B$12,140

$10,000 five years ago, dividends reinvested

LDSFMeasureICSH

+0.8%Year to dateJan 1 → Nov 3+2.9%

+1.8%1 yearTotal return+3.7%

+5.5%3 years · per year$10,000 became $11,754 · $11,544+4.9%

+2.5%5 years · per year$10,000 became $11,310 · $12,140+4.0%

0.10%Expense ratio$10 · $8 a year on $10k · lower is better0.08%

4.78%Trailing 12-mo yield$478 · $412 a year on $10k4.12%

−2.0%Worst dropSmaller is better−0.1%

2.2%VolatilityLower is calmer0.4%

LDSFICSH Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6ICSH wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LDSF vs ICSH: Top 5 Holdings

Today

LDSF

89.4%in top 5

ICSH

in top 5[…]

LDSFStockICSH

33.0%LMBSnot top 5

29.1%FSIGnot top 5

12.0%HYLSnot top 5

9.4%FTSLnot top 5

5.9%FTSMnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

LDSF vs ICSH Returns, Every Period

First TrustLDSF

+2.5%

5 years, per year

ICSHiShares

+4.0%

5 years, per year

LDSFICSHFaded: behind in that period

1–3ICSH wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

LDSF vs ICSH

YTD

First TrustLDSF

+0.8%

ICSHiShares

+2.9%

+0.8%Year to date+2.9%

−2.0%Worst drop · 1Y−0.1%

2.2%Volatility · 1Y0.4%

4.8%Yield4.1%

$160MAssets$8.9B

3–1ICSH wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LDSF, ICSH

Today

0.08%lowest, ICSH

FundExpense ratioFee$10k

ICSH0.08%$8

LDSF0.10%$10

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: LDSF, ICSH

4.78%highest, LDSF

FundTrailing yieldYield$10k

LDSF4.78%$478

ICSH4.12%$412

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$468most kept, LDSF

LDSF$478 − $10 = $468

ICSH$412 − $8 = $404

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: LDSF, ICSH

Today

[…]holdings […]

LDSFICSH

LDSF—[…]

ICSH[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.7%ICSH, at 0.4% volatility

ICSHWorst drop−0.1%0.4% vol

LDSFWorst drop−2.0%2.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

LDSFICSH

+0.8%Year to date+2.9%

4.8%Yield4.1%

+1.8%Past year+3.7%

0.10%Fee0.08%

3–1ICSH wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026