Compare · 2 funds side by side · dividends reinvested

LDSF and JPST

LDSFFirst Trust×JPSTJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,103JPST · best of the two

02 / 04

LDSF and JPST, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Ultra-Short Income ETFBonds & Cash · Ultra-short0.18%4.14%+2.8%+3.5%+4.9%+3.9%−0.2%0.5%$42.4B1.4

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%$160M1.6

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 · JPST 2017

Head to Head

Swap sides Versus in desk

Head to Head

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

LDSF

JPST

JPMorgan Ultra-Short Income ETF · $42.4B$12,103

$10,000 five years ago, dividends reinvested

LDSFMeasureJPST

+0.8%Year to dateJan 1 → Nov 3+2.8%

+1.8%1 yearTotal return+3.5%

+5.5%3 years · per year$10,000 became $11,754 · $11,552+4.9%

+2.5%5 years · per year$10,000 became $11,310 · $12,103+3.9%

0.10%Expense ratio$10 · $18 a year on $10k · lower is better0.18%

4.78%Trailing 12-mo yield$478 · $414 a year on $10k4.14%

−2.0%Worst dropSmaller is better−0.2%

2.2%VolatilityLower is calmer0.5%

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

3–5JPST 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 JPST: Top 5 Holdings

Today

LDSF

89.4%in top 5

JPST

in top 5[…]

LDSFStockJPST

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 JPST Returns, Every Period

First TrustLDSF

+2.5%

5 years, per year

JPSTJ.P. Morgan

+3.9%

5 years, per year

LDSFJPSTFaded: behind in that period

1–3JPST wins

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

LDSF vs JPST

YTD

First TrustLDSF

+0.8%

JPSTJ.P. Morgan

+2.8%

+0.8%Year to date+2.8%

−2.0%Worst drop · 1Y−0.2%

2.2%Volatility · 1Y0.5%

4.8%Yield4.1%

$160MAssets$42.4B

3–1JPST wins

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

Cost, Income and Risk

Fees: LDSF, JPST

Today

0.10%lowest, LDSF

FundExpense ratioFee$10k

LDSF0.10%$10

JPST0.18%$18

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

Yields: LDSF, JPST

4.78%highest, LDSF

FundTrailing yieldYield$10k

LDSF4.78%$478

JPST4.14%$414

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

Income After Fees on $10,000

$468most kept, LDSF

LDSF$478 − $10 = $468

JPST$414 − $18 = $396

KeptFee

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

Overlap: LDSF, JPST

Today

[…]holdings […]

LDSFJPST

LDSF—[…]

JPST[…]—

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

Return vs Bumpiness: 2 ETFs

+3.5%JPST, at 0.5% volatility

JPSTWorst drop−0.2%0.5% 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

LDSFJPST

+0.8%Year to date+2.8%

4.8%Yield4.1%

+1.8%Past year+3.5%

0.10%Fee0.18%

2–2level

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