Compare · 2 funds side by side · dividends reinvested

LMBS and BND

LMBSFirst Trust×BNDVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,704LMBS · best of the two

02 / 04

LMBS and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Low Duration Opportunities ETFBonds & Cash · Ultra-short0.66%4.15%+1.6%+2.4%+6.1%+3.2%−2.0%2.1%$6.6B1.1

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: LMBS 2014 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Low Duration Opportunities ETF · $6.6B$11,704

LMBS

BND

Vanguard Total Bond Market ETF · $161B$9,983

$10,000 five years ago, dividends reinvested

LMBSMeasureBND

+1.6%Year to dateJan 1 → Nov 5+0.1%

+2.4%1 yearTotal return+0.4%

+6.1%3 years · per year$10,000 became $11,929 · $11,761+5.6%

+3.2%5 years · per year$10,000 became $11,704 · $9,983−0.0%

0.66%Expense ratio$66 · $3 a year on $10k · lower is better0.03%

4.15%Trailing 12-mo yield$415 · $412 a year on $10k4.12%

−2.0%Worst dropSmaller is better−4.5%

2.1%VolatilityLower is calmer4.0%

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

7–1LMBS wins

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

More Ways to See the Pairs

LMBS vs BND: Top 5 Holdings

Today

LMBS

0.1%in top 5

BND

in top 5[…]

LMBSStockBND

0.0%MGOVnot top 5

0.0%LGOVnot top 5

0.0%SCIOnot top 5

0.0%CAAAnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

LMBS vs BND Returns, Every Period

First TrustLMBS

+3.2%

5 years, per year

BNDVanguard

−0.0%

5 years, per year

LMBSBNDFaded: behind in that period

4–0LMBS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

LMBS vs BND

YTD

First TrustLMBS

+1.6%

BNDVanguard

+0.1%

+1.6%Year to date+0.1%

−2.0%Worst drop · 1Y−4.5%

2.1%Volatility · 1Y4.0%

4.2%Yield4.1%

$6.6BAssets$161B

4–0LMBS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LMBS, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

LMBS0.66%$66

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LMBS, BND

4.15%highest, LMBS

FundTrailing yieldYield$10k

LMBS4.15%$415

BND4.12%$412

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

LMBS$415 − $66 = $349

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LMBS, BND

Today

[…]holdings […]

LMBSBND

LMBS—[…]

BND[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.4%LMBS, at 2.1% volatility

LMBSWorst drop−2.0%2.1% vol

BNDWorst drop−4.5%4.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

LMBSBND

+1.6%Year to date+0.1%

4.2%Yield4.1%

+2.4%Past year+0.4%

0.66%Fee0.03%

3–1LMBS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026