Compare · 2 funds side by side · dividends reinvested

LMBS and FUSI

LMBSFirst Trust×FUSIAmerican Century×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,703LMBS · best of the two

02 / 04

LMBS and FUSI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

American Century Ultrashort Income ETFBonds & Cash · Ultra-short0.19%4.44%+4.2%+4.7%+5.5%[…]−0.5%1.2%$73M1.1

First Trust Low Duration Opportunities ETFBonds & Cash · Ultra-short0.66%4.16%+1.6%+2.4%+6.0%+3.2%−2.0%2.1%$6.6B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: LMBS 2014 · FUSI 2023

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Low Duration Opportunities ETF · $6.6B$11,703

LMBS

FUSI

American Century Ultrashort Income ETF · $73M[…]

$10,000 five years ago, dividends reinvested

LMBSMeasureFUSI

+1.6%Year to dateJan 1 → Nov 4+4.2%

+2.4%1 yearTotal return+4.7%

+6.0%3 years · per year$10,000 became $11,905 · $11,748+5.5%

+3.2%5 years · per year$10,000 became $11,703 · […][…]

0.66%Expense ratio$66 · $19 a year on $10k · lower is better0.19%

4.16%Trailing 12-mo yield$416 · $444 a year on $10k4.44%

−2.0%Worst dropSmaller is better−0.5%

2.1%VolatilityLower is calmer1.2%

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

1–6FUSI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LMBS vs FUSI: Top 5 Holdings

Today

LMBS

0.1%in top 5

FUSI

in top 5[…]

LMBSStockFUSI

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 4, 2026 · share of each fund

LMBS vs FUSI Returns, Every Period

First TrustLMBS

+2.4%

past year

FUSIAmerican Century

+4.7%

past year

LMBSFUSIFaded: behind in that period

1–2FUSI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

LMBS vs FUSI

YTD

First TrustLMBS

+1.6%

FUSIAmerican Century

+4.2%

+1.6%Year to date+4.2%

−2.0%Worst drop · 1Y−0.5%

2.1%Volatility · 1Y1.2%

4.2%Yield4.4%

$6.6BAssets$73.2M

4–0FUSI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LMBS, FUSI

Today

0.19%lowest, FUSI

FundExpense ratioFee$10k

FUSI0.19%$19

LMBS0.66%$66

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LMBS, FUSI

4.44%highest, FUSI

FundTrailing yieldYield$10k

FUSI4.44%$444

LMBS4.16%$416

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$425most kept, FUSI

FUSI$444 − $19 = $425

LMBS$416 − $66 = $350

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LMBS, FUSI

Today

[…]holdings […]

LMBSFUSI

LMBS—[…]

FUSI[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.7%FUSI, at 1.2% volatility

FUSIWorst drop−0.5%1.2% vol

LMBSWorst drop−2.0%2.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FUSILMBS

+4.2%Year to date+1.6%

4.4%Yield4.2%

+4.7%Past year+2.4%

0.19%Fee0.66%

4–0FUSI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026