Compare · 2 funds side by side · dividends reinvested

LMBS and HISF

LMBSFirst Trust×HISFFirst Trust×

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 HISF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Low Duration Opportunities ETFBonds & Cash · Ultra-short0.66%4.16%+1.6%+2.4%+6.0%+3.2%−2.0%2.1%$6.6B1.3

First Trust High Income Strategic Focus ETFIncome · Dividend stocks0.10%5.22%−0.6%+0.4%+5.9%+1.4%−4.1%3.7%$88M1.8

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 · HISF 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

LMBS

HISF

First Trust High Income Strategic Focus ETF · $88M$10,721

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

LMBSMeasureHISF

+1.6%Year to dateJan 1 → Nov 4−0.6%

+2.4%1 yearTotal return+0.4%

+6.0%3 years · per year$10,000 became $11,905 · $11,882+5.9%

+3.2%5 years · per year$10,000 became $11,703 · $10,721+1.4%

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

4.16%Trailing 12-mo yield$416 · $522 a year on $10k5.22%

−2.0%Worst dropSmaller is better−4.1%

2.1%VolatilityLower is calmer3.7%

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

6–2LMBS 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 HISF: Top 5 Holdings

Today

LMBS

0.1%in top 5

HISF

in top 567.3%

LMBSStockHISF

not top 5FTCB28.2%

not top 5HYLS12.0%

not top 5FIIG10.0%

not top 5LMBS10.0%

0.0%LGOV7.2%

0.0%MGOVnot top 5

0.0%SCIOnot top 5

0.0%CAAAnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

LMBS vs HISF Returns, Every Period

First TrustLMBS

+3.2%

5 years, per year

HISFFirst Trust

+1.4%

5 years, per year

LMBSHISFFaded: behind in that period

4–0LMBS wins

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

Bonds vs Income: LMBS vs HISF

YTD

First TrustLMBS

+1.6%

HISFFirst Trust

−0.6%

+1.6%Year to date−0.6%

−2.0%Worst drop · 1Y−4.1%

2.1%Volatility · 1Y3.7%

4.2%Yield5.2%

$6.6BAssets$88.1M

3–1LMBS wins

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

Cost, Income and Risk

Fees: LMBS, HISF

Today

0.10%lowest, HISF

FundExpense ratioFee$10k

HISF0.10%$10

LMBS0.66%$66

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

Yields: LMBS, HISF

5.22%highest, HISF

FundTrailing yieldYield$10k

HISF5.22%$522

LMBS4.16%$416

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

Income After Fees on $10,000

$512most kept, HISF

HISF$522 − $10 = $512

LMBS$416 − $66 = $350

KeptFee

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

Overlap: LMBS, HISF

Today

0.0%most shared, LMBS and HISF

LMBSHISF

LMBS—0.0%

HISF0.0%—

End-of-day Nov 4, 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

HISFWorst drop−4.1%3.7% vol

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

Paid More vs Made More

YTD

HISFLMBS

−0.6%Year to date+1.6%

5.2%Yield4.2%

+0.4%Past year+2.4%

0.10%Fee0.66%

2–2level

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