Compare · 2 funds side by side · dividends reinvested

LMBS and ICSH

LMBSFirst Trust×ICSHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,145ICSH · best of the two

02 / 04

LMBS 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 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 · ICSH 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

LMBS

ICSH

iShares Ultra Short Duration Bond Active ETF · $8.9B$12,145

$10,000 five years ago, dividends reinvested

LMBSMeasureICSH

+1.6%Year to dateJan 1 → Nov 4+2.9%

+2.4%1 yearTotal return+3.7%

+6.0%3 years · per year$10,000 became $11,905 · $11,546+4.9%

+3.2%5 years · per year$10,000 became $11,703 · $12,145+4.0%

0.66%Expense ratio$66 · $8 a year on $10k · lower is better0.08%

4.16%Trailing 12-mo yield$416 · $412 a year on $10k4.12%

−2.0%Worst dropSmaller is better−0.1%

2.1%VolatilityLower is calmer0.4%

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

2–6ICSH 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 ICSH: Top 5 Holdings

Today

LMBS

0.1%in top 5

ICSH

in top 5[…]

LMBSStockICSH

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 ICSH Returns, Every Period

First TrustLMBS

+3.2%

5 years, per year

ICSHiShares

+4.0%

5 years, per year

LMBSICSHFaded: behind in that period

1–3ICSH wins

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

LMBS vs ICSH

YTD

First TrustLMBS

+1.6%

ICSHiShares

+2.9%

+1.6%Year to date+2.9%

−2.0%Worst drop · 1Y−0.1%

2.1%Volatility · 1Y0.4%

4.2%Yield4.1%

$6.6BAssets$8.9B

3–1ICSH wins

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

Cost, Income and Risk

Fees: LMBS, ICSH

Today

0.08%lowest, ICSH

FundExpense ratioFee$10k

ICSH0.08%$8

LMBS0.66%$66

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

Yields: LMBS, ICSH

4.16%highest, LMBS

FundTrailing yieldYield$10k

LMBS4.16%$416

ICSH4.12%$412

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

Income After Fees on $10,000

$404most kept, ICSH

ICSH$412 − $8 = $404

LMBS$416 − $66 = $350

KeptFee

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

Overlap: LMBS, ICSH

Today

[…]holdings […]

LMBSICSH

LMBS—[…]

ICSH[…]—

End-of-day Nov 4, 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

LMBSWorst drop−2.0%2.1% vol

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

Paid More vs Made More

YTD

LMBSICSH

+1.6%Year to date+2.9%

4.2%Yield4.1%

+2.4%Past year+3.7%

0.66%Fee0.08%

3–1ICSH 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