Compare · 2 funds side by side · dividends reinvested

LMBS and SPYM

LMBSFirst Trust×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

LMBS and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.4

First Trust Low Duration Opportunities ETFBonds & Cash · Ultra-short0.66%4.15%+1.7%+2.7%+6.0%+3.2%−2.0%2.1%$6.6B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: LMBS 2014 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Low Duration Opportunities ETF · $6.6B$11,706

LMBS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

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

LMBSMeasureSPYM

+1.7%Year to dateJan 1 → Nov 6+8.8%

+2.7%1 yearTotal return+9.8%

+6.0%3 years · per year$10,000 became $11,913 · $18,082+21.8%

+3.2%5 years · per year$10,000 became $11,706 · $17,192+11.4%

0.66%Expense ratio$66 · $2 a year on $10k · lower is better0.02%

4.15%Trailing 12-mo yield$415 · $105 a year on $10k1.05%

−2.0%Worst dropSmaller is better−8.9%

2.1%VolatilityLower is calmer13.6%

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

3–5SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LMBS vs SPYM: Top 5 Holdings

Today

LMBS

0.1%in top 5

SPYM

in top 527.8%

LMBSStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.0%MGOVnot top 5

0.0%LGOVnot top 5

0.0%SCIOnot top 5

0.0%CAAAnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

LMBS vs SPYM Returns, Every Period

First TrustLMBS

+3.2%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

LMBSSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Core: LMBS vs SPYM

YTD

First TrustLMBS

+1.7%

SPYMSPDR

+8.8%

+1.7%Year to date+8.8%

−2.0%Worst drop · 1Y−8.9%

2.1%Volatility · 1Y13.6%

4.2%Yield1.1%

$6.6BAssets$182B

3–1LMBS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LMBS, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

LMBS0.66%$66

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LMBS, SPYM

4.15%highest, LMBS

FundTrailing yieldYield$10k

LMBS4.15%$415

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$349most kept, LMBS

LMBS$415 − $66 = $349

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LMBS, SPYM

Today

0.0%most shared, LMBS and SPYM

LMBSSPYM

LMBS—0.0%

SPYM0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

LMBSWorst drop−2.0%2.1% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

LMBSSPYM

+1.7%Year to date+8.8%

4.2%Yield1.1%

+2.7%Past year+9.8%

0.66%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026