Compare · 2 funds side by side · dividends reinvested

LMBS and VOO

LMBSFirst Trust×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177VOO · best of the two

02 / 04

LMBS and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.4

First Trust Low Duration Opportunities ETFBonds & Cash · Ultra-short0.66%4.15%+1.6%+2.4%+6.1%+3.2%−2.0%2.1%$6.6B1.6

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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

LMBS

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

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

LMBSMeasureVOO

+1.6%Year to dateJan 1 → Nov 6+8.4%

+2.4%1 yearTotal return+9.8%

+6.1%3 years · per year$10,000 became $11,929 · $18,224+22.1%

+3.2%5 years · per year$10,000 became $11,704 · $17,156+11.4%

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

4.15%Trailing 12-mo yield$415 · $110 a year on $10k1.10%

−2.0%Worst dropSmaller is better−8.9%

2.1%VolatilityLower is calmer13.5%

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

3–5VOO 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 VOO: Top 5 Holdings

Today

LMBS

0.1%in top 5

VOO

in top 528.3%

LMBSStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

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 VOO Returns, Every Period

First TrustLMBS

+3.2%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

LMBSVOOFaded: behind in that period

0–4VOO wins

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

Bonds vs Core: LMBS vs VOO

YTD

First TrustLMBS

+1.6%

VOOVanguard

+8.4%

+1.6%Year to date+8.4%

−2.0%Worst drop · 1Y−8.9%

2.1%Volatility · 1Y13.5%

4.2%Yield1.1%

$6.6BAssets$1.00T

3–1LMBS wins

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

Cost, Income and Risk

Fees: LMBS, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

LMBS0.66%$66

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

Yields: LMBS, VOO

4.15%highest, LMBS

FundTrailing yieldYield$10k

LMBS4.15%$415

VOO1.10%$110

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

Income After Fees on $10,000

$349most kept, LMBS

LMBS$415 − $66 = $349

VOO$110 − $3 = $107

KeptFee

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

Overlap: LMBS, VOO

Today

0.0%most shared, LMBS and VOO

LMBSVOO

LMBS—0.0%

VOO0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.8%VOO, at 13.5% volatility

LMBSWorst drop−2.0%2.1% vol

VOOWorst drop−8.9%13.5% vol

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

Paid More vs Made More

YTD

LMBSVOO

+1.6%Year to date+8.4%

4.2%Yield1.1%

+2.4%Past year+9.8%

0.66%Fee0.03%

3–1VOO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026