Compare · 2 funds side by side · dividends reinvested

LMBS and VUSB

LMBSFirst Trust×VUSBVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,012VUSB · best of the two

02 / 04

LMBS and VUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Ultra-Short Bond ETFBonds & Cash · Ultra-short0.10%4.28%+2.9%+3.7%+5.2%+3.7%−0.4%0.7%$9.9B1.1

First Trust Low Duration Opportunities ETFBonds & Cash · Ultra-short0.66%4.16%+1.6%+2.4%+6.0%+3.2%−2.0%2.1%$6.6B1.9

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 · VUSB 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

LMBS

VUSB

Vanguard Ultra-Short Bond ETF · $9.9B$12,012

$10,000 five years ago, dividends reinvested

LMBSMeasureVUSB

+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 · $11,636+5.2%

+3.2%5 years · per year$10,000 became $11,703 · $12,012+3.7%

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

4.16%Trailing 12-mo yield$416 · $428 a year on $10k4.28%

−2.0%Worst dropSmaller is better−0.4%

2.1%VolatilityLower is calmer0.7%

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

1–7VUSB 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 VUSB: Top 5 Holdings

Today

LMBS

0.1%in top 5

VUSB

in top 5[…]

LMBSStockVUSB

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 VUSB Returns, Every Period

First TrustLMBS

+3.2%

5 years, per year

VUSBVanguard

+3.7%

5 years, per year

LMBSVUSBFaded: behind in that period

1–3VUSB wins

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

LMBS vs VUSB

YTD

First TrustLMBS

+1.6%

VUSBVanguard

+2.9%

+1.6%Year to date+2.9%

−2.0%Worst drop · 1Y−0.4%

2.1%Volatility · 1Y0.7%

4.2%Yield4.3%

$6.6BAssets$9.9B

4–0VUSB wins

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

Cost, Income and Risk

Fees: LMBS, VUSB

Today

0.10%lowest, VUSB

FundExpense ratioFee$10k

VUSB0.10%$10

LMBS0.66%$66

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

Yields: LMBS, VUSB

4.28%highest, VUSB

FundTrailing yieldYield$10k

VUSB4.28%$428

LMBS4.16%$416

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

Income After Fees on $10,000

$418most kept, VUSB

VUSB$428 − $10 = $418

LMBS$416 − $66 = $350

KeptFee

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

Overlap: LMBS, VUSB

Today

[…]holdings […]

LMBSVUSB

LMBS—[…]

VUSB[…]—

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

Return vs Bumpiness: 2 ETFs

+3.7%VUSB, at 0.7% volatility

VUSBWorst drop−0.4%0.7% 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

VUSBLMBS

+2.9%Year to date+1.6%

4.3%Yield4.2%

+3.7%Past year+2.4%

0.10%Fee0.66%

4–0VUSB 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