LMBS vs VXUS
LMBS vs VXUS
First Trust Low Duration Opportunities ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.
Side-by-Side Comparison
| Metric | LMBS | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.05% | |
| AUM | $6.4B | $156.5B | |
| Dividend Yield | 4.10% | 2.60% | |
| Holdings | 1,213 | 8,747 | |
| YTD Return | +1.47% | +11.13% | |
| 1Y Return | +4.49% | +27.13% | |
| 3Y Return (annualized) | +5.63% | +17.24% | |
| 5Y Return (annualized) | +2.99% | +8.71% | |
| Volatility (annualized) | 2.2% | 15.1% | |
| Max Drawdown | -8.5% | -39.9% | |
| Fund Family | First Trust Portfolios (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Nov 4, 2014 | Jan 26, 2011 |
LMBS vs VXUS Performance
First Trust Low Duration Opportunities ETF (LMBS) is a ETF from First Trust Portfolios (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year LMBS returned +4.49% while VXUS returned +27.13%. Year to date, LMBS is up 1.47% versus a gain of 11.13% for VXUS.
Over three years, LMBS compounded at +5.63% per year against +17.24% for VXUS; over five years the annualized figures are +2.99% and +8.71% respectively. Across the full 12-year window we track, VXUS has the edge at +4.66% annualized vs +1.49%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 2.2% for LMBS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -8.5% for LMBS and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LMBS charges 0.65% per year while VXUS charges 0.05%. On a $10,000 position that is $65 vs $5 annually, a gap of $60 per year that compounds over a long holding period. On income, LMBS currently yields 4.10% against 2.60% for VXUS.
Holdings Overlap
LMBS and VXUS share 0 holdings out of 8624 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LMBS or VXUS?
LMBS has an expense ratio of 0.65% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $60 per year of difference.
Which performed better, LMBS or VXUS?
Over the past year LMBS returned +4.49% vs +27.13% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (12 years), LMBS annualized +1.49% vs +4.66% for VXUS. Past performance does not guarantee future results.
Which is riskier, LMBS or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 2.2% for LMBS. Worst drawdown: LMBS -8.5% vs VXUS -39.9%.
Should I hold both LMBS and VXUS?
LMBS and VXUS have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LMBS and VXUS?
LMBS and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 8624 unique securities.
Which pays a higher dividend, LMBS or VXUS?
LMBS yields 4.10% while VXUS yields 2.60%, so LMBS currently pays the higher dividend yield.
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