LMBS vs VXUS
First Trust Low Duration Opportunities ETF vs Vanguard Total International Stock ETF
Which is better, LMBS or VXUS?
Short Term Government Bond against Large Cap Blend.
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | LMBS | VXUS |
|---|---|---|
| Expense Ratio | 0.66% | 0.05%Best |
| AUM | $6.4B | $158.1B |
| Dividend Yield | 4.13% | 2.51% |
| Holdings | 1,249 | 8,747 |
| YTD Return | +1.14% | +14.48%Best |
| 1Y Return | +2.36% | +22.28%Best |
| 3Y Return (annualized) | +5.40% | +20.00%Best |
| 5Y Return (annualized) | +2.95% | +8.91%Best |
| Volatility (annualized) | 2.2%Best | 14.8% |
| Max Drawdown | -8.5%Best | -39.9% |
| $10,000 over 5 years | $11,565 | $15,323Best |
| Fund Family | First Trust Portfolios (US) | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Short Term Government Bond | Large Cap Blend |
| Inception | Nov 4, 2014 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 5, 2014 to Sep 11, 2026 (11.8 years).
LMBS vs VXUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 11.8 years both funds cover.
LMBS vs VXUS Performance
First Trust Low Duration Opportunities ETF (LMBS) is an ETF from First Trust Portfolios (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year LMBS returned +2.36% while VXUS returned +22.28%. Year to date, LMBS is up 1.14% versus a gain of 14.48% for VXUS.
Over three years, LMBS compounded at +5.40% per year against +20.00% for VXUS; over five years the annualized figures are +2.95% and +8.91% respectively. Across the full 12-year window we track, VXUS has the edge at +6.23% annualized vs +1.44%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 14.8% 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 what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.52. They move together some of the time, and apart the rest.
Fees and Cost Over Time
LMBS charges 0.66% per year while VXUS charges 0.05%. On a $10,000 position that is $66 vs $5 annually, a gap of $61 per year that compounds over a long holding period. On income, LMBS currently yields 4.13% against 2.51% for VXUS.
Holdings Overlap
We hold position weights for 740 holdings in LMBS and 8,091 in VXUS, totalling 71.3% and 87.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 740 positions we hold weights for in LMBS and 8,091 in VXUS, against full books of 1,249 and 8,747.
You are not choosing between two funds in isolation.
Whichever of LMBS and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LMBS or VXUS?
LMBS has an expense ratio of 0.66% while VXUS charges 0.05%. VXUS is the cheaper option, by $61 a year on a $10,000 investment.
Which performed better, LMBS or VXUS?
Over the past year LMBS returned +2.36% vs +22.28% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (12 years), LMBS annualized +1.44% vs +6.23% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LMBS or VXUS?
VXUS has been the more volatile fund at 14.8% 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 their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, LMBS or VXUS?
LMBS yields 4.13% while VXUS yields 2.51%, so LMBS currently pays the higher dividend yield.
Is VXUS better than LMBS?
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.