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LMBS
+0.45 · +0.90%
$50.12 · NASDAQ

First Trust Low Duration Opportunities ETF (LMBS) ETF Analysis | Short Government

First Trust · United States
AUM:$6.0B
#– of – in Short Government ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 7.0% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.64% — moderate cost. Consider how fees compound over long holding periods.

What is LMBS?

Under normal market conditions, the fund will seek to achieve its investment objectives by investing at least 60% of its net assets (including investment borrowings) in mortgage-related debt securities and other mortgage-related instruments (collectively, Mortgage-Related Investments). The advisor normally expects to invest in Mortgage-Related Investments tied to residential and commercial mortgages.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
LMBS returned 7.0% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.64%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 2.7% of the ETF — exposure spread across many positions.
ETF Information
AUM$6.0B
Expense Ratio0.64%
Dividend Yield4.07%
Holdings1
Inception DateNov 2014
DomicileUnited States
DistributionNA
Index–
ProviderFirst Trust
Beta0.44
CategoryShort Government
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-1.4%
1Y
+2.6%
3Y
+16.5%
5Y
+15.3%
OpenBook InsightIf you had invested £10,000 in LMBS 5 years ago, it would have grown to £11,528 — a gain of £1,528.

Annual Returns

Calendar year performance

LMBS delivered positive returns in 4 of the last 5 calendar years.
YearLMBS
2026 YTD+0.2%
2025+7.4%
2024+5.3%
2023+6.3%
2022-3.0%
CAGR 4yr+3.9%
4/5 positive yearsAvg return: +3.2%Worst year: -3.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
2.4%
Low
Momentum
-0.5%
30-day change
Support Level
49.52
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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