GNMA vs. LMBS
Compare and contrast key facts about iShares GNMA Bond ETF (GNMA) and First Trust Low Duration Mortgage Opportunities ETF (LMBS).
GNMA and LMBS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GNMA is a passively managed fund by iShares that tracks the performance of the Barclays Capital GNMA Index. It was launched on Feb 14, 2012. LMBS is an actively managed fund by First Trust. It was launched on Nov 4, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GNMA or LMBS.
Correlation
The correlation between GNMA and LMBS is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
GNMA vs. LMBS - Performance Comparison
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Key characteristics
GNMA:
5.98%
LMBS:
2.26%
GNMA:
-17.09%
LMBS:
-0.16%
GNMA:
-4.94%
LMBS:
-0.13%
Returns By Period
GNMA
2.63%
1.59%
1.66%
5.91%
-0.90%
0.87%
LMBS
N/A
N/A
N/A
N/A
N/A
N/A
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GNMA vs. LMBS - Expense Ratio Comparison
GNMA has a 0.15% expense ratio, which is lower than LMBS's 0.68% expense ratio.
Risk-Adjusted Performance
GNMA vs. LMBS — Risk-Adjusted Performance Rank
GNMA
LMBS
GNMA vs. LMBS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares GNMA Bond ETF (GNMA) and First Trust Low Duration Mortgage Opportunities ETF (LMBS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
GNMA vs. LMBS - Dividend Comparison
GNMA's dividend yield for the trailing twelve months is around 4.14%, while LMBS has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GNMA iShares GNMA Bond ETF | 4.14% | 4.15% | 3.43% | 2.01% | 0.64% | 1.89% | 2.61% | 2.41% | 2.15% | 1.89% | 1.50% | 1.22% |
LMBS First Trust Low Duration Mortgage Opportunities ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GNMA vs. LMBS - Drawdown Comparison
The maximum GNMA drawdown since its inception was -17.09%, which is greater than LMBS's maximum drawdown of -0.16%. Use the drawdown chart below to compare losses from any high point for GNMA and LMBS. For additional features, visit the drawdowns tool.
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Volatility
GNMA vs. LMBS - Volatility Comparison
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