IXJ vs. LMBS
Compare and contrast key facts about iShares Global Healthcare ETF (IXJ) and First Trust Low Duration Mortgage Opportunities ETF (LMBS).
IXJ and LMBS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IXJ is a passively managed fund by iShares that tracks the performance of the S&P Global Healthcare Sector Index. It was launched on Nov 13, 2001. 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: IXJ or LMBS.
Correlation
The correlation between IXJ and LMBS is -0.05. 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
IXJ vs. LMBS - Performance Comparison
Key characteristics
IXJ:
-0.08
LMBS:
2.48
IXJ:
-0.01
LMBS:
3.49
IXJ:
1.00
LMBS:
1.54
IXJ:
-0.06
LMBS:
4.06
IXJ:
-0.14
LMBS:
12.48
IXJ:
7.81%
LMBS:
0.56%
IXJ:
14.03%
LMBS:
2.83%
IXJ:
-40.60%
LMBS:
-6.49%
IXJ:
-13.07%
LMBS:
-0.53%
Returns By Period
In the year-to-date period, IXJ achieves a 1.66% return, which is significantly lower than LMBS's 1.92% return. Over the past 10 years, IXJ has outperformed LMBS with an annualized return of 6.60%, while LMBS has yielded a comparatively lower 2.67% annualized return.
IXJ
1.66%
-3.84%
-7.11%
-0.53%
6.23%
6.60%
LMBS
1.92%
0.12%
2.45%
7.18%
2.07%
2.67%
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IXJ vs. LMBS - Expense Ratio Comparison
IXJ has a 0.46% expense ratio, which is lower than LMBS's 0.68% expense ratio.
Risk-Adjusted Performance
IXJ vs. LMBS — Risk-Adjusted Performance Rank
IXJ
LMBS
IXJ vs. LMBS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Healthcare ETF (IXJ) 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.
Dividends
IXJ vs. LMBS - Dividend Comparison
IXJ's dividend yield for the trailing twelve months is around 1.47%, less than LMBS's 4.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IXJ iShares Global Healthcare ETF | 1.47% | 1.50% | 1.38% | 1.17% | 1.12% | 1.27% | 1.42% | 2.11% | 1.47% | 1.73% | 2.85% | 1.38% |
LMBS First Trust Low Duration Mortgage Opportunities ETF | 4.18% | 4.28% | 3.96% | 2.22% | 2.04% | 2.27% | 2.55% | 2.76% | 2.73% | 2.84% | 3.03% | 0.37% |
Drawdowns
IXJ vs. LMBS - Drawdown Comparison
The maximum IXJ drawdown since its inception was -40.60%, which is greater than LMBS's maximum drawdown of -6.49%. Use the drawdown chart below to compare losses from any high point for IXJ and LMBS. For additional features, visit the drawdowns tool.
Volatility
IXJ vs. LMBS - Volatility Comparison
iShares Global Healthcare ETF (IXJ) has a higher volatility of 8.96% compared to First Trust Low Duration Mortgage Opportunities ETF (LMBS) at 1.73%. This indicates that IXJ's price experiences larger fluctuations and is considered to be riskier than LMBS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.