MOTO vs. LMBS
MOTO (SmartETFs Smart Transportation & Technology ETF) and LMBS (First Trust Low Duration Mortgage Opportunities ETF) are both exchange-traded funds - MOTO is a Transportation Equities fund actively managed by Guinness Atkinson Asset Management, while LMBS is a Mortgage Backed Securities fund actively managed by First Trust. Both are actively managed. Over the past 5 years, MOTO returned 10.81%/yr vs 3.03%/yr for LMBS. At a 0.05 correlation, their price movements are largely independent. Both charge a 0.68% expense ratio.
Performance
MOTO vs. LMBS - Performance Comparison
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Returns By Period
In the year-to-date period, MOTO achieves a 31.35% return, which is significantly higher than LMBS's 1.24% return.
MOTO
- 1D
- 2.46%
- 1M
- 6.90%
- YTD
- 31.35%
- 6M
- 32.65%
- 1Y
- 60.15%
- 3Y*
- 21.16%
- 5Y*
- 10.81%
- 10Y*
- —
LMBS
- 1D
- -0.10%
- 1M
- 0.11%
- YTD
- 1.24%
- 6M
- 1.47%
- 1Y
- 6.09%
- 3Y*
- 5.73%
- 5Y*
- 3.03%
- 10Y*
- 2.67%
MOTO vs. LMBS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
MOTO SmartETFs Smart Transportation & Technology ETF | 31.35% | 27.38% | 2.01% | 27.10% | -27.20% | 17.22% | 59.13% | 4.91% |
LMBS First Trust Low Duration Mortgage Opportunities ETF | 1.24% | 7.05% | 5.15% | 6.10% | -3.07% | -0.91% | 1.64% | 0.12% |
Correlation
The correlation between MOTO and LMBS is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Nov 18, 2019 | 0.05 |
The correlation between MOTO and LMBS shifts across timeframes, from 0.05 (all time) to 0.23 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
MOTO vs. LMBS — Risk / Return Rank
MOTO
LMBS
MOTO vs. LMBS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SmartETFs Smart Transportation & Technology ETF (MOTO) 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.
| MOTO | LMBS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.85 | 3.10 | -0.25 |
Sortino ratioReturn per unit of downside risk | 3.68 | 4.79 | -1.11 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.62 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 4.47 | 4.28 | +0.19 |
Martin ratioReturn relative to average drawdown | 16.00 | 18.25 | -2.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MOTO | LMBS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.85 | 3.10 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 1.19 | -0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.14 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 1.13 | -0.41 |
Drawdowns
MOTO vs. LMBS - Drawdown Comparison
The maximum MOTO drawdown since its inception was -38.24%, which is greater than LMBS's maximum drawdown of -6.49%. Use the drawdown chart below to compare losses from any high point for MOTO and LMBS.
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Drawdown Indicators
| MOTO | LMBS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.24% | -6.49% | -31.75% |
Max Drawdown (1Y)Largest decline over 1 year | -13.36% | -1.43% | -11.93% |
Max Drawdown (3Y)Largest decline over 3 years | -26.43% | -1.72% | -24.71% |
Max Drawdown (5Y)Largest decline over 5 years | -37.34% | -6.12% | -31.22% |
Max Drawdown (10Y)Largest decline over 10 years | — | -6.49% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.34% | +0.34% |
Average DrawdownAverage peak-to-trough decline | -9.98% | -0.80% | -9.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.73% | 0.33% | +3.40% |
Volatility
MOTO vs. LMBS - Volatility Comparison
SmartETFs Smart Transportation & Technology ETF (MOTO) has a higher volatility of 7.77% compared to First Trust Low Duration Mortgage Opportunities ETF (LMBS) at 0.68%. This indicates that MOTO'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.
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Volatility by Period
| MOTO | LMBS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.77% | 0.68% | +7.09% |
Volatility (6M)Calculated over the trailing 6-month period | 16.75% | 1.45% | +15.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.18% | 1.97% | +19.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.62% | 2.56% | +21.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.30% | 2.36% | +23.94% |
MOTO vs. LMBS - Expense Ratio Comparison
Both MOTO and LMBS have an expense ratio of 0.68%.
Dividends
MOTO vs. LMBS - Dividend Comparison
MOTO's dividend yield for the trailing twelve months is around 0.80%, less than LMBS's 4.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LMBS First Trust Low Duration Mortgage Opportunities ETF | 4.10% | 4.08% | 4.28% | 3.96% | 2.22% | 2.04% | 2.27% | 2.55% | 2.76% | 2.73% | 2.84% | 3.03% |
MOTO SmartETFs Smart Transportation & Technology ETF | 0.80% | 1.06% | 1.07% | 2.73% | 2.33% | 0.55% | 2.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MOTO and LMBS have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MOTO has higher volatility (7.77%) compared to LMBS (0.68%). In terms of maximum drawdown, MOTO dropped -38.24% vs LMBS's -6.49%.
On 5-year performance, MOTO leads with 10.81% vs 3.03% for LMBS. Both ETFs have the same 0.68% expense ratio. On volatility, LMBS has been the lower-risk option at 0.68%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, MOTO has performed better with a 10.81% return vs 3.03%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
MOTO and LMBS have the same expense ratio: 0.68% per year.
LMBS has the higher dividend yield at 4.10%, compared with 0.80% for MOTO.
MOTO is categorized as Transportation Equities, while LMBS is Mortgage Backed Securities. They also come from different issuers: Guinness Atkinson Asset Management and First Trust.
LMBS currently has the higher Sharpe Ratio (3.10 vs 2.85), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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