LMBS vs SPSB

First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF against State Street SPDR Portfolio Short Term Corporate Bond ETF: cost, size, returns, what they hold and how much of it is the same.

Overlap by weight
0%
0 shared positions
Fee gap
62 bp
SPSB is cheaper
1-year return gap
0.6 pts
SPSB is ahead
Larger fund
SPSB
$11.2B

Side by side

LMBSSPSB
FundFirst Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETFState Street SPDR Portfolio Short Term Corporate Bond ETF
IssuerFirst TrustState Street SPDR
CategoryShort-Term BondShort-Term Bond
Expense ratio0.66%0.04%
Assets$6.5B$11.2B
Average daily dollar volume$37M$197M
ListedNov 4, 2014Dec 16, 2009
FrenzyCap score6598
1-month return−0.8%−0.2%
3-month return−1.4%−0.9%
Year to date−2.5%−1.9%
1-year return−2.8%−2.3%
30-day volatility3.2%1.7%
Worst drawdown, 1 year−3.9%−2.6%
Trailing 12-month yield4.19%4.38%
Holdings1,2501,672
Top 10 weight18.2%4.4%
Look-through P/E——
Holdings vs fair value——
Holdings above 200-day average——
Net flow, latest 3 reported months+$241M thru Jul 2026+$828M thru Jun 2026
30-day implied volatility24.9%12.9%
Holdings as ofas of Oct 19, 2026issuer dataas of Oct 19, 2026issuer data

Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.

Largest shared holdings

0% of LMBS · 0% of SPSB

No holdings in common.

Sector mix of the stock holdings

No sector breakdown: these funds hold few classified stocks.

More: full overlap table · LMBS holdings · SPSB holdings

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.