LDSFvsIBMXETF Comparison
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First Trust Low Duration Strategic Focus ETF (LDSF) belongs to the Intl Aggregate Bonds segment. iShares iBonds Dec 2035 Term Muni Bond ETF (IBMX) is part of the Municipal Bonds segment. LDSF's top 3 sector exposures are Finance, Sovereign and Technology. In contrast, IBMX's top sector exposures are Municipal and Non-Corporate. LDSF is more expensive with a Total Expense Ratio (TER) of 0.77%, versus 0.1% for IBMX. Run a side-by-side ETF comparison of LDSF and IBMX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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LDSF vs IBMX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LDSF IBMX | -0.37%+0.83% | -0.99%-2.87% | +1.24%n/a | +1.80%n/a | +16.60%n/a | +12.55%n/a |
| Flows | LDSF IBMX | -$3M+$8M | +$59K+$13M | +$18M- | +$30M- | +$29M- | -$20M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LDSF IBMX | +2.53%+6.43% | +2.38%n/a | +2.55%n/a | +2.69%n/a |
| Max drawdown | LDSF IBMX | -2.24%-6.59% | -2.24%n/a | -2.24%n/a | -7.46%n/a |
| Max drawdown duration | LDSF IBMX | 58d91d | 58dn/a | 58dn/a | 766dn/a |
Trading data
LDSF | IBMX | |
Last sale 10/19/2026 at 7:50 PM | $18.49 | $23.89 |
| Previous close 10/19/2026 | $18.51 | $23.91 |
| Consolidated volume 10/19/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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LDSF
is actively managed and doesn’t replicate an indexLDSF | IBMX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/19/2026 at 7:50 PM
Live
Closed
LDSF | IBMX | |
|---|---|---|
| Last price | $18.49 | $23.89 |
| 1D performance | -0.08% | -0.10% |
| AuM | $158.21 M | $17.93 M |
| E/R | 0.77% | 0.1% |
Characteristics
LDSF | IBMX | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | First Trust | iShares |
| Benchmark | - | S&P AMT-Free Municipal Series Callable-Adjusted 2035 Index |
| N° of holdings | 3371 | 27 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 3, 2019 | April 14, 2026 |
| ESG | No | No |
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Exposure
Countries
LDSF
USA
23.06%
Other
76.94%
IBMX
USA
24.23%
Other
75.77%
Sectors
LDSF
Finance
10.35%
Other
89.65%
IBMX
Municipal
23.77%
Other
76.23%
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Diversification
LDSF
Total weight of top 15 holdings out of 15
64.92%
IBMX
Total weight of top 15 holdings out of 15
23.03%
Top 15 holdings
Data as of August 31, 2026
LDSF
US33739Q2003
32.86%
US33738D4088
11.96%
US33738D3098
6.54%
US33738D7701
4.96%
US33739P2020
3.04%
US33739Q4082
3.01%
MSCI Inc, 4% 15nov2029, USD
0.45%
CrowdStrike Holdings, 3% 15feb2029, USD
0.42%
1011778 B.C., 5.625% 15sep2029, USD
0.29%
Smurfit Kappa Group, 5.2% 15jan2030, USD
0.26%
Constellation Software, 5.158% 16feb2029, USD
0.26%
Berry Global, 5.5% 15apr2028, USD
0.23%
IQVIA Inc., 5.7% 15may2028, USD
0.22%
ABC Supply, 4% 15jan2028, USD
0.22%
Mozart Debt Merger Sub, 3.875% 1apr2029, USD
0.21%
IBMX
California, 5% 1oct2035, USD
2.46%
University of Texas, 5% 15aug2036, USD (2025B)
2.01%
Massachusetts Development Finance Agency, 5% 15may2055, USD (2025A-2)
1.86%
US677523RD66
1.77%
US546585XM77
1.49%
University of California, 5% 15may2038, USD (2025)
1.46%
Maryland, 5% 1jun2039, USD (2025)
1.44%
Greater Chicago Metropolitan Water Reclamation District, 5.25% 1dec2035, USD
1.42%
US041431YV32
1.40%
US64990KHR77
1.38%
US438687N683
1.30%
US46613SSM34
1.29%
US29270C5S06
1.28%
Los Angeles Unified School District, 5% 1jul2039, USD (2024QRR)
1.26%
Texas Transportation Commission, 5% 1oct2036, USD (2025)
1.21%
Frequently asked questions about LDSF and IBMX
Which ETF is bigger: LDSF or IBMX?
As of October 16, 2026, LDSF holds $158.21 M in assets under management (AUM), while IBMX manages $17.93 M.
What sectors do the LDSF and IBMX ETFs invest in?
LDSF leans toward sectors like Finance. Meanwhile, IBMX focuses on Municipal.
What are the top holdings of the LDSF ETF and IBMX ETF?
LDSF top holdings include US33739Q2003, US33738D4088 and US33738D3098. IBMX holds in its top three: California, 5% 1oct2035, USD, University of Texas, 5% 15aug2036, USD (2025B) and Massachusetts Development Finance Agency, 5% 15may2055, USD (2025A-2).
Which ETF is more diversified: LDSF or IBMX?
LDSF holds 3449 securities with 64.92% of its assets in the top 15. IBMX has 160 securities and a top 15 weight of 23.03%.
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