LMBSvsJMTGETF Comparison
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First Trust Low Duration Mortgage Opportunities ETF (LMBS) and JPMorgan Mortgage-Backed Securities ETF (JMTG) belong to the same industry segment: MBS & ABS. In contrast, JMTG's top sector exposures are Industrials, Sovereign and Finance. LMBS is more expensive with a Total Expense Ratio (TER) of 0.66%, versus 0.37% for JMTG. LMBS is up 2.7% year-to-date (YTD) with +$995M in YTD flows. JMTG performs worse with 0.48% YTD performance, and +$639M in YTD flows. Run a side-by-side ETF comparison of LMBS and JMTG 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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LMBS vs JMTG performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 11/04/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LMBS JMTG | +1.66%+2.92% | -0.38%-0.31% | +2.70%+0.48% | +3.14%+1.09% | +15.25%n/a | +13.34%n/a |
| Flows | LMBS JMTG | +$88M-$50M | +$285M+$127M | +$995M+$639M | +$1.11B+$833M | +$2.59B- | +$35M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LMBS JMTG | +2.92%+4.67% | +2.48%+3.95% | +2.55%n/a | +2.70%n/a |
| Max drawdown | LMBS JMTG | -2.21%-3.55% | -2.21%-4.61% | -2.21%n/a | -5.76%n/a |
| Max drawdown duration | LMBS JMTG | 77d71d | 77d248d | 77dn/a | 765dn/a |
Trading data
LMBS | JMTG | |
Last sale 11/5/2026 at 2:30 PM | $49.15 | $49.40 |
| Previous close 11/04/2026 | $49.06 | $49.31 |
| Consolidated volume 11/04/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 11/5/2026 at 2:30 PM
Live
Closed
LMBS | JMTG | |
|---|---|---|
| Last price | $49.15 | $49.40 |
| 1D performance | +0.17% | +0.18% |
| AuM | $6.59 B | $6.83 B |
| E/R | 0.66% | 0.37% |
Characteristics
LMBS | JMTG | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | First Trust | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | 56 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 4, 2014 | June 27, 2025 |
| ESG | No | No |
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Exposure
Countries
LMBS
Data will be available soon
JMTG
Other
100%
Sectors
LMBS
Data will be available soon
JMTG
Other
100%
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Diversification
LMBS
Data will be available soon
JMTG
Total weight of top 15 holdings out of 15
9.61%
Top 15 holdings
Data as of January 1, 1970
LMBS
Data will be available soon
JMTG
US01F0506A92
2.69%
US01F0226A83
1.04%
USA, Bonds 3.625% 15aug2043, USD
0.68%
US3140QL6V31
0.62%
US3136G5RF91
0.59%
US01F0526A56
0.57%
FN MA4096, 2.5% 1aug2050, USD (ABS)
0.48%
US36179XQR07
0.44%
US3136G5RC60
0.44%
G2 MA8147, 2.5% 20jul2052, USD (ABS)
0.42%
US46664MAH43
0.37%
US36179XDA19
0.37%
US3136BMXZ61
0.32%
US3140J1CP13
0.30%
US3136BVLQ99
0.29%
Frequently asked questions about LMBS and JMTG
How have the LMBS and JMTG ETFs performed in 2026?
As of November 4, 2026, LMBS is up 2.7% year-to-date (YTD), while JMTG has returned 0.48%. That puts LMBS better performer ahead so far this year.
Which ETF is attracting more investor money: LMBS or JMTG?
Year-to-date, the LMBS ETF saw +$995M in flows, compared to +$639M for JMTG.
Which ETF is more volatile: LMBS or JMTG?
Over the past year, LMBS had a volatility of 2.48%, while JMTG experienced 3.95%.
Which ETF is bigger: LMBS or JMTG?
As of November 4, 2026, LMBS holds $6.59 B in assets under management (AUM), while JMTG manages $6.83 B.
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