LMBSvsJPLDETF Comparison
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First Trust Low Duration Mortgage Opportunities ETF (LMBS) and JPMorgan Limited Duration Bond ETF (JPLD) belong to the same industry segment: MBS & ABS. In contrast, JPLD's top sector exposures are Finance, Industrials and Sovereign. LMBS is more expensive with a Total Expense Ratio (TER) of 0.66%, versus 0.33% for JPLD. LMBS is up 2.77% year-to-date (YTD) with +$1,000M in YTD flows. JPLD performs worse with 2.2% YTD performance, and +$1.23B in YTD flows. Run a side-by-side ETF comparison of LMBS and JPLD 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 JPLD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 11/05/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LMBS JPLD | +1.73%+1.16% | -0.32%+0.55% | +2.77%+2.20% | +3.36%+3.12% | +15.33%+17.86% | +13.41%n/a |
| Flows | LMBS JPLD | +$93M+$124M | +$283M+$277M | +$1,000M+$1.23B | +$1.11B+$1.24B | +$2.60B+$3.43B | +$40M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LMBS JPLD | +2.92%+1.66% | +2.48%+1.36% | +2.55%+1.43% | +2.70%n/a |
| Max drawdown | LMBS JPLD | -2.21%-1.05% | -2.21%-1.05% | -2.21%-1.05% | -5.76%n/a |
| Max drawdown duration | LMBS JPLD | 78d70d | 78d70d | 78d70d | 765dn/a |
Trading data
LMBS | JPLD | |
Last sale 11/6/2026 at 2:30 PM | $49.14 | |
| Previous close 11/04/2026 | $49.10 | |
| 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 11/6/2026 at 2:30 PM
Live
Closed
LMBS | JPLD | |
|---|---|---|
| Last price | $49.14 | – |
| 1D performance | +0.08% | – |
| AuM | $6.60 B | $4.20 B |
| E/R | 0.66% | 0.33% |
Characteristics
LMBS | JPLD | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | First Trust | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | 125 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 4, 2014 | July 28, 2023 |
| ESG | No | No |
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Exposure
Countries
LMBS
Data will be available soon
JPLD
USA
20.88%
Other
79.12%
Sectors
LMBS
Data will be available soon
JPLD
Finance
9.1%
Industrials
8.2%
Sovereign
7.88%
Other
74.83%
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Diversification
LMBS
Data will be available soon
JPLD
Total weight of top 15 holdings out of 15
14.72%
Top 15 holdings
Data as of January 1, 1970
LMBS
Data will be available soon
JPLD
US91282CRL71
2.18%
USA, Notes 3.625% 31aug2027, USD (BG-2027)
2.00%
USA, Notes 3.5% 31jan2028, USD (U-2028)
1.94%
USA, Notes 3.375% 29feb2028, USD (AY-2028)
1.19%
USA, Notes 3.375% 30nov2027, USD (BL-2027)
1.12%
US74334RAA05
0.75%
US3136BQ5S44
0.71%
US3140NYGM71
0.66%
US3140W1MC43
0.64%
US20754XAA19
0.62%
US3142JCAC46
0.60%
USA, Notes 4.125% 30jun2028, USD (BD-2028)
0.59%
US31418FTJ65
0.58%
USA, Notes 3.75% 30jun2027, USD (BD-2027)
0.57%
US74331VAA44
0.57%
Frequently asked questions about LMBS and JPLD
How have the LMBS and JPLD ETFs performed in 2026?
As of November 5, 2026, LMBS is up 2.77% year-to-date (YTD), while JPLD has returned 2.2%. That puts LMBS better performer ahead so far this year.
Which ETF is attracting more investor money: LMBS or JPLD?
Year-to-date, the LMBS ETF saw +$1,000M in flows, compared to +$1.23B for JPLD.
Which ETF is more volatile: LMBS or JPLD?
Over the past year, LMBS had a volatility of 2.48%, while JPLD experienced 1.36%.
Which ETF is bigger: LMBS or JPLD?
As of November 5, 2026, LMBS holds $6.60 B in assets under management (AUM), while JPLD manages $4.20 B.
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