KMLM vs. LDSF ETF Comparison

Comparison of KFA Mount Lucas Index Strategy ETF (KMLM) to First Trust Low Duration Strategic Focus ETF (LDSF)
KMLM

KFA Mount Lucas Index Strategy ETF

KMLM Description

The investment seeks to provide a total return that, before fees and expenses, exceeds that of the KFA MLM Index over a complete market cycle. The fund seeks to achieve its goal by investing under normal circumstances in commodity, currency, and global fixed income futures contracts traded on U.S. and foreign exchanges that are the same as or similar to those included in the index and debt instruments. The index is a modified version of the MLM Index, which is an index constructed of a portfolio of commodity, currency, and global fixed income futures contracts traded on U.S. and foreign exchanges using a trend following methodology. It is non-diversified.

Grade (RS Rating)

Last Trade

$29.89

Average Daily Volume

92,157

Number of Holdings *

1

* may have additional holdings in another (foreign) market
LDSF

First Trust Low Duration Strategic Focus ETF

LDSF Description The investment seeks to generate current income, with a secondary objective of preservation of capital. Under normal market conditions, the fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including investment borrowings) in a portfolio of U.S.-listed exchange-traded funds ("ETFs") that principally invest in income-generating securities that provide it with a duration of three years or less. A significant portion of the ETFs in which the fund invests may be advised by First Trust. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$18.75

Average Daily Volume

48,149

Number of Holdings *

6

* may have additional holdings in another (foreign) market
Performance
Period KMLM LDSF
30 Days 2.01% 0.80%
60 Days 4.95% 0.65%
90 Days 3.71% 0.61%
12 Months 0.81% 5.60%
0 Overlapping Holdings
Symbol Grade Weight in KMLM Weight in LDSF Overlap
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