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
1
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
6
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 |
---|
KMLM Overweight 1 Positions Relative to LDSF
Symbol | Grade | Weight | |
---|---|---|---|
SCHO | B | 51.37% |
KMLM: Top Represented Industries & Keywords
LDSF: Top Represented Industries & Keywords