LDSF vs. REM ETF Comparison

Comparison of First Trust Low Duration Strategic Focus ETF (LDSF) to iShares Mortgage Real Estate Capped ETF (REM)
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

$18.82

Average Daily Volume

24,016

Number of Holdings *

7

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

iShares Mortgage Real Estate Capped ETF

REM Description The investment seeks to track the investment results of an index composed of U.S. real estate investment trusts ("REITs") that hold U.S. residential and commercial mortgages. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the residential and commercial mortgage real estate, mortgage finance and savings associations sectors of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$22.96

Average Daily Volume

408,343

Number of Holdings *

33

* may have additional holdings in another (foreign) market
Performance
Period LDSF REM
30 Days -0.32% 0.59%
60 Days -1.36% -3.04%
90 Days -0.33% -0.68%
12 Months 6.34% 12.49%
0 Overlapping Holdings
Symbol Grade Weight in LDSF Weight in REM Overlap
LDSF Overweight 7 Positions Relative to REM
Symbol Grade Weight
LMBS D 35.01%
FSIG C 34.97%
HYLS C 12.13%
FTSM B 6.57%
FTSL B 3.01%
FEMB F 2.36%
IEI D 1.93%
LDSF Underweight 33 Positions Relative to REM
Symbol Grade Weight
NLY C -15.54%
AGNC D -11.23%
STWD C -9.72%
RITM C -8.6%
ABR C -5.06%
BXMT C -4.71%
LADR B -3.13%
ARI C -3.09%
TWO D -2.86%
CIM D -2.81%
RC D -2.76%
PMT D -2.71%
MFA D -2.67%
FBRT C -2.51%
EFC C -2.42%
RWT D -2.22%
DX B -2.2%
ARR D -2.18%
BRSP B -1.9%
KREF D -1.59%
CMTG F -1.34%
ORC B -1.33%
NYMT C -1.28%
TRTX B -1.25%
IVR F -0.95%
ACRE C -0.9%
REFI A -0.64%
GPMT C -0.41%
AFCG D -0.39%
SEVN D -0.39%
NREF A -0.33%
AOMR D -0.26%
SUNS C -0.2%
Compare ETFs