RMIF vs. LDSF ETF Comparison

Comparison of LHA Risk-Managed Income ETF (RMIF) to First Trust Low Duration Strategic Focus ETF (LDSF)

RMIF

LHA Risk-Managed Income ETF

RMIF Description

The fund is an actively-managed "fund of funds" and seeks to achieve its investment objective by investing primarily in other investment companies, including other actively managed exchange-traded funds ("ETFs") and index-based ETFs (collectively, "Underlying Investments"), that provide exposure to a broad range of fixed income asset classes. The fund may also invest in cash, cash equivalents, or money market funds.

Grade (RS Rating)

Last Trade

$25.40

Average Daily Volume

2,521

Number of Holdings ^*

4

* 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

$18.82

Average Daily Volume

49,359

Number of Holdings ^*

7

* may have additional holdings in another (foreign) market

Performance

Period	RMIF	LDSF
30 Days	0.65%	-0.23%
60 Days	1.14%	-1.10%
90 Days	2.41%	0.15%
12 Months	8.06%	6.60%

1 Overlapping Holdings

	Symbol	Grade	Weight in RMIF	Weight in LDSF	Overlap
	FTSL	A	19.39%	3.01%	3.01%

RMIF Overweight 3 Positions Relative to LDSF

	Symbol	Grade	Weight
	BKLN	A	20.26%
	SJNK	A	20.15%
	SRLN	A	20.09%

RMIF Underweight 6 Positions Relative to LDSF

	Symbol	Grade	Weight
	FSIG	C	-35.0%
	LMBS	C	-34.98%
	HYLS	A	-12.13%
	FTSM	A	-6.57%
	FEMB	F	-2.36%
	IEI	D	-1.93%

RMIF: Top Represented Industries & Keywords

Industries:

Keywords: ETF Exchange Traded Fund Asset Backed Security Bank Loans Barclays Blackstone Bond Bond Market Index Bond Market Indices Debt Securities Exchange Traded Funds High Yield Debt Index Fund Invesco Powershares Loan Mortgage Backed Security State Street Global Advisors Structured Finance iBoxx

LDSF: Top Represented Industries & Keywords

Industries:

Keywords: Exchange Traded Fund ETF Debt Securities Structured Finance Banking Bond Bond Market Government Bonds Mortgage Backed Security Asset And Liability Management Asset Backed Security Bank Loans Bear Market ETF Bloomberg Barclays Us Aggregate Bond Index Bond Market Index Commercial Mortgage Currency Debt Distressed Securities Financial Market