LDSF vs. DYFI ETF Comparison

Comparison of First Trust Low Duration Strategic Focus ETF (LDSF) to IDX Dynamic Fixed Income ETF (DYFI)

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

$19.05

Average Daily Volume

52,644

Number of Holdings ^*

7

* may have additional holdings in another (foreign) market

DYFI

IDX Dynamic Fixed Income ETF

DYFI Description

The fund is an actively managed exchange traded fund ("ETF") that is a "fund of funds," meaning that it normally invests at least 80% of its net assets, including any borrowings for investment purposes, in other ETFs that invest in various sectors of the debt markets, including corporate bonds, U.S. government and agency securities, private debt, foreign bonds (including emerging markets), foreign sovereign bonds, convertible securities, Treasury Inflation Protected Securities (TIPS), bank loans, asset-backed securities, mortgage-backed securities, and cash equivalent instruments. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$23.76

Average Daily Volume

12,177

Number of Holdings ^*

5

* may have additional holdings in another (foreign) market

Performance

Period	LDSF	DYFI
30 Days	0.27%	0.31%
60 Days	1.33%	0.96%
90 Days	2.76%	0.99%
12 Months	8.98%

0 Overlapping Holdings

	Symbol	Grade	Weight in LDSF	Weight in DYFI	Overlap

LDSF Overweight 7 Positions Relative to DYFI

	Symbol	Grade	Weight
	LMBS	D	35.03%
	FSIG	B	34.93%
	HYLS	B	10.05%
	FTSM	B	7.37%
	IEI	C	5.04%
	FTSL	A	4.89%
	FEMB	C	2.62%

LDSF Underweight 5 Positions Relative to DYFI

	Symbol	Grade	Weight
	HYG	B	-35.71%
	HYS	B	-26.99%
	LQD	B	-12.52%
	IEF	D	-12.41%
	TLT	D	-12.38%

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

DYFI: Top Represented Industries & Keywords

Industries:

Keywords: ETF Exchange Traded Fund Bond Bloomberg Barclays Us Aggregate Bond Index Bond Market Bond Market Indices Corporate Bond Credit Default Swap Index Government Bonds High Yield Debt U.S. Government U.S. Treasury iBoxx Bank Of America Debt Debt Securities Short Selling