Screener
BRTR vs TOTL
iShares Total Return Active ETF vs State Street DoubleLine Total Return Tactical ETF
Key differences
Both BRTR and TOTL are fixed income ETFs. BRTR charges 0.38% a year and TOTL 0.55%. The main difference: BRTR costs 0.17% less per year.
- BRTR costs 0.17% less per year.
- TOTL is much larger than BRTR. Larger funds are usually more liquid and less likely to close.
- TOTL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BRTR | TOTL | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.55% |
| Fund size (AUM) | $663M | $4.2B |
| Since | 2023 | 2015 |
| Dividend yield | 4.65% | 5.27% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.7% | +4.3% |
| CAGR 3Y | N/A | +4.2% |
| CAGR 5Y | N/A | +0.6% |
| Sharpe 3Y | N/A | 0.14 |
| Volatility 1Y | 3.63% | 3.40% |
| Max drawdown | -5.07% | -16.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.