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DBND vs STOT

DoubleLine Opportunistic Core Bond ETF vs State Street DoubleLine Short Duration Total Return Tactical ETF

DBND

DoubleLine Opportunistic Core Bond ETF

DoubleLine ETF Trust

Annual cost

0.45%

Fund size

$720M

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

State Street Investment Management

Annual cost

0.45%

Fund size

$428M

Key differences

  • DBND follows a active selection strategy; STOT uses index tracking.
  • Over the last 3 years, STOT has delivered higher annualized returns.
  • STOT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DBNDSTOT
Annual cost (TER)0.45%0.45%
Fund size (AUM)$720M$428M
Since20222016
Dividend yield4.78%4.40%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.3%+4.5%
CAGR 3Y+4.3%+5.4%
CAGR 5YN/A+2.8%
Sharpe 3Y0.161.07
Volatility 1Y3.33%1.38%
Max drawdown-9.19%-6.07%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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