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FLDR vs TOTL

Fidelity Low Duration Bond Factor ETF vs State Street DoubleLine Total Return Tactical ETF

FLDR

Fidelity Low Duration Bond Factor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$1.4B

TOTL

State Street DoubleLine Total Return Tactical ETF

State Street Investment Management

Annual cost

0.55%

Fund size

$4.2B

Key differences

  • FLDR costs 0.40% less per year.
  • FLDR follows a index tracking strategy; TOTL uses active selection.
  • Over the last 3 years, FLDR has delivered higher annualized returns.

Side-by-side comparison

FLDRTOTL
Annual cost (TER)0.15%0.55%
Fund size (AUM)$1.4B$4.2B
Since20182015
Dividend yield4.49%5.26%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.9%+5.2%
CAGR 3Y+5.5%+4.1%
CAGR 5Y+3.8%+0.6%
Sharpe 3Y1.780.11
Volatility 1Y0.81%3.47%
Max drawdown-12.23%-16.47%

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

Similar to FLDR and TOTL