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FSIG vs STOT

First Trust Limited Duration Investment Grade Corporate ETF vs State Street DoubleLine Short Duration Total Return Tactical ETF

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

Annual cost

0.44%

Fund size

$1.5B

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

Annual cost

0.45%

Fund size

$461M

Key differences

Both FSIG and STOT are fixed income ETFs. FSIG charges 0.44% a year and STOT 0.45%. The main difference: FSIG follows a index tracking strategy; STOT uses active selection.

  • FSIG follows a index tracking strategy; STOT uses active selection.
  • FSIG is much larger than STOT. Larger funds are usually more liquid and less likely to close.
  • STOT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FSIGSTOT
Annual cost (TER)0.44%0.45%
Fund size (AUM)$1.5B$461M
Since20212016
Dividend yield4.60%4.41%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.2%+4.3%
CAGR 3Y+5.3%+5.3%
CAGR 5YN/A+2.8%
Sharpe 3Y0.601.04
Volatility 1Y2.24%1.11%
Max drawdown-6.89%-6.07%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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