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FTBD vs STOT

Fidelity Tactical Bond ETF vs State Street DoubleLine Short Duration Total Return Tactical ETF

FTBD

Fidelity Tactical Bond ETF

Fidelity Investments

Annual cost

0.55%

Fund size

$37M

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

State Street Investment Management

Annual cost

0.45%

Fund size

$428M

Key differences

  • STOT costs 0.10% less per year.
  • STOT is significantly larger than FTBD — larger funds tend to be more liquid and less likely to close.
  • FTBD covers global markets; STOT covers north america.
  • STOT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTBDSTOT
Annual cost (TER)0.55%0.45%
Fund size (AUM)$37M$428M
Since20232016
Dividend yield5.05%4.40%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.3%+4.5%
CAGR 3Y+5.2%+5.4%
CAGR 5YN/A+2.8%
Sharpe 3Y0.301.07
Volatility 1Y4.37%1.38%
Max drawdown-6.98%-6.07%

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

Similar to FTBD and STOT