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FTBD vs TOTL

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

FTBD

Fidelity Tactical Bond ETF

Fidelity Investments

Annual cost

0.55%

Fund size

$37M

TOTL

State Street DoubleLine Total Return Tactical ETF

State Street Investment Management

Annual cost

0.55%

Fund size

$4.2B

Key differences

  • TOTL is significantly larger than FTBD — larger funds tend to be more liquid and less likely to close.
  • FTBD covers global markets; TOTL covers north america.
  • FTBD follows a index tracking strategy; TOTL uses active selection.
  • Over the last 3 years, FTBD has delivered higher annualized returns.
  • TOTL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTBDTOTL
Annual cost (TER)0.55%0.55%
Fund size (AUM)$37M$4.2B
Since20232015
Dividend yield5.05%5.26%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyindex trackingactive selection
CAGR 1Y+7.3%+5.2%
CAGR 3Y+5.2%+4.1%
CAGR 5YN/A+0.6%
Sharpe 3Y0.300.11
Volatility 1Y4.37%3.47%
Max drawdown-6.98%-16.47%

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

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