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FTCB vs TOTL

First Trust Core Investment Grade ETF vs State Street DoubleLine Total Return Tactical ETF

FTCB

First Trust Core Investment Grade ETF

Annual cost

0.56%

Fund size

$2.5B

TOTL

State Street DoubleLine Total Return Tactical ETF

Annual cost

0.55%

Fund size

$4.2B

Key differences

Both FTCB and TOTL are fixed income ETFs. FTCB charges 0.56% a year and TOTL 0.55%. The main difference: TOTL has a longer track record, which may reduce uncertainty around long-term behavior.

  • TOTL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTCBTOTL
Annual cost (TER)0.56%0.55%
Fund size (AUM)$2.5B$4.2B
Since20232015
Dividend yield4.90%5.27%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.7%+4.5%
CAGR 3YN/A+4.6%
CAGR 5YN/A+0.7%
Sharpe 3YN/A0.20
Volatility 1Y4.03%3.43%
Max drawdown-4.99%-16.47%

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

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