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HCMT vs STOT
Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF vs State Street DoubleLine Short Duration Total Return Tactical ETF
Key differences
- STOT costs 0.73% less per year.
- HCMT is classified as equity, while STOT is fixed income — different risk/return profiles.
- HCMT follows a tactical allocation strategy; STOT uses index tracking.
- STOT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HCMT | STOT | |
|---|---|---|
| Annual cost (TER) | 1.18% | 0.45% |
| Fund size (AUM) | $551M | $428M |
| Since | 2023 | 2016 |
| Dividend yield | 0.43% | 4.40% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +42.3% | +4.5% |
| CAGR 3Y | N/A | +5.4% |
| CAGR 5Y | N/A | +2.8% |
| Sharpe 3Y | N/A | 1.07 |
| Volatility 1Y | 24.51% | 1.38% |
| Max drawdown | -36.26% | -6.07% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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