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LDSF vs TOTL

First Trust Low Duration Strategic Focus ETF vs State Street DoubleLine Total Return Tactical ETF

LDSF

First Trust Low Duration Strategic Focus ETF

Annual cost

0.77%

Fund size

$162M

TOTL

State Street DoubleLine Total Return Tactical ETF

Annual cost

0.55%

Fund size

$4.2B

Key differences

Both LDSF and TOTL are fixed income ETFs. LDSF charges 0.77% a year and TOTL 0.55%. The main difference: TOTL costs 0.22% less per year.

  • TOTL costs 0.22% less per year.
  • TOTL is much larger than LDSF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LDSFTOTL
Annual cost (TER)0.77%0.55%
Fund size (AUM)$162M$4.2B
Since20192015
Dividend yield4.62%5.27%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.9%+4.5%
CAGR 3Y+5.4%+4.6%
CAGR 5Y+2.4%+0.7%
Sharpe 3Y0.620.20
Volatility 1Y2.04%3.43%
Max drawdown-8.56%-16.47%

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

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