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LGOV vs STOT

First Trust Long Duration Opportunities ETF vs State Street DoubleLine Short Duration Total Return Tactical ETF

LGOV

First Trust Long Duration Opportunities ETF

Annual cost

0.49%

Fund size

$664M

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

Annual cost

0.45%

Fund size

$461M

Key differences

Both LGOV and STOT are fixed income ETFs. LGOV charges 0.49% a year and STOT 0.45%. The main difference: LGOV follows a index tracking strategy; STOT uses active selection.

  • LGOV follows a index tracking strategy; STOT uses active selection.
  • Over the last three years, STOT has delivered higher annualized returns.

Side-by-side comparison

LGOVSTOT
Annual cost (TER)0.49%0.45%
Fund size (AUM)$664M$461M
Since20192016
Dividend yield4.25%4.41%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.5%+4.3%
CAGR 3Y+2.8%+5.3%
CAGR 5Y-1.7%+2.8%
Sharpe 3Y-0.041.04
Volatility 1Y7.02%1.11%
Max drawdown-30.85%-6.07%

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

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