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LGOV vs TOTL

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

LGOV

First Trust Long Duration Opportunities ETF

Annual cost

0.49%

Fund size

$664M

TOTL

State Street DoubleLine Total Return Tactical ETF

Annual cost

0.55%

Fund size

$4.2B

Key differences

Both LGOV and TOTL are fixed income ETFs. LGOV charges 0.49% a year and TOTL 0.55%. The main difference: LGOV follows a index tracking strategy; TOTL uses active selection.

  • LGOV follows a index tracking strategy; TOTL uses active selection.
  • LGOV costs 0.06% less per year.
  • TOTL is much larger than LGOV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, TOTL has delivered higher annualized returns.

Side-by-side comparison

LGOVTOTL
Annual cost (TER)0.49%0.55%
Fund size (AUM)$664M$4.2B
Since20192015
Dividend yield4.25%5.27%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.5%+4.5%
CAGR 3Y+2.8%+4.6%
CAGR 5Y-1.7%+0.7%
Sharpe 3Y-0.040.20
Volatility 1Y7.02%3.43%
Max drawdown-30.85%-16.47%

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

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