Screener
LMBS vs STOT
First Trust Low Duration Opportunities ETF vs State Street DoubleLine Short Duration Total Return Tactical ETF
Key differences
Both LMBS and STOT are fixed income ETFs. LMBS charges 0.66% a year and STOT 0.45%. The main difference: LMBS follows a index tracking strategy; STOT uses active selection.
- LMBS follows a index tracking strategy; STOT uses active selection.
- STOT costs 0.21% less per year.
- LMBS is much larger than STOT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| LMBS | STOT | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.45% |
| Fund size (AUM) | $6.3B | $461M |
| Since | 2014 | 2016 |
| Dividend yield | 4.10% | 4.41% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.9% | +4.3% |
| CAGR 3Y | +5.8% | +5.3% |
| CAGR 5Y | +3.1% | +2.8% |
| Sharpe 3Y | 0.83 | 1.04 |
| Volatility 1Y | 1.94% | 1.11% |
| Max drawdown | -6.48% | -6.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.