Screener
MSTB vs STOT
LHA Market State Tactical Beta ETF vs State Street DoubleLine Short Duration Total Return Tactical ETF
Key differences
MSTB is an equity ETF, while STOT is a fixed income ETF. MSTB charges 1.38% a year and STOT 0.45%.
- MSTB is an equity fund, while STOT is a fixed income fund. They carry different risk/return profiles.
- STOT costs 0.93% less per year.
- Over the last three years, MSTB has delivered higher annualized returns.
Side-by-side comparison
| MSTB | STOT | |
|---|---|---|
| Annual cost (TER) | 1.38% | 0.45% |
| Fund size (AUM) | $197M | $461M |
| Since | 2020 | 2016 |
| Dividend yield | 0.38% | 4.41% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.4% | +4.3% |
| CAGR 3Y | +17.8% | +5.3% |
| CAGR 5Y | +8.2% | +2.8% |
| Sharpe 3Y | 1.14 | 1.04 |
| Volatility 1Y | 10.59% | 1.11% |
| Max drawdown | -25.64% | -6.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.