Screener
MSTQ vs STOT
LHA Market State Tactical Q ETF vs State Street DoubleLine Short Duration Total Return Tactical ETF
Key differences
MSTQ is an alternative ETF, while STOT is a fixed income ETF. MSTQ charges 1.55% a year and STOT 0.45%.
- MSTQ is an alternative fund, while STOT is a fixed income fund. They carry different risk/return profiles.
- MSTQ follows a option income strategy; STOT uses active selection.
- STOT costs 1.10% less per year.
- STOT is much larger than MSTQ. Larger funds are usually more liquid and less likely to close.
- Over the last three years, MSTQ has delivered higher annualized returns.
- STOT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MSTQ | STOT | |
|---|---|---|
| Annual cost (TER) | 1.55% | 0.45% |
| Fund size (AUM) | $39M | $461M |
| Since | 2022 | 2016 |
| Dividend yield | 0.65% | 4.41% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +27.0% | +4.3% |
| CAGR 3Y | +23.5% | +5.3% |
| CAGR 5Y | N/A | +2.8% |
| Sharpe 3Y | 1.14 | 1.04 |
| Volatility 1Y | 15.40% | 1.11% |
| Max drawdown | -31.05% | -6.07% |
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