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SPSB vs STOT

State Street SPDR Portfolio Short Term Corporate Bond ETF vs State Street DoubleLine Short Duration Total Return Tactical ETF

SPSB

State Street SPDR Portfolio Short Term Corporate Bond ETF

Annual cost

0.04%

Fund size

$10.2B

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

Annual cost

0.45%

Fund size

$461M

Key differences

Both SPSB and STOT are fixed income ETFs. SPSB charges 0.04% a year and STOT 0.45%. The main difference: SPSB follows a index tracking strategy; STOT uses active selection.

  • SPSB follows a index tracking strategy; STOT uses active selection.
  • SPSB costs 0.41% less per year.
  • SPSB is much larger than STOT. Larger funds are usually more liquid and less likely to close.
  • SPSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPSBSTOT
Annual cost (TER)0.04%0.45%
Fund size (AUM)$10.2B$461M
Since20092016
Dividend yield4.40%4.41%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.4%+4.3%
CAGR 3Y+5.4%+5.3%
CAGR 5Y+2.7%+2.8%
Sharpe 3Y1.041.04
Volatility 1Y1.33%1.11%
Max drawdown-11.75%-6.07%

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

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