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SPSB vs TOTL

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

SPSB

State Street SPDR Portfolio Short Term Corporate Bond ETF

Annual cost

0.04%

Fund size

$10.2B

TOTL

State Street DoubleLine Total Return Tactical ETF

Annual cost

0.55%

Fund size

$4.2B

Key differences

Both SPSB and TOTL are fixed income ETFs. SPSB charges 0.04% a year and TOTL 0.55%. The main difference: SPSB follows a index tracking strategy; TOTL uses active selection.

  • SPSB follows a index tracking strategy; TOTL uses active selection.
  • SPSB costs 0.51% less per year.
  • SPSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPSBTOTL
Annual cost (TER)0.04%0.55%
Fund size (AUM)$10.2B$4.2B
Since20092015
Dividend yield4.40%5.27%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.4%+4.5%
CAGR 3Y+5.4%+4.6%
CAGR 5Y+2.7%+0.7%
Sharpe 3Y1.040.20
Volatility 1Y1.33%3.43%
Max drawdown-11.75%-16.47%

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

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