Screener
SPTL vs LDSF
State Street SPDR Portfolio Long Term Treasury ETF vs First Trust Low Duration Strategic Focus ETF
Key differences
- SPTL costs 0.74% less per year.
- SPTL is significantly larger than LDSF — larger funds tend to be more liquid and less likely to close.
- SPTL follows a index tracking strategy; LDSF uses active selection.
- Over the last 3 years, LDSF has delivered higher annualized returns.
- SPTL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPTL | LDSF | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.77% |
| Fund size (AUM) | $10.5B | $160M |
| Since | 2007 | 2019 |
| Dividend yield | 4.20% | 4.61% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.7% | +5.4% |
| CAGR 3Y | -0.5% | +5.4% |
| CAGR 5Y | -4.9% | +2.4% |
| Sharpe 3Y | -0.25 | 0.63 |
| Volatility 1Y | 9.08% | 2.06% |
| Max drawdown | -46.20% | -8.56% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SPTL and LDSF
Explore further