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SPTL vs STOT

State Street SPDR Portfolio Long Term Treasury ETF vs State Street DoubleLine Short Duration Total Return Tactical ETF

SPTL

State Street SPDR Portfolio Long Term Treasury ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$10.5B

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

State Street Investment Management

Annual cost

0.45%

Fund size

$428M

Key differences

  • SPTL costs 0.42% less per year.
  • SPTL is significantly larger than STOT — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, STOT has delivered higher annualized returns.
  • SPTL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPTLSTOT
Annual cost (TER)0.03%0.45%
Fund size (AUM)$10.5B$428M
Since20072016
Dividend yield4.20%4.40%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.7%+4.5%
CAGR 3Y-1.2%+5.4%
CAGR 5Y-5.1%+2.8%
Sharpe 3Y-0.311.07
Volatility 1Y9.08%1.38%
Max drawdown-46.20%-6.07%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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