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SPTU vs STOT

State Street SPDR Portfolio Ultra Short T-Bill ETF vs State Street DoubleLine Short Duration Total Return Tactical ETF

SPTU

State Street SPDR Portfolio Ultra Short T-Bill ETF

Annual cost

0.00%

Fund size

$14M

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

Annual cost

0.45%

Fund size

$461M

Key differences

Both SPTU and STOT are fixed income ETFs. SPTU charges 0.00% a year and STOT 0.45%. The main difference: SPTU follows a index tracking strategy; STOT uses active selection.

  • SPTU follows a index tracking strategy; STOT uses active selection.
  • SPTU costs 0.45% less per year.
  • STOT is much larger than SPTU. Larger funds are usually more liquid and less likely to close.
  • STOT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPTUSTOT
Annual cost (TER)0.00%0.45%
Fund size (AUM)$14M$461M
Since20252016
Dividend yield4.41%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/A+4.3%
CAGR 3YN/A+5.3%
CAGR 5YN/A+2.8%
Sharpe 3YN/A1.04
Volatility 1Y1.11%
Max drawdown-0.04%-6.07%

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

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