Screener
STOT vs DDV
State Street DoubleLine Short Duration Total Return Tactical ETF vs Defined Duration 5 ETF
Key differences
Both STOT and DDV are fixed income ETFs. STOT charges 0.45% a year and DDV 0.25%. The main difference: DDV costs 0.20% less per year.
- DDV costs 0.20% less per year.
- STOT is much larger than DDV. 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
| STOT | DDV | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.25% |
| Fund size (AUM) | $461M | $15M |
| Since | 2016 | 2025 |
| Dividend yield | 4.41% | — |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.3% | N/A |
| CAGR 3Y | +5.3% | N/A |
| CAGR 5Y | +2.8% | N/A |
| Sharpe 3Y | 1.04 | N/A |
| Volatility 1Y | 1.11% | — |
| Max drawdown | -6.07% | -1.92% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.