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STOT vs DMX

State Street DoubleLine Short Duration Total Return Tactical ETF vs DoubleLine Multi-Sector Income ETF

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

State Street Investment Management

Annual cost

0.45%

Fund size

$428M

DMX

DoubleLine Multi-Sector Income ETF

DoubleLine ETF Trust

Annual cost

0.50%

Fund size

$85M

Key differences

  • STOT is significantly larger than DMX — larger funds tend to be more liquid and less likely to close.
  • STOT follows a index tracking strategy; DMX uses active selection.
  • STOT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

STOTDMX
Annual cost (TER)0.45%0.50%
Fund size (AUM)$428M$85M
Since20162024
Dividend yield4.40%5.79%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.5%+6.9%
CAGR 3Y+5.4%N/A
CAGR 5Y+2.8%N/A
Sharpe 3Y1.07N/A
Volatility 1Y1.38%2.25%
Max drawdown-6.07%-2.65%

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

Similar to STOT and DMX