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STOT vs FBND

State Street DoubleLine Short Duration Total Return Tactical ETF vs Fidelity Total Bond ETF

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

State Street Investment Management

Annual cost

0.45%

Fund size

$428M

FBND

Fidelity Total Bond ETF

Fidelity Investments

Annual cost

0.36%

Fund size

$25.6B

Key differences

  • FBND costs 0.09% less per year.
  • FBND is significantly larger than STOT — larger funds tend to be more liquid and less likely to close.
  • STOT covers north america markets; FBND covers global.

Side-by-side comparison

STOTFBND
Annual cost (TER)0.45%0.36%
Fund size (AUM)$428M$25.6B
Since20162014
Dividend yield4.40%4.70%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+6.1%
CAGR 3Y+5.4%+4.5%
CAGR 5Y+2.8%+0.9%
Sharpe 3Y1.070.19
Volatility 1Y1.38%3.90%
Max drawdown-6.07%-17.25%

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

Similar to STOT and FBND