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STOT vs FLDR

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

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

State Street Investment Management

Annual cost

0.45%

Fund size

$428M

FLDR

Fidelity Low Duration Bond Factor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$1.4B

Key differences

  • FLDR costs 0.30% less per year.
  • FLDR is significantly larger than STOT — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

STOTFLDR
Annual cost (TER)0.45%0.15%
Fund size (AUM)$428M$1.4B
Since20162018
Dividend yield4.40%4.49%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+4.9%
CAGR 3Y+5.4%+5.5%
CAGR 5Y+2.8%+3.8%
Sharpe 3Y1.071.78
Volatility 1Y1.38%0.81%
Max drawdown-6.07%-12.23%

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

Similar to STOT and FLDR