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Screener

STOT vs FSIG

State Street DoubleLine Short Duration Total Return Tactical ETF vs First Trust Limited Duration Investment Grade Corporate ETF

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

Annual cost

0.45%

Fund size

$461M

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

Annual cost

0.44%

Fund size

$1.5B

Key differences

Both STOT and FSIG are fixed income ETFs. STOT charges 0.45% a year and FSIG 0.44%. The main difference: STOT follows a active selection strategy; FSIG uses index tracking.

  • STOT follows a active selection strategy; FSIG uses index tracking.
  • FSIG is much larger than STOT. 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

STOTFSIG
Annual cost (TER)0.45%0.44%
Fund size (AUM)$461M$1.5B
Since20162021
Dividend yield4.41%4.60%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+4.2%
CAGR 3Y+5.3%+5.3%
CAGR 5Y+2.8%N/A
Sharpe 3Y1.040.60
Volatility 1Y1.11%2.24%
Max drawdown-6.07%-6.89%

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

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