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STOT vs FTBD

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

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

State Street Investment Management

Annual cost

0.45%

Fund size

$428M

FTBD

Fidelity Tactical Bond ETF

Fidelity Investments

Annual cost

0.55%

Fund size

$37M

Key differences

  • STOT costs 0.10% less per year.
  • STOT is significantly larger than FTBD — larger funds tend to be more liquid and less likely to close.
  • STOT covers north america markets; FTBD covers global.
  • STOT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

STOTFTBD
Annual cost (TER)0.45%0.55%
Fund size (AUM)$428M$37M
Since20162023
Dividend yield4.40%5.05%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+7.3%
CAGR 3Y+5.4%+5.2%
CAGR 5Y+2.8%N/A
Sharpe 3Y1.070.30
Volatility 1Y1.38%4.37%
Max drawdown-6.07%-6.98%

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

Similar to STOT and FTBD