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Screener

STOT vs GTO

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

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

Annual cost

0.45%

Fund size

$461M

GTO

Invesco Total Return Bond ETF

Annual cost

0.35%

Fund size

$2.3B

Key differences

Both STOT and GTO are fixed income ETFs. STOT charges 0.45% a year and GTO 0.35%. The main difference: GTO costs 0.10% less per year.

  • GTO costs 0.10% less per year.
  • GTO is much larger than STOT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

STOTGTO
Annual cost (TER)0.45%0.35%
Fund size (AUM)$461M$2.3B
Since20162016
Dividend yield4.41%4.75%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.3%+6.0%
CAGR 3Y+5.3%+5.0%
CAGR 5Y+2.8%+0.1%
Sharpe 3Y1.040.30
Volatility 1Y1.11%3.41%
Max drawdown-6.07%-20.75%

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

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