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STOT vs HYLS

State Street DoubleLine Short Duration Total Return Tactical ETF vs First Trust Tactical High Yield ETF

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

State Street Investment Management

Annual cost

0.45%

Fund size

$428M

HYLS

First Trust Tactical High Yield ETF

First Trust

Annual cost

0.69%

Fund size

$1.6B

Key differences

  • STOT costs 0.24% less per year.
  • HYLS is significantly larger than STOT — larger funds tend to be more liquid and less likely to close.
  • STOT is classified as fixed income, while HYLS is alternative — different risk/return profiles.
  • STOT follows a index tracking strategy; HYLS uses long short.
  • Over the last 3 years, HYLS has delivered higher annualized returns.

Side-by-side comparison

STOTHYLS
Annual cost (TER)0.45%0.69%
Fund size (AUM)$428M$1.6B
Since20162013
Dividend yield4.40%6.65%
Asset classfixed incomealternative
Regionnorth america
Strategyindex trackinglong short
CAGR 1Y+4.5%+5.9%
CAGR 3Y+5.4%+7.9%
CAGR 5Y+2.8%+3.0%
Sharpe 3Y1.070.87
Volatility 1Y1.38%3.56%
Max drawdown-6.07%-22.99%

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

Similar to STOT and HYLS