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STOT vs LGOV

State Street DoubleLine Short Duration Total Return Tactical ETF vs First Trust Long Duration Opportunities ETF

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

Annual cost

0.45%

Fund size

$461M

LGOV

First Trust Long Duration Opportunities ETF

Annual cost

0.49%

Fund size

$664M

Key differences

Both STOT and LGOV are fixed income ETFs. STOT charges 0.45% a year and LGOV 0.49%. The main difference: STOT follows a active selection strategy; LGOV uses index tracking.

  • STOT follows a active selection strategy; LGOV uses index tracking.
  • Over the last three years, STOT has delivered higher annualized returns.

Side-by-side comparison

STOTLGOV
Annual cost (TER)0.45%0.49%
Fund size (AUM)$461M$664M
Since20162019
Dividend yield4.41%4.25%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+5.5%
CAGR 3Y+5.3%+2.8%
CAGR 5Y+2.8%-1.7%
Sharpe 3Y1.04-0.04
Volatility 1Y1.11%7.02%
Max drawdown-6.07%-30.85%

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

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