Screener
STOT vs LMBS
State Street DoubleLine Short Duration Total Return Tactical ETF vs First Trust Low Duration Opportunities ETF
Key differences
Both STOT and LMBS are fixed income ETFs. STOT charges 0.45% a year and LMBS 0.66%. The main difference: STOT follows a active selection strategy; LMBS uses index tracking.
- STOT follows a active selection strategy; LMBS uses index tracking.
- STOT costs 0.21% less per year.
- LMBS is much larger than STOT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| STOT | LMBS | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.66% |
| Fund size (AUM) | $461M | $6.3B |
| Since | 2016 | 2014 |
| Dividend yield | 4.41% | 4.10% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.3% | +5.9% |
| CAGR 3Y | +5.3% | +5.8% |
| CAGR 5Y | +2.8% | +3.1% |
| Sharpe 3Y | 1.04 | 0.83 |
| Volatility 1Y | 1.11% | 1.94% |
| Max drawdown | -6.07% | -6.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.