Screener
STOT vs MSTB
State Street DoubleLine Short Duration Total Return Tactical ETF vs LHA Market State Tactical Beta ETF
Key differences
STOT is a fixed income ETF, while MSTB is an equity ETF. STOT charges 0.45% a year and MSTB 1.38%.
- STOT is a fixed income fund, while MSTB is an equity fund. They carry different risk/return profiles.
- STOT costs 0.93% less per year.
- Over the last three years, MSTB has delivered higher annualized returns.
Side-by-side comparison
| STOT | MSTB | |
|---|---|---|
| Annual cost (TER) | 0.45% | 1.38% |
| Fund size (AUM) | $461M | $197M |
| Since | 2016 | 2020 |
| Dividend yield | 4.41% | 0.38% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.3% | +17.4% |
| CAGR 3Y | +5.3% | +17.8% |
| CAGR 5Y | +2.8% | +8.2% |
| Sharpe 3Y | 1.04 | 1.14 |
| Volatility 1Y | 1.11% | 10.59% |
| Max drawdown | -6.07% | -25.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.