Screener
STOT vs MSTI
State Street DoubleLine Short Duration Total Return Tactical ETF vs Madison Short-Term Strategic Income ETF
Key differences
Both STOT and MSTI are fixed income ETFs. STOT charges 0.45% a year and MSTI 0.36%. The main difference: MSTI costs 0.09% less per year.
- MSTI costs 0.09% less per year.
- STOT is much larger than MSTI. Larger funds are usually more liquid and less likely to close.
- STOT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STOT | MSTI | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.36% |
| Fund size (AUM) | $461M | $49M |
| Since | 2016 | 2023 |
| Dividend yield | 4.41% | 5.31% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.3% | +4.2% |
| CAGR 3Y | +5.3% | N/A |
| CAGR 5Y | +2.8% | N/A |
| Sharpe 3Y | 1.04 | N/A |
| Volatility 1Y | 1.11% | 2.44% |
| Max drawdown | -6.07% | -1.47% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.