Screener
STOT vs MSTQ
State Street DoubleLine Short Duration Total Return Tactical ETF vs LHA Market State Tactical Q ETF
Key differences
STOT is a fixed income ETF, while MSTQ is an alternative ETF. STOT charges 0.45% a year and MSTQ 1.55%.
- STOT is a fixed income fund, while MSTQ is an alternative fund. They carry different risk/return profiles.
- STOT follows a active selection strategy; MSTQ uses option income.
- STOT costs 1.10% less per year.
- STOT is much larger than MSTQ. Larger funds are usually more liquid and less likely to close.
- Over the last three years, MSTQ has delivered higher annualized returns.
- STOT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STOT | MSTQ | |
|---|---|---|
| Annual cost (TER) | 0.45% | 1.55% |
| Fund size (AUM) | $461M | $39M |
| Since | 2016 | 2022 |
| Dividend yield | 4.41% | 0.65% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +4.3% | +27.0% |
| CAGR 3Y | +5.3% | +23.5% |
| CAGR 5Y | +2.8% | N/A |
| Sharpe 3Y | 1.04 | 1.14 |
| Volatility 1Y | 1.11% | 15.40% |
| Max drawdown | -6.07% | -31.05% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.