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STOT vs TOTL

State Street DoubleLine Short Duration Total Return Tactical ETF vs State Street DoubleLine Total Return Tactical ETF

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

State Street Investment Management

Annual cost

0.45%

Fund size

$428M

TOTL

State Street DoubleLine Total Return Tactical ETF

State Street Investment Management

Annual cost

0.55%

Fund size

$4.2B

Key differences

  • STOT costs 0.10% less per year.
  • TOTL is significantly larger than STOT — larger funds tend to be more liquid and less likely to close.
  • STOT follows a index tracking strategy; TOTL uses active selection.
  • Over the last 3 years, STOT has delivered higher annualized returns.

Side-by-side comparison

STOTTOTL
Annual cost (TER)0.45%0.55%
Fund size (AUM)$428M$4.2B
Since20162015
Dividend yield4.40%5.26%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.5%+5.2%
CAGR 3Y+5.4%+4.1%
CAGR 5Y+2.8%+0.6%
Sharpe 3Y1.070.11
Volatility 1Y1.38%3.47%
Max drawdown-6.07%-16.47%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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