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TLDR vs TOTL

The Laddered T-Bill ETF vs State Street DoubleLine Total Return Tactical ETF

TLDR

The Laddered T-Bill ETF

Annual cost

0.20%

Fund size

$6M

TOTL

State Street DoubleLine Total Return Tactical ETF

Annual cost

0.55%

Fund size

$4.2B

Key differences

Both TLDR and TOTL are fixed income ETFs. TLDR charges 0.20% a year and TOTL 0.55%. The main difference: TLDR costs 0.35% less per year.

  • TLDR costs 0.35% less per year.
  • TOTL is much larger than TLDR. Larger funds are usually more liquid and less likely to close.
  • TOTL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TLDRTOTL
Annual cost (TER)0.20%0.55%
Fund size (AUM)$6M$4.2B
Since20262015
Dividend yield5.27%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+4.5%
CAGR 3YN/A+4.6%
CAGR 5YN/A+0.7%
Sharpe 3YN/A0.20
Volatility 1Y3.43%
Max drawdown-0.05%-16.47%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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