Screener
TOTL vs FDAT
State Street DoubleLine Total Return Tactical ETF vs Tactical Advantage ETF
Key differences
Both TOTL and FDAT are fixed income ETFs. TOTL charges 0.55% a year and FDAT 0.78%. The main difference: TOTL follows a active selection strategy; FDAT uses tactical allocation.
- TOTL follows a active selection strategy; FDAT uses tactical allocation.
- TOTL costs 0.23% less per year.
- TOTL is much larger than FDAT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FDAT has delivered higher annualized returns.
- TOTL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TOTL | FDAT | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.78% |
| Fund size (AUM) | $4.2B | $36M |
| Since | 2015 | 2023 |
| Dividend yield | 5.27% | 5.63% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | +4.5% | +10.8% |
| CAGR 3Y | +4.6% | +8.7% |
| CAGR 5Y | +0.7% | N/A |
| Sharpe 3Y | 0.20 | 0.54 |
| Volatility 1Y | 3.43% | 10.36% |
| Max drawdown | -16.47% | -8.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.