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TOTL vs FSIG

State Street DoubleLine Total Return Tactical ETF vs First Trust Limited Duration Investment Grade Corporate ETF

TOTL

State Street DoubleLine Total Return Tactical ETF

Annual cost

0.55%

Fund size

$4.2B

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

Annual cost

0.44%

Fund size

$1.5B

Key differences

Both TOTL and FSIG are fixed income ETFs. TOTL charges 0.55% a year and FSIG 0.44%. The main difference: TOTL follows a active selection strategy; FSIG uses index tracking.

  • TOTL follows a active selection strategy; FSIG uses index tracking.
  • FSIG costs 0.11% less per year.
  • TOTL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TOTLFSIG
Annual cost (TER)0.55%0.44%
Fund size (AUM)$4.2B$1.5B
Since20152021
Dividend yield5.27%4.60%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.5%+4.2%
CAGR 3Y+4.6%+5.3%
CAGR 5Y+0.7%N/A
Sharpe 3Y0.200.60
Volatility 1Y3.43%2.24%
Max drawdown-16.47%-6.89%

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

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