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TOTL vs FTBD

State Street DoubleLine Total Return Tactical ETF vs Fidelity Tactical Bond ETF

TOTL

State Street DoubleLine Total Return Tactical ETF

State Street Investment Management

Annual cost

0.55%

Fund size

$4.2B

FTBD

Fidelity Tactical Bond ETF

Fidelity Investments

Annual cost

0.55%

Fund size

$37M

Key differences

  • TOTL is significantly larger than FTBD — larger funds tend to be more liquid and less likely to close.
  • TOTL covers north america markets; FTBD covers global.
  • TOTL follows a active selection strategy; FTBD uses index tracking.
  • Over the last 3 years, FTBD has delivered higher annualized returns.
  • TOTL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TOTLFTBD
Annual cost (TER)0.55%0.55%
Fund size (AUM)$4.2B$37M
Since20152023
Dividend yield5.26%5.05%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+5.2%+7.3%
CAGR 3Y+4.1%+5.2%
CAGR 5Y+0.6%N/A
Sharpe 3Y0.110.30
Volatility 1Y3.47%4.37%
Max drawdown-16.47%-6.98%

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

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