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TOTL vs FTCB

State Street DoubleLine Total Return Tactical ETF vs First Trust Core Investment Grade ETF

TOTL

State Street DoubleLine Total Return Tactical ETF

Annual cost

0.55%

Fund size

$4.2B

FTCB

First Trust Core Investment Grade ETF

Annual cost

0.56%

Fund size

$2.5B

Key differences

Both TOTL and FTCB are fixed income ETFs. TOTL charges 0.55% a year and FTCB 0.56%. The main difference: TOTL has a longer track record, which may reduce uncertainty around long-term behavior.

  • TOTL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TOTLFTCB
Annual cost (TER)0.55%0.56%
Fund size (AUM)$4.2B$2.5B
Since20152023
Dividend yield5.27%4.90%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.5%+5.7%
CAGR 3Y+4.6%N/A
CAGR 5Y+0.7%N/A
Sharpe 3Y0.20N/A
Volatility 1Y3.43%4.03%
Max drawdown-16.47%-4.99%

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

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