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TOTL vs HYLS

State Street DoubleLine Total Return Tactical ETF vs First Trust Tactical High Yield ETF

TOTL

State Street DoubleLine Total Return Tactical ETF

State Street Investment Management

Annual cost

0.55%

Fund size

$4.2B

HYLS

First Trust Tactical High Yield ETF

First Trust

Annual cost

0.69%

Fund size

$1.6B

Key differences

  • TOTL costs 0.14% less per year.
  • TOTL is classified as fixed income, while HYLS is alternative — different risk/return profiles.
  • TOTL follows a active selection strategy; HYLS uses long short.
  • Over the last 3 years, HYLS has delivered higher annualized returns.

Side-by-side comparison

TOTLHYLS
Annual cost (TER)0.55%0.69%
Fund size (AUM)$4.2B$1.6B
Since20152013
Dividend yield5.26%6.65%
Asset classfixed incomealternative
Regionnorth america
Strategyactive selectionlong short
CAGR 1Y+5.2%+5.9%
CAGR 3Y+4.1%+7.9%
CAGR 5Y+0.6%+3.0%
Sharpe 3Y0.110.87
Volatility 1Y3.47%3.56%
Max drawdown-16.47%-22.99%

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

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