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TOTL vs LGOV

State Street DoubleLine Total Return Tactical ETF vs First Trust Long Duration Opportunities ETF

TOTL

State Street DoubleLine Total Return Tactical ETF

Annual cost

0.55%

Fund size

$4.2B

LGOV

First Trust Long Duration Opportunities ETF

Annual cost

0.49%

Fund size

$664M

Key differences

Both TOTL and LGOV are fixed income ETFs. TOTL charges 0.55% a year and LGOV 0.49%. The main difference: TOTL follows a active selection strategy; LGOV uses index tracking.

  • TOTL follows a active selection strategy; LGOV uses index tracking.
  • LGOV costs 0.06% less per year.
  • TOTL is much larger than LGOV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, TOTL has delivered higher annualized returns.

Side-by-side comparison

TOTLLGOV
Annual cost (TER)0.55%0.49%
Fund size (AUM)$4.2B$664M
Since20152019
Dividend yield5.27%4.25%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.5%+5.5%
CAGR 3Y+4.6%+2.8%
CAGR 5Y+0.7%-1.7%
Sharpe 3Y0.20-0.04
Volatility 1Y3.43%7.02%
Max drawdown-16.47%-30.85%

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

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