Screener
TOTL vs LMBS
State Street DoubleLine Total Return Tactical ETF vs First Trust Low Duration Opportunities ETF
Key differences
Both TOTL and LMBS are fixed income ETFs. TOTL charges 0.55% a year and LMBS 0.66%. The main difference: TOTL follows a active selection strategy; LMBS uses index tracking.
- TOTL follows a active selection strategy; LMBS uses index tracking.
- TOTL costs 0.11% less per year.
- Over the last three years, LMBS has delivered higher annualized returns.
Side-by-side comparison
| TOTL | LMBS | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.66% |
| Fund size (AUM) | $4.2B | $6.3B |
| Since | 2015 | 2014 |
| Dividend yield | 5.27% | 4.10% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.5% | +5.9% |
| CAGR 3Y | +4.6% | +5.8% |
| CAGR 5Y | +0.7% | +3.1% |
| Sharpe 3Y | 0.20 | 0.83 |
| Volatility 1Y | 3.43% | 1.94% |
| Max drawdown | -16.47% | -6.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.