BLST vs. STOT

Last updated Jun 4, 2026

BLST (Bluemonte Short Term Bond ETF) and STOT (State Street DoubleLine Short Duration Total Return Tactical ETF) are both Short-Term Bond funds. A 0.71 correlation means they provide meaningful diversification when combined. BLST charges 0.23%/yr vs 0.45%/yr for STOT.

Performance

BLST vs. STOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Short Term Bond ETF (BLST) and State Street DoubleLine Short Duration Total Return Tactical ETF (STOT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BLST achieves a 0.25% return, which is significantly lower than STOT's 0.97% return.

BLST

• 1D: -0.10%
• 1M: 0.11%
• YTD: 0.25%
• 6M: 0.38%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

STOT

• 1D: -0.04%
• 1M: 0.18%
• YTD: 0.97%
• 6M: 1.26%
• 1Y: 4.20%
• 3Y*: 5.32%
• 5Y*: 2.81%
• 10Y*: 2.43%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BLST vs. STOT - Yearly Performance Comparison

	2026 (YTD)	2025
BLST Bluemonte Short Term Bond ETF	0.25%	2.88%
STOT State Street DoubleLine Short Duration Total Return Tactical ETF	0.97%	2.79%

Correlation

The correlation between BLST and STOT is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 24, 2025	0.71

BLST vs. STOT - Sectors Allocation Comparison

Sectors	BLST	STOT
Financial Services	100.0%	-
Basic Materials	-	-
Communication Services	-	100.0%
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	-
Healthcare	-	-
Industrials	-	-
Real Estate	-	-
Technology	-	-
Utilities	-	-

Return for Risk

BLST vs. STOT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

STOT

STOT Risk / Return Rank: 94
STOT Sharpe Ratio Rank: 95
STOT Sortino Ratio Rank: 97
STOT Omega Ratio Rank: 96
STOT Calmar Ratio Rank: 90
STOT Martin Ratio Rank: 93

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BLST vs. STOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Short Term Bond ETF (BLST) and State Street DoubleLine Short Duration Total Return Tactical ETF (STOT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BLST	STOT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	3.81	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	1.63	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	1.11	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.51	1.11	+0.39

Drawdowns

BLST vs. STOT - Drawdown Comparison

The maximum BLST drawdown since its inception was -1.69%, smaller than the maximum STOT drawdown of -6.07%. Use the drawdown chart below to compare losses from any high point for BLST and STOT.

Drawdown Indicators

	BLST	STOT	Difference
Max Drawdown Largest peak-to-trough decline	-1.69%	-6.07%	+4.38%
Max Drawdown (1Y) Largest decline over 1 year	—	-0.76%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-0.76%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-6.07%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-6.07%	—
Current Drawdown Current decline from peak	-0.92%	-0.07%	-0.85%
Average Drawdown Average peak-to-trough decline	-0.35%	-0.84%	+0.49%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.18%	—

Volatility

Volatility by Period

	BLST	STOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.33%	—
Volatility (6M) Calculated over the trailing 6-month period	—	0.84%	—
Volatility (1Y) Calculated over the trailing 1-year period	2.21%	1.11%	+1.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.21%	1.73%	+0.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.21%	2.20%	+0.01%

BLST vs. STOT - Expense Ratio Comparison

BLST has a 0.23% expense ratio, which is lower than STOT's 0.45% expense ratio.

Dividends

BLST vs. STOT - Dividend Comparison

BLST's dividend yield for the trailing twelve months is around 3.38%, less than STOT's 4.41% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
BLST Bluemonte Short Term Bond ETF	3.38%	2.11%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
STOT State Street DoubleLine Short Duration Total Return Tactical ETF	4.41%	4.52%	5.10%	4.53%	2.54%	1.76%	1.66%	2.61%	2.50%	1.95%	2.08%

Frequently Asked Questions

Can I hold both BLST and STOT in my portfolio?

BLST and STOT have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BLST or STOT?

On fees, BLST is cheaper at 0.23% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BLST or STOT?

BLST is cheaper with a 0.23% expense ratio, compared with 0.45% for STOT.

Which ETF pays a higher dividend yield, BLST or STOT?

STOT has the higher dividend yield at 4.41%, compared with 3.38% for BLST.

What is the main difference between BLST and STOT?

They also come from different issuers: Bluemonte and State Street. Their fees differ too: 0.23% for BLST and 0.45% for STOT.