STOT vs. BBSB
STOT (State Street DoubleLine Short Duration Total Return Tactical ETF) and BBSB (JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF) are both exchange-traded funds - STOT is a Short-Term Bond fund tracking the Bloomberg U.S. Aggregate 1-3 Year Index, while BBSB is a Government Bonds fund tracking the ICE U.S. Treasury 1-3 Year Bond Index. Both are passively managed. Over the past 3 years, STOT returned 5.23%/yr vs 4.20%/yr for BBSB. A 0.63 correlation means they provide meaningful diversification when combined. STOT charges 0.45%/yr vs 0.04%/yr for BBSB.
Performance
STOT vs. BBSB - Performance Comparison
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Returns By Period
In the year-to-date period, STOT achieves a 1.08% return, which is significantly higher than BBSB's 0.46% return.
STOT
- 1D
- 0.02%
- 1M
- 0.17%
- YTD
- 1.08%
- 6M
- 1.29%
- 1Y
- 3.90%
- 3Y*
- 5.23%
- 5Y*
- 2.81%
- 10Y*
- 2.43%
BBSB
- 1D
- 0.07%
- 1M
- 0.16%
- YTD
- 0.46%
- 6M
- 0.63%
- 1Y
- 2.97%
- 3Y*
- 4.20%
- 5Y*
- —
- 10Y*
- —
STOT vs. BBSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
STOT State Street DoubleLine Short Duration Total Return Tactical ETF | 1.08% | 5.56% | 5.26% | 4.64% |
BBSB JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF | 0.46% | 5.12% | 4.00% | 2.56% |
Correlation
The correlation between STOT and BBSB 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 (1Y) Calculated over the trailing 1-year period | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Apr 20, 2023 | 0.63 |
The correlation between STOT and BBSB shifts across timeframes, from 0.61 (3 years) to 0.71 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
STOT vs. BBSB — Risk / Return Rank
STOT
BBSB
STOT vs. BBSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) and JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF (BBSB). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| STOT | BBSB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.13 | ||
| Sortino ratioReturn per unit of downside risk | +1.42 | ||
| Omega ratioGain probability vs. loss probability | 1.71 | 1.48 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 5.13 | 3.48 | +1.64 |
| Martin ratioReturn relative to average drawdown | 22.23 | 13.90 | +8.33 |
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Drawdowns
STOT vs. BBSB - Drawdown Comparison
The maximum STOT drawdown since its inception was -6.07%, which is greater than BBSB's maximum drawdown of -1.57%. Use the drawdown chart below to compare losses from any high point for STOT and BBSB.
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Drawdown Indicators
| STOT | BBSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.07% | -1.57% | -4.50% |
Max Drawdown (1Y)Largest decline over 1 year | -0.76% | -0.86% | +0.10% |
Max Drawdown (3Y)Largest decline over 3 years | -0.76% | -0.96% | +0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -6.07% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -6.07% | — | — |
Current DrawdownCurrent decline from peak | -0.12% | -0.26% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -0.83% | -0.31% | -0.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.18% | 0.21% | -0.03% |
Volatility
STOT vs. BBSB - Volatility Comparison
The current volatility for State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) is 0.37%, while JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF (BBSB) has a volatility of 0.41%. This indicates that STOT experiences smaller price fluctuations and is considered to be less risky than BBSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STOT | BBSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.37% | 0.41% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 0.87% | 0.90% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.13% | 1.28% | -0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.73% | 1.66% | +0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.20% | 1.66% | +0.54% |
STOT vs. BBSB - Expense Ratio Comparison
STOT has a 0.45% expense ratio, which is higher than BBSB's 0.04% expense ratio.
Dividends
STOT vs. BBSB - Dividend Comparison
STOT's dividend yield for the trailing twelve months is around 4.40%, more than BBSB's 3.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BBSB JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF | 3.81% | 3.69% | 4.84% | 3.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
STOT State Street DoubleLine Short Duration Total Return Tactical ETF | 4.40% | 4.52% | 5.10% | 4.53% | 2.54% | 1.76% | 1.66% | 2.61% | 2.50% | 1.95% | 2.08% |
Frequently Asked Questions
STOT and BBSB 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.
BBSB has higher volatility (0.41%) compared to STOT (0.37%). In terms of maximum drawdown, STOT dropped -6.07% vs BBSB's -1.57%.
On 3-year performance, STOT leads with 5.23% vs 4.20% for BBSB. On fees, BBSB is cheaper at 0.04% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, STOT has performed better with a 5.23% return vs 4.20%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BBSB is cheaper with a 0.04% expense ratio, compared with 0.45% for STOT.
STOT has the higher dividend yield at 4.40%, compared with 3.81% for BBSB.
STOT is categorized as Short-Term Bond, while BBSB is Government Bonds. STOT tracks Bloomberg U.S. Aggregate 1-3 Year Index, while BBSB tracks ICE U.S. Treasury 1-3 Year Bond Index. They also come from different issuers: State Street and JPMorgan. Their fees differ too: 0.45% for STOT and 0.04% for BBSB.
STOT currently has the higher Sharpe Ratio (3.48 vs 2.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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