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STOT vs. BND
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

STOT vs. BND - Performance Comparison

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

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STOT vs. BND - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
STOT
State Street DoubleLine Short Duration Total Return Tactical ETF
0.37%5.56%5.26%6.39%-3.75%0.27%2.43%4.40%0.95%1.71%
BND
Vanguard Total Bond Market ETF
0.05%7.08%1.38%5.65%-13.11%-1.86%7.71%8.84%-0.12%3.57%

Returns By Period

In the year-to-date period, STOT achieves a 0.37% return, which is significantly higher than BND's 0.05% return.


STOT

1D
0.07%
1M
-0.49%
YTD
0.37%
6M
1.70%
1Y
4.28%
3Y*
5.37%
5Y*
2.76%
10Y*

BND

1D
0.22%
1M
-1.74%
YTD
0.05%
6M
0.95%
1Y
4.24%
3Y*
3.59%
5Y*
0.24%
10Y*
1.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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STOT vs. BND - Expense Ratio Comparison

STOT has a 0.45% expense ratio, which is higher than BND's 0.03% expense ratio.


Return for Risk

STOT vs. BND — Risk / Return Rank

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

STOT
STOT Risk / Return Rank: 9797
Overall Rank
STOT Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
STOT Sortino Ratio Rank: 9797
Sortino Ratio Rank
STOT Omega Ratio Rank: 9797
Omega Ratio Rank
STOT Calmar Ratio Rank: 9898
Calmar Ratio Rank
STOT Martin Ratio Rank: 9797
Martin Ratio Rank

BND
BND Risk / Return Rank: 5959
Overall Rank
BND Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
BND Sortino Ratio Rank: 5858
Sortino Ratio Rank
BND Omega Ratio Rank: 4949
Omega Ratio Rank
BND Calmar Ratio Rank: 7474
Calmar Ratio Rank
BND Martin Ratio Rank: 5656
Martin Ratio Rank
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.

STOT vs. BND - 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 Vanguard Total Bond Market ETF (BND). 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.


STOTBNDDifference

Sharpe ratio

Return per unit of total volatility

2.53

0.99

+1.54

Sortino ratio

Return per unit of downside risk

3.63

1.41

+2.22

Omega ratio

Gain probability vs. loss probability

1.59

1.18

+0.42

Calmar ratio

Return relative to maximum drawdown

5.72

1.81

+3.91

Martin ratio

Return relative to average drawdown

19.46

4.98

+14.48

STOT vs. BND - Sharpe Ratio Comparison

The current STOT Sharpe Ratio is 2.53, which is higher than the BND Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of STOT and BND, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


STOTBNDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.53

0.99

+1.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.61

0.04

+1.57

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

1.10

0.59

+0.51

Correlation

The correlation between STOT and BND is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

STOT vs. BND - Dividend Comparison

STOT's dividend yield for the trailing twelve months is around 4.46%, more than BND's 3.91% yield.


TTM20252024202320222021202020192018201720162015
STOT
State Street DoubleLine Short Duration Total Return Tactical ETF
4.46%4.52%5.10%4.53%2.54%1.76%1.66%2.61%2.50%1.95%2.08%0.00%
BND
Vanguard Total Bond Market ETF
3.91%3.86%3.67%3.09%2.60%2.12%2.38%2.72%2.81%2.54%2.51%2.57%

Drawdowns

STOT vs. BND - Drawdown Comparison

The maximum STOT drawdown since its inception was -6.07%, smaller than the maximum BND drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for STOT and BND.


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Drawdown Indicators


STOTBNDDifference

Max Drawdown

Largest peak-to-trough decline

-6.07%

-18.58%

+12.51%

Max Drawdown (1Y)

Largest decline over 1 year

-0.76%

-2.44%

+1.68%

Max Drawdown (5Y)

Largest decline over 5 years

-6.07%

-17.91%

+11.84%

Max Drawdown (10Y)

Largest decline over 10 years

-18.58%

Current Drawdown

Current decline from peak

-0.49%

-2.58%

+2.09%

Average Drawdown

Average peak-to-trough decline

-0.85%

-3.07%

+2.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.22%

0.89%

-0.67%

Volatility

STOT vs. BND - Volatility Comparison

The current volatility for State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) is 0.49%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.63%. This indicates that STOT experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


STOTBNDDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.49%

1.63%

-1.14%

Volatility (6M)

Calculated over the trailing 6-month period

0.80%

2.52%

-1.72%

Volatility (1Y)

Calculated over the trailing 1-year period

1.70%

4.30%

-2.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.73%

6.00%

-4.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.21%

5.52%

-3.31%