STOT vs. LUBYX
Compare and contrast key facts about State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) and Lord Abbett Ultra Short Bond Fund (LUBYX).
STOT is a passively managed fund by State Street that tracks the performance of the Bloomberg U.S. Aggregate 1-3 Year Index. It was launched on Apr 13, 2016. LUBYX is managed by Lord Abbett. It was launched on Oct 17, 2016.
Performance
STOT vs. LUBYX - Performance Comparison
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STOT vs. LUBYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STOT State Street DoubleLine Short Duration Total Return Tactical ETF | 0.35% | 5.56% | 5.26% | 6.39% | -3.75% | 0.27% | 2.43% | 4.40% | 0.95% | 1.71% |
LUBYX Lord Abbett Ultra Short Bond Fund | 0.40% | 4.99% | 5.70% | 5.16% | -0.38% | 0.07% | 1.27% | 3.00% | 2.09% | 0.73% |
Returns By Period
In the year-to-date period, STOT achieves a 0.35% return, which is significantly lower than LUBYX's 0.40% return.
STOT
- 1D
- -0.03%
- 1M
- -0.43%
- YTD
- 0.35%
- 6M
- 1.62%
- 1Y
- 4.21%
- 3Y*
- 5.36%
- 5Y*
- 2.76%
- 10Y*
- —
LUBYX
- 1D
- 0.00%
- 1M
- -0.30%
- YTD
- 0.40%
- 6M
- 1.52%
- 1Y
- 4.15%
- 3Y*
- 4.91%
- 5Y*
- 3.15%
- 10Y*
- —
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STOT vs. LUBYX - Expense Ratio Comparison
STOT has a 0.45% expense ratio, which is higher than LUBYX's 0.28% expense ratio.
Return for Risk
STOT vs. LUBYX — Risk / Return Rank
STOT
LUBYX
STOT vs. LUBYX - 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 Lord Abbett Ultra Short Bond Fund (LUBYX). 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.
| STOT | LUBYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.49 | 2.91 | -0.41 |
Sortino ratioReturn per unit of downside risk | 3.58 | 9.40 | -5.83 |
Omega ratioGain probability vs. loss probability | 1.58 | 3.15 | -1.57 |
Calmar ratioReturn relative to maximum drawdown | 5.56 | 11.49 | -5.93 |
Martin ratioReturn relative to average drawdown | 18.75 | 46.04 | -27.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| STOT | LUBYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.49 | 2.91 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.60 | 2.36 | -0.76 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.10 | 2.18 | -1.08 |
Correlation
The correlation between STOT and LUBYX is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
STOT vs. LUBYX - Dividend Comparison
STOT's dividend yield for the trailing twelve months is around 4.42%, more than LUBYX's 4.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
STOT State Street DoubleLine Short Duration Total Return Tactical ETF | 4.42% | 4.52% | 5.10% | 4.53% | 2.54% | 1.76% | 1.66% | 2.61% | 2.50% | 1.95% | 2.08% |
LUBYX Lord Abbett Ultra Short Bond Fund | 4.17% | 4.66% | 4.72% | 3.69% | 1.33% | 0.57% | 1.16% | 2.55% | 2.27% | 0.52% | 0.00% |
Drawdowns
STOT vs. LUBYX - Drawdown Comparison
The maximum STOT drawdown since its inception was -6.07%, which is greater than LUBYX's maximum drawdown of -2.59%. Use the drawdown chart below to compare losses from any high point for STOT and LUBYX.
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Drawdown Indicators
| STOT | LUBYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.07% | -2.59% | -3.48% |
Max Drawdown (1Y)Largest decline over 1 year | -0.76% | -0.40% | -0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -6.07% | -1.86% | -4.21% |
Current DrawdownCurrent decline from peak | -0.51% | -0.30% | -0.21% |
Average DrawdownAverage peak-to-trough decline | -0.85% | -0.17% | -0.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.23% | 0.10% | +0.13% |
Volatility
STOT vs. LUBYX - Volatility Comparison
State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) has a higher volatility of 0.48% compared to Lord Abbett Ultra Short Bond Fund (LUBYX) at 0.33%. This indicates that STOT's price experiences larger fluctuations and is considered to be riskier than LUBYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STOT | LUBYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.48% | 0.33% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 0.80% | 0.98% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.70% | 1.49% | +0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.73% | 1.34% | +0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.21% | 1.11% | +1.10% |