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STOT vs. ZTWO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

STOT vs. ZTWO - 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 F/M 2-Year Investment Grade Corporate Bond ETF (ZTWO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, STOT achieves a 1.05% return, which is significantly higher than ZTWO's 0.93% return.


STOT

1D
0.07%
1M
0.20%
YTD
1.05%
6M
1.37%
1Y
4.15%
3Y*
5.28%
5Y*
2.82%
10Y*
2.44%

ZTWO

1D
0.04%
1M
0.28%
YTD
0.93%
6M
1.30%
1Y
3.94%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

STOT vs. ZTWO - Yearly Performance Comparison


Correlation

The correlation between STOT and ZTWO is 0.66, 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

0.66

Correlation (All Time)
Calculated using the full available price history since Dec 20, 2024

0.56

The correlation between STOT and ZTWO shifts across timeframes, from 0.56 (all time) to 0.66 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

STOT vs. ZTWO — Risk / Return Rank

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

STOT
STOT Risk / Return Rank: 9494
Overall Rank
STOT Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
STOT Sortino Ratio Rank: 9797
Sortino Ratio Rank
STOT Omega Ratio Rank: 9696
Omega Ratio Rank
STOT Calmar Ratio Rank: 9090
Calmar Ratio Rank
STOT Martin Ratio Rank: 9393
Martin Ratio Rank

ZTWO
ZTWO Risk / Return Rank: 9090
Overall Rank
ZTWO Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
ZTWO Sortino Ratio Rank: 9494
Sortino Ratio Rank
ZTWO Omega Ratio Rank: 9393
Omega Ratio Rank
ZTWO Calmar Ratio Rank: 8282
Calmar Ratio Rank
ZTWO Martin Ratio Rank: 8989
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. ZTWO - 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 F/M 2-Year Investment Grade Corporate Bond ETF (ZTWO). 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.


STOTZTWODifference
Sharpe ratioReturn per unit of total volatility

+0.74

Sortino ratioReturn per unit of downside risk

+1.01

Omega ratioGain probability vs. loss probability

1.78

1.63

+0.15

Calmar ratioReturn relative to maximum drawdown

5.46

4.24

+1.22

Martin ratioReturn relative to average drawdown

23.85

20.10

+3.74

STOT vs. ZTWO - Sharpe Ratio Comparison

The current STOT Sharpe Ratio is 3.78, which is comparable to the ZTWO Sharpe Ratio of 3.03. The chart below compares the historical Sharpe Ratios of STOT and ZTWO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


STOTZTWODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.78

3.03

+0.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.64

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.11

Sharpe Ratio (All Time)

Calculated using the full available price history

1.12

3.17

-2.05

Drawdowns

STOT vs. ZTWO - Drawdown Comparison

The maximum STOT drawdown since its inception was -6.07%, which is greater than ZTWO's maximum drawdown of -0.93%. Use the drawdown chart below to compare losses from any high point for STOT and ZTWO.


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Drawdown Indicators


STOTZTWODifference

Max Drawdown

Largest peak-to-trough decline

-6.07%

-0.93%

-5.14%

Max Drawdown (1Y)

Largest decline over 1 year

-0.76%

-0.93%

+0.17%

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

0.00%

-0.07%

+0.07%

Average Drawdown

Average peak-to-trough decline

-0.84%

-0.10%

-0.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.18%

0.20%

-0.02%

Volatility

STOT vs. ZTWO - Volatility Comparison

The current volatility for State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) is 0.33%, while F/M 2-Year Investment Grade Corporate Bond ETF (ZTWO) has a volatility of 0.42%. This indicates that STOT experiences smaller price fluctuations and is considered to be less risky than ZTWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


STOTZTWODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.33%

0.42%

-0.09%

Volatility (6M)

Calculated over the trailing 6-month period

0.84%

0.97%

-0.13%

Volatility (1Y)

Calculated over the trailing 1-year period

1.11%

1.31%

-0.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.73%

1.49%

+0.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.20%

1.49%

+0.71%

STOT vs. ZTWO - Expense Ratio Comparison

STOT has a 0.45% expense ratio, which is higher than ZTWO's 0.15% expense ratio.


Dividends

STOT vs. ZTWO - Dividend Comparison

STOT's dividend yield for the trailing twelve months is around 4.41%, more than ZTWO's 4.12% yield.


PositionTTM2025202420232022202120202019201820172016
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%
ZTWO
F/M 2-Year Investment Grade Corporate Bond ETF
4.12%4.31%0.39%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


STOT and ZTWO have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ZTWO has higher volatility (0.42%) compared to STOT (0.33%). In terms of maximum drawdown, STOT dropped -6.07% vs ZTWO's -0.93%.

On 1-year performance, STOT leads with 4.15% vs 3.94% for ZTWO. On fees, ZTWO is cheaper at 0.15% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, STOT has performed better with a 4.15% return vs 3.94%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ZTWO is cheaper with a 0.15% expense ratio, compared with 0.45% for STOT.

STOT has the higher dividend yield at 4.41%, compared with 4.12% for ZTWO.

STOT tracks Bloomberg U.S. Aggregate 1-3 Year Index, while ZTWO tracks ICE 2-Year US Target Maturity Corporate Index - Benchmark TR Gross. They also come from different issuers: State Street and F/m. Their fees differ too: 0.45% for STOT and 0.15% for ZTWO.

STOT currently has the higher Sharpe Ratio (3.78 vs 3.03), 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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