STOT vs IAUI

Comparison between STATE STREET(R) DOUBLELINE(R) SHORT DURATION TOTAL RETURN TACTICAL ETF (STOT, ETF) and NEOS GOLD HIGH INCOME ETF (IAUI, ETF).

STOT vs IAUI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STOT(ETF)	IAUI(ETF)
Net Assets	$428M	$427M
Expense Ratio	0.45%	0.79%
Max Drawdown	9.93%	18.62%
Sharpe Ratio	0.28	0.79
5Y Beta	-0.01	0.48
5Y Dividends CAGR	23.16%	N/A

Net Assets

Winner

STOT

$428M

IAUI

$427M

Expense Ratio

Winner

STOT

0.45%

IAUI

0.79%

Max Drawdown

Winner

STOT

9.93%

IAUI

18.62%

Sharpe Ratio

STOT

0.28

Winner

IAUI

0.79

5Y Beta

Winner

STOT

-0.01

IAUI

0.48

5Y Dividends CAGR

STOT

23.16%

IAUI

N/A

STOT vs IAUI - Historical Returns

Returns include dividend reinvestment.

Period	STOT	IAUI
1 month	+0.06%	-4.45%
3 months	+0.30%	-12.38%
6 months	+1.24%	+1.15%
1 year	+4.08%	+19.23%
5 years(CAGR)	+2.79%	N/A
10 years(CAGR)	+2.43%	N/A
Max(CAGR)	+2.43%	+19.25%

Winner

STOT

+0.06%

IAUI

-4.45%

Winner

STOT

+0.30%

IAUI

-12.38%

Winner

STOT

+1.24%

IAUI

+1.15%

STOT

+4.08%

Winner

IAUI

+19.23%

5Y(CAGR)

STOT

+2.79%

IAUI

N/A

10Y(CAGR)

STOT

+2.43%

IAUI

N/A

Max(CAGR)

STOT

+2.43%

Winner

IAUI

+19.25%

STOT vs IAUI - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	STOT	IAUI
2026	+0.89%	-1.39%
2025	+5.61%	+20.55%
2024	+5.33%	N/A
2023	+6.34%	N/A
2022	-3.62%	N/A
2021	+0.38%	N/A
2020	+2.47%	N/A
2019	+4.31%	N/A
2018	+0.97%	N/A
2017	+1.72%	N/A
2016	+0.89%	N/A

STOT vs IAUI Drawdown Comparison

The maximum drawdown for STOT was -6.07%, occurring on Nov 7, 2022. Recovery took 567 trading sessions.

The maximum drawdown for IAUI was -16.85%, occurring on Mar 26, 2026. This drawdown has not yet recovered.

The current STOT drawdown is -0.14%. The current IAUI drawdown is -16.10%.

Rank	STOT	IAUI
#1	-6.07% Aug 3, 2021 - Nov 2, 2023	-16.85% Mar 2, 2026 - Mar 26, 2026
#2	-5.13% Mar 5, 2020 - Jul 23, 2020	-8.34% Jan 28, 2026 - Feb 23, 2026
#3	-1.59% Nov 7, 2016 - Apr 12, 2017	-4.75% Oct 20, 2025 - Nov 28, 2025
#4	-1.33% Sep 7, 2017 - Aug 20, 2018	-3.67% Jun 13, 2025 - Jul 22, 2025
#5	-0.85% Feb 12, 2021 - Jul 6, 2021	-3.25% Dec 26, 2025 - Jan 9, 2026
#6	-0.80% May 18, 2017 - Aug 3, 2017	-3.12% Jul 22, 2025 - Aug 27, 2025
#7	-0.76% Feb 27, 2026 - Apr 17, 2026	-1.08% Oct 8, 2025 - Oct 13, 2025
#8	-0.72% Oct 1, 2024 - Nov 27, 2024	-0.99% Feb 23, 2026 - Feb 27, 2026
#9	-0.72% Aug 20, 2018 - Dec 18, 2018	-0.94% Jun 5, 2025 - Jun 12, 2025
#10	-0.71% May 7, 2025 - May 22, 2025	-0.78% Oct 16, 2025 - Oct 20, 2025
#11	-0.66% Apr 4, 2025 - Apr 28, 2025	-0.72% Sep 23, 2025 - Sep 26, 2025
#12	-0.57% Apr 18, 2017 - May 16, 2017	-0.63% Dec 1, 2025 - Dec 10, 2025
#13	-0.51% May 22, 2025 - Jun 18, 2025	-0.58% Jan 14, 2026 - Jan 20, 2026
#14	-0.48% Oct 18, 2016 - Nov 7, 2016	-0.44% Sep 16, 2025 - Sep 19, 2025
#15	-0.44% Sep 4, 2019 - Oct 2, 2019	-0.42% Oct 13, 2025 - Oct 15, 2025

Correlation

Correlation between STOT and IAUI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2016 - 2026)

STOT vs IAUI dividend yield comparison.

Year	STOT	IAUI
2026	1.74%	5.68%
2025	4.52%	6.88%
2024	5.10%	0.00%
2023	4.53%	0.00%
2022	2.54%	0.00%
2021	1.76%	0.00%
2020	1.66%	0.00%
2019	2.61%	0.00%
2018	2.50%	0.00%
2017	1.95%	0.00%
2016	2.08%	0.00%