STOT vs IBD

Comparison between STATE STREET(R) DOUBLELINE(R) SHORT DURATION TOTAL RETURN TACTICAL ETF (STOT, ETF) and INSPIRE CORPORATE BOND ETF (IBD, ETF).

5-Year PerformanceSTOT has outperformed IBD, delivering a return of +2.8% compared to +1.1%

STOT vs IBD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STOT(ETF)	IBD(ETF)
Net Assets	$473M	$473M
Expense Ratio	0.45%	0.41%
Max Drawdown	9.93%	16.54%
Sharpe Ratio	-0.03	0.04
5Y Beta	-0.00	0.03
5Y Dividends CAGR	23.68%	24.66%

Net Assets

Winner

STOT

$473M

IBD

$473M

Expense Ratio

STOT

0.45%

Winner

IBD

0.41%

Max Drawdown

Winner

STOT

9.93%

IBD

16.54%

Sharpe Ratio

STOT

-0.03

Winner

IBD

0.04

5Y Beta

Winner

STOT

-0.00

IBD

0.03

5Y Dividends CAGR

STOT

23.68%

Winner

IBD

24.66%

STOT vs IBD - Historical Returns

Returns include dividend reinvestment.

Period	STOT	IBD
1 month	+0.19%	+0.40%
3 months	+0.41%	+0.01%
6 months	+1.14%	+0.30%
1 year	+3.73%	+3.34%
5 years(CAGR)	+2.81%	+1.13%
10 years(CAGR)	+2.38%	+2.06%
Max(CAGR)	+2.43%	+2.06%

STOT

+0.19%

Winner

IBD

+0.40%

Winner

STOT

+0.41%

IBD

+0.01%

Winner

STOT

+1.14%

IBD

+0.30%

Winner

STOT

+3.73%

IBD

+3.34%

5Y(CAGR)

Winner

STOT

+2.81%

IBD

+1.13%

10Y(CAGR)

Winner

STOT

+2.38%

IBD

+2.06%

Max(CAGR)

Winner

STOT

+2.43%

IBD

+2.06%

STOT vs IBD - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	STOT	IBD
2026	+1.23%	+0.06%
2025	+5.61%	+7.60%
2024	+5.33%	+3.84%
2023	+6.34%	+6.24%
2022	-3.62%	-8.59%
2021	+0.38%	-1.80%
2020	+2.47%	+4.68%
2019	+4.31%	+7.70%
2018	+0.97%	-0.92%
2017	+1.72%	+1.32%
2016	+0.89%	N/A

STOT vs IBD Drawdown Comparison

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

The maximum drawdown for IBD was -16.30%, occurring on Mar 19, 2020. Recovery took 69 trading sessions.

The current STOT drawdown is -0.16%. The current IBD drawdown is -0.76%.

Rank	STOT	IBD
#1	-6.07% Aug 3, 2021 - Nov 2, 2023	-16.30% Mar 3, 2020 - Jun 10, 2020
#2	-5.13% Mar 5, 2020 - Jul 23, 2020	-14.75% Aug 3, 2021 - Mar 3, 2025
#3	-1.59% Nov 7, 2016 - Apr 12, 2017	-4.35% Jan 9, 2018 - Mar 8, 2019
#4	-1.33% Sep 7, 2017 - Aug 20, 2018	-2.64% Dec 30, 2020 - Jul 19, 2021
#5	-0.85% Feb 12, 2021 - Jul 6, 2021	-2.55% Apr 4, 2025 - Jun 4, 2025
#6	-0.80% May 18, 2017 - Aug 3, 2017	-2.15% Feb 23, 2026 - Mar 26, 2026
#7	-0.76% Feb 27, 2026 - Apr 17, 2026	-1.92% Dec 26, 2017 - Jan 9, 2018
#8	-0.72% Oct 1, 2024 - Nov 27, 2024	-1.91% Dec 20, 2017 - Dec 26, 2017
#9	-0.72% Aug 20, 2018 - Dec 18, 2018	-1.54% Aug 29, 2019 - Oct 4, 2019
#10	-0.71% May 7, 2025 - May 22, 2025	-1.34% Mar 4, 2025 - Apr 3, 2025
#11	-0.66% Apr 4, 2025 - Apr 28, 2025	-1.27% Oct 22, 2025 - Nov 25, 2025
#12	-0.57% Apr 18, 2017 - May 16, 2017	-1.22% Jun 16, 2020 - Jul 20, 2020
#13	-0.51% May 22, 2025 - Jun 18, 2025	-1.19% Sep 7, 2017 - Dec 20, 2017
#14	-0.48% Oct 18, 2016 - Nov 7, 2016	-1.17% Aug 6, 2020 - Nov 23, 2020
#15	-0.44% Sep 4, 2019 - Oct 2, 2019	-1.12% Aug 1, 2017 - Sep 7, 2017

Correlation

Correlation between STOT and IBD is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2016 - 2026)

STOT vs IBD dividend yield comparison.

Year	STOT	IBD
2026	2.13%	2.03%
2025	4.52%	4.17%
2024	5.10%	4.18%
2023	4.53%	3.39%
2022	2.54%	1.75%
2021	1.76%	1.36%
2020	1.66%	1.63%
2019	2.61%	2.47%
2018	2.50%	2.06%
2017	1.95%	0.82%
2016	2.08%	0.00%