STOT vs IBHG
Comparison between STATE STREET(R) DOUBLELINE(R) SHORT DURATION TOTAL RETURN TACTICAL ETF (STOT, ETF) and ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG, ETF).
5-Year PerformanceIBHG has outperformed STOT, delivering a return of +3.7% compared to +2.9%
STOT vs IBHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
STOT vs IBHG - Historical Returns
Returns include dividend reinvestment.
STOT vs IBHG - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | STOT | IBHG |
|---|---|---|
| 2026 | +1.70% | +2.05% |
| 2025 | +5.61% | +7.05% |
| 2024 | +5.33% | +7.61% |
| 2023 | +6.34% | +10.67% |
| 2022 | -3.62% | -8.82% |
| 2021 | +0.38% | +1.07% |
| 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 IBHG Drawdown Comparison
The maximum drawdown for STOT was -6.07%, occurring on Nov 7, 2022. Recovery took 567 trading sessions.
The maximum drawdown for IBHG was -13.85%, occurring on Sep 27, 2022. Recovery took 494 trading sessions.
The current IBHG drawdown is -0.05%.
| Rank | STOT | IBHG |
|---|---|---|
| #1 | -6.07% Aug 3, 2021 - Nov 2, 2023 | -13.85% Dec 27, 2021 - Dec 13, 2023 |
| #2 | -5.13% Mar 5, 2020 - Jul 23, 2020 | -3.39% Mar 5, 2025 - Apr 29, 2025 |
| #3 | -1.59% Nov 7, 2016 - Apr 12, 2017 | -1.75% Mar 27, 2024 - May 3, 2024 |
| #4 | -1.33% Sep 7, 2017 - Aug 20, 2018 | -1.57% Dec 27, 2023 - Jan 25, 2024 |
| #5 | -0.85% Feb 12, 2021 - Jul 6, 2021 | -1.54% Nov 8, 2021 - Dec 22, 2021 |
| #6 | -0.80% May 18, 2017 - Aug 3, 2017 | -1.03% Dec 11, 2024 - Jan 15, 2025 |
| #7 | -0.76% Feb 27, 2026 - Apr 17, 2026 | -1.02% Jul 12, 2021 - Aug 27, 2021 |
| #8 | -0.72% Oct 1, 2024 - Nov 27, 2024 | -0.94% Sep 15, 2021 - Nov 8, 2021 |
| #9 | -0.72% Aug 20, 2018 - Dec 18, 2018 | -0.83% Jan 25, 2024 - Feb 22, 2024 |
| #10 | -0.71% May 7, 2025 - May 22, 2025 | -0.81% Jul 31, 2024 - Aug 13, 2024 |
| #11 | -0.66% Apr 4, 2025 - Apr 28, 2025 | -0.77% May 15, 2024 - Jun 3, 2024 |
| #12 | -0.57% Apr 18, 2017 - May 16, 2017 | -0.73% Feb 20, 2026 - Apr 8, 2026 |
| #13 | -0.51% May 22, 2025 - Jun 18, 2025 | -0.66% Oct 27, 2025 - Nov 26, 2025 |
| #14 | -0.48% Oct 18, 2016 - Nov 7, 2016 | -0.62% May 20, 2025 - May 30, 2025 |
| #15 | -0.44% Sep 4, 2019 - Oct 2, 2019 | -0.50% Sep 30, 2024 - Oct 18, 2024 |
Correlation
Correlation between STOT and IBHG is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2016 - 2026)
STOT vs IBHG dividend yield comparison.
| Year | STOT | IBHG |
|---|---|---|
| 2026 | 2.50% | 3.40% |
| 2025 | 4.52% | 6.34% |
| 2024 | 5.10% | 7.01% |
| 2023 | 4.53% | 6.66% |
| 2022 | 2.54% | 5.62% |
| 2021 | 1.76% | 2.13% |
| 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% |
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