STOT vs IBTO

Comparison between STATE STREET(R) DOUBLELINE(R) SHORT DURATION TOTAL RETURN TACTICAL ETF (STOT, ETF) and ISHARES IBONDS DEC 2033 TERM TREASURY ETF (IBTO, ETF).

STOT vs IBTO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STOT(ETF)	IBTO(ETF)
Net Assets	$461M	$463M
Expense Ratio	0.45%	0.07%
Max Drawdown	9.93%	9.04%
Sharpe Ratio	0.42	0.05
5Y Beta	-0.01	-0.01
5Y Dividends CAGR	23.16%	N/A

Net Assets

STOT

$461M

Winner

IBTO

$463M

Expense Ratio

STOT

0.45%

Winner

IBTO

0.07%

Max Drawdown

STOT

9.93%

Winner

IBTO

9.04%

Sharpe Ratio

Winner

STOT

0.42

IBTO

0.05

5Y Beta

STOT

-0.01

Winner

IBTO

-0.01

5Y Dividends CAGR

STOT

23.16%

IBTO

N/A

STOT vs IBTO - Historical Returns

Returns include dividend reinvestment.

Period	STOT	IBTO
1 month	+0.26%	+0.08%
3 months	+0.82%	-0.60%
6 months	+1.59%	-0.16%
1 year	+4.16%	+3.42%
5 years(CAGR)	+2.83%	N/A
10 years(CAGR)	+2.44%	N/A
Max(CAGR)	+2.44%	+2.85%

Winner

STOT

+0.26%

IBTO

+0.08%

Winner

STOT

+0.82%

IBTO

-0.60%

Winner

STOT

+1.59%

IBTO

-0.16%

Winner

STOT

+4.16%

IBTO

+3.42%

5Y(CAGR)

STOT

+2.83%

IBTO

N/A

10Y(CAGR)

STOT

+2.44%

IBTO

N/A

Max(CAGR)

STOT

+2.44%

Winner

IBTO

+2.85%

STOT vs IBTO - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	STOT	IBTO
2026	+1.09%	-0.39%
2025	+5.61%	+8.05%
2024	+5.33%	-0.45%
2023	+6.34%	+1.71%
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 IBTO Drawdown Comparison

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

The maximum drawdown for IBTO was -8.35%, occurring on Oct 19, 2023. Recovery took 104 trading sessions.

The current STOT drawdown is -0.01%. The current IBTO drawdown is -2.49%.

Rank	STOT	IBTO
#1	-6.07% Aug 3, 2021 - Nov 2, 2023	-8.35% Jul 19, 2023 - Dec 14, 2023
#2	-5.13% Mar 5, 2020 - Jul 23, 2020	-6.91% Sep 16, 2024 - Aug 1, 2025
#3	-1.59% Nov 7, 2016 - Apr 12, 2017	-5.50% Dec 27, 2023 - Jul 31, 2024
#4	-1.33% Sep 7, 2017 - Aug 20, 2018	-3.65% Feb 27, 2026 - May 19, 2026
#5	-0.85% Feb 12, 2021 - Jul 6, 2021	-1.86% Jun 30, 2023 - Jul 13, 2023
#6	-0.80% May 18, 2017 - Aug 3, 2017	-1.61% Aug 5, 2024 - Aug 21, 2024
#7	-0.76% Feb 27, 2026 - Apr 17, 2026	-1.38% Nov 26, 2025 - Feb 12, 2026
#8	-0.72% Oct 1, 2024 - Nov 27, 2024	-1.18% Oct 22, 2025 - Nov 25, 2025
#9	-0.72% Aug 20, 2018 - Dec 18, 2018	-1.03% Sep 11, 2025 - Oct 14, 2025
#10	-0.71% May 7, 2025 - May 22, 2025	-0.75% Aug 21, 2024 - Sep 4, 2024
#11	-0.66% Apr 4, 2025 - Apr 28, 2025	-0.59% Aug 4, 2025 - Aug 22, 2025
#12	-0.57% Apr 18, 2017 - May 16, 2017	-0.52% Jul 13, 2023 - Jul 19, 2023
#13	-0.51% May 22, 2025 - Jun 18, 2025	-0.32% Dec 14, 2023 - Dec 20, 2023
#14	-0.48% Oct 18, 2016 - Nov 7, 2016	-0.31% Aug 28, 2025 - Sep 3, 2025
#15	-0.44% Sep 4, 2019 - Oct 2, 2019	-0.28% Dec 20, 2023 - Dec 27, 2023

Correlation

Correlation between STOT and IBTO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2016 - 2026)

STOT vs IBTO dividend yield comparison.

Year	STOT	IBTO
2026	1.74%	1.71%
2025	4.52%	4.05%
2024	5.10%	4.23%
2023	4.53%	1.66%
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%