STOT vs LEO

Comparison between STATE STREET(R) DOUBLELINE(R) SHORT DURATION TOTAL RETURN TACTICAL ETF (STOT, ETF) and BNY Mellon Strategic Municipals Inc (LEO, ETF).

5-Year PerformanceSTOT has outperformed LEO, delivering a return of +2.8% compared to -2.4%

STOT vs LEO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STOT(ETF)	LEO(ETF)
Net Assets	$428M	$427M
Expense Ratio	0.45%	N/A
Max Drawdown	9.93%	54.53%
Sharpe Ratio	0.28	1.07
5Y Beta	-0.01	0.17
5Y Dividends CAGR	23.16%	-7.57%

Net Assets

Winner

STOT

$428M

LEO

$427M

Expense Ratio

STOT

0.45%

LEO

N/A

Max Drawdown

Winner

STOT

9.93%

LEO

54.53%

Sharpe Ratio

STOT

0.28

Winner

LEO

1.07

5Y Beta

Winner

STOT

-0.01

LEO

0.17

5Y Dividends CAGR

Winner

STOT

23.16%

LEO

-7.57%

STOT vs LEO - Historical Returns

Returns include dividend reinvestment.

Period	STOT	LEO
1 month	+0.06%	+0.09%
3 months	+0.30%	+0.44%
6 months	+1.24%	+3.35%
1 year	+4.08%	+14.63%
5 years(CAGR)	+2.79%	-2.39%
10 years(CAGR)	+2.43%	+1.13%
Max(CAGR)	+2.43%	+4.81%

STOT

+0.06%

Winner

LEO

+0.09%

STOT

+0.30%

Winner

LEO

+0.44%

STOT

+1.24%

Winner

LEO

+3.35%

STOT

+4.08%

Winner

LEO

+14.63%

5Y(CAGR)

Winner

STOT

+2.79%

LEO

-2.39%

10Y(CAGR)

Winner

STOT

+2.43%

LEO

+1.13%

Max(CAGR)

STOT

+2.43%

Winner

LEO

+4.81%

STOT vs LEO - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	STOT	LEO
2026	+0.89%	+1.84%
2025	+5.61%	+8.40%
2024	+5.33%	+6.40%
2023	+6.34%	-1.05%
2022	-3.62%	-23.74%
2021	+0.38%	+5.05%
2020	+2.47%	+4.86%
2019	+4.31%	+22.72%
2018	+0.97%	-12.42%
2017	+1.72%	+8.83%
2016	+0.89%	+3.50%
2015	N/A	+11.03%
2014	N/A	+15.50%
2013	N/A	-16.60%
2012	N/A	+14.70%
2011	N/A	+23.10%
2010	N/A	+3.15%
2009	N/A	+46.92%
2008	N/A	-27.48%
2007	N/A	-7.07%
2006	N/A	+13.96%
2005	N/A	+7.55%
2004	N/A	-7.35%
2003	N/A	+10.84%
2002	N/A	+6.78%
2001	N/A	+22.11%

STOT vs LEO Drawdown Comparison

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

The maximum drawdown for LEO was -47.31%, occurring on Oct 10, 2008. Recovery took 671 trading sessions.

The current STOT drawdown is -0.14%. The current LEO drawdown is -17.31%.

Rank	STOT	LEO
#1	-6.07% Aug 3, 2021 - Nov 2, 2023	-47.31% May 7, 2007 - Jan 5, 2010
#2	-5.13% Mar 5, 2020 - Jul 23, 2020	-41.48% Aug 27, 2021 - Oct 25, 2023
#3	-1.59% Nov 7, 2016 - Apr 12, 2017	-30.28% Feb 25, 2020 - Feb 5, 2021
#4	-1.33% Sep 7, 2017 - Aug 20, 2018	-23.62% Jan 8, 2013 - Nov 3, 2015
#5	-0.85% Feb 12, 2021 - Jul 6, 2021	-21.68% Jan 21, 2004 - Sep 7, 2005
#6	-0.80% May 18, 2017 - Aug 3, 2017	-19.81% Sep 10, 2010 - Oct 12, 2011
#7	-0.76% Feb 27, 2026 - Apr 17, 2026	-17.32% Aug 1, 2017 - Jul 2, 2019
#8	-0.72% Oct 1, 2024 - Nov 27, 2024	-12.16% Jul 8, 2016 - Jul 11, 2017
#9	-0.72% Aug 20, 2018 - Dec 18, 2018	-11.77% Oct 1, 2002 - Apr 29, 2003
#10	-0.71% May 7, 2025 - May 22, 2025	-11.61% Jun 12, 2003 - Jan 7, 2004
#11	-0.66% Apr 4, 2025 - Apr 28, 2025	-9.85% Aug 28, 2001 - Dec 31, 2001
#12	-0.57% Apr 18, 2017 - May 16, 2017	-8.30% Sep 7, 2005 - Mar 29, 2006
#13	-0.51% May 22, 2025 - Jun 18, 2025	-6.69% Mar 12, 2012 - May 9, 2012
#14	-0.48% Oct 18, 2016 - Nov 7, 2016	-6.02% Nov 29, 2012 - Jan 8, 2013
#15	-0.44% Sep 4, 2019 - Oct 2, 2019	-5.98% Dec 31, 2001 - Apr 5, 2002

Correlation

Correlation between STOT and LEO is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29

-101

Dividend Comparison (2001 - 2026)

STOT vs LEO dividend yield comparison.

Year	STOT	LEO
2026	1.74%	1.99%
2025	4.52%	4.03%
2024	5.10%	3.77%
2023	4.53%	4.37%
2022	2.54%	5.66%
2021	1.76%	4.84%
2020	1.66%	4.95%
2019	2.61%	4.94%
2018	2.50%	5.96%
2017	1.95%	5.97%
2016	2.08%	6.14%
2015	0.00%	6.04%
2014	0.00%	7.11%
2013	0.00%	7.74%
2012	0.00%	6.16%
2011	0.00%	6.61%
2010	0.00%	7.54%
2009	0.00%	6.32%
2008	0.00%	8.94%
2007	0.00%	6.13%
2006	0.00%	5.03%
2005	0.00%	6.51%
2004	0.00%	7.38%
2003	0.00%	7.32%
2002	0.00%	7.14%
2001	0.00%	5.74%