TOTL vs IBDT
Comparison between STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF (TOTL, ETF) and ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT, ETF).
5-Year PerformanceIBDT has outperformed TOTL, delivering a return of +1.2% compared to +0.5%
TOTL vs IBDT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TOTL vs IBDT - Historical Returns
Returns include dividend reinvestment.
TOTL vs IBDT - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | TOTL | IBDT |
|---|---|---|
| 2026 | -0.68% | +1.38% |
| 2025 | +7.65% | +6.93% |
| 2024 | +3.51% | +4.34% |
| 2023 | +5.14% | +7.32% |
| 2022 | -11.37% | -11.23% |
| 2021 | -0.98% | -1.91% |
| 2020 | +3.42% | +9.66% |
| 2019 | +7.11% | +15.26% |
| 2018 | +0.95% | +1.18% |
| 2017 | +3.49% | N/A |
| 2016 | +2.64% | N/A |
| 2015 | -0.28% | N/A |
TOTL vs IBDT Drawdown Comparison
The maximum drawdown for TOTL was -16.48%, occurring on Nov 7, 2022. Recovery took 1001 trading sessions.
The maximum drawdown for IBDT was -17.79%, occurring on Mar 20, 2020. Recovery took 69 trading sessions.
The current TOTL drawdown is -2.30%.
| Rank | TOTL | IBDT |
|---|---|---|
| #1 | -16.48% Sep 2, 2021 - Aug 29, 2025 | -17.79% Mar 6, 2020 - Jun 15, 2020 |
| #2 | -7.29% Mar 6, 2020 - Jul 30, 2020 | -17.69% Aug 2, 2021 - May 29, 2025 |
| #3 | -3.29% Sep 29, 2016 - Apr 18, 2017 | -4.41% Dec 30, 2020 - Aug 2, 2021 |
| #4 | -3.04% Sep 5, 2017 - Jan 3, 2019 | -2.61% Sep 4, 2019 - Dec 3, 2019 |
| #5 | -3.04% Feb 27, 2026 - May 19, 2026 | -1.82% Oct 2, 2018 - Dec 28, 2018 |
| #6 | -1.99% Jan 27, 2021 - Sep 2, 2021 | -1.66% Aug 4, 2020 - Nov 19, 2020 |
| #7 | -1.41% Oct 4, 2019 - Jan 3, 2020 | -1.36% Jul 3, 2019 - Aug 1, 2019 |
| #8 | -1.35% Oct 14, 2015 - Feb 8, 2016 | -1.03% Feb 23, 2026 - May 8, 2026 |
| #9 | -1.31% Sep 4, 2019 - Oct 3, 2019 | -1.01% Jan 31, 2019 - Feb 26, 2019 |
| #10 | -1.22% Apr 20, 2015 - Oct 2, 2015 | -0.86% Jun 17, 2020 - Jul 1, 2020 |
| #11 | -1.13% Aug 6, 2020 - Dec 11, 2020 | -0.78% Mar 27, 2019 - Apr 10, 2019 |
| #12 | -1.00% Oct 22, 2025 - Nov 25, 2025 | -0.69% Apr 10, 2019 - Apr 26, 2019 |
| #13 | -0.94% Jun 26, 2017 - Aug 1, 2017 | -0.67% Nov 30, 2020 - Dec 18, 2020 |
| #14 | -0.80% Feb 24, 2015 - Mar 23, 2015 | -0.61% Dec 3, 2019 - Dec 27, 2019 |
| #15 | -0.77% Nov 26, 2025 - Dec 29, 2025 | -0.53% Feb 26, 2019 - Mar 8, 2019 |
Correlation
Correlation between TOTL and IBDT is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2015 - 2026)
TOTL vs IBDT dividend yield comparison.
| Year | TOTL | IBDT |
|---|---|---|
| 2026 | 2.97% | 2.59% |
| 2025 | 5.23% | 4.56% |
| 2024 | 5.35% | 4.67% |
| 2023 | 4.85% | 4.10% |
| 2022 | 4.68% | 3.25% |
| 2021 | 3.07% | 2.45% |
| 2020 | 2.91% | 2.80% |
| 2019 | 3.31% | 3.32% |
| 2018 | 3.41% | 1.47% |
| 2017 | 3.00% | 0.00% |
| 2016 | 3.25% | 0.00% |
| 2015 | 2.67% | 0.00% |
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