TOTL vs IVLU
Comparison between STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF (TOTL, ETF) and ISHARES MSCI INTL VALUE FACTOR ETF (IVLU, ETF).
5-Year PerformanceIVLU has outperformed TOTL, delivering a return of +15.4% compared to +0.5%
TOTL vs IVLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TOTL vs IVLU - Historical Returns
Returns include dividend reinvestment.
TOTL vs IVLU - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | TOTL | IVLU |
|---|---|---|
| 2026 | -0.29% | +12.63% |
| 2025 | +7.65% | +46.91% |
| 2024 | +3.51% | +7.34% |
| 2023 | +5.14% | +18.89% |
| 2022 | -11.37% | -6.63% |
| 2021 | -0.98% | +15.17% |
| 2020 | +3.42% | -5.66% |
| 2019 | +7.11% | +15.74% |
| 2018 | +0.95% | -15.89% |
| 2017 | +3.49% | +21.93% |
| 2016 | +2.64% | +5.31% |
| 2015 | -0.28% | -10.18% |
TOTL vs IVLU Drawdown Comparison
The maximum drawdown for TOTL was -16.48%, occurring on Nov 7, 2022. Recovery took 1001 trading sessions.
The maximum drawdown for IVLU was -41.86%, occurring on Mar 23, 2020. Recovery took 824 trading sessions.
The current TOTL drawdown is -1.91%. The current IVLU drawdown is -0.42%.
| Rank | TOTL | IVLU |
|---|---|---|
| #1 | -16.48% Sep 2, 2021 - Aug 29, 2025 | -41.86% Jan 26, 2018 - May 6, 2021 |
| #2 | -7.29% Mar 6, 2020 - Jul 30, 2020 | -26.01% Feb 9, 2022 - Jun 15, 2023 |
| #3 | -3.29% Sep 29, 2016 - Apr 18, 2017 | -24.85% Aug 5, 2015 - May 5, 2017 |
| #4 | -3.04% Sep 5, 2017 - Jan 3, 2019 | -15.48% Mar 19, 2025 - May 9, 2025 |
| #5 | -3.04% Feb 27, 2026 - May 19, 2026 | -11.69% Feb 25, 2026 - May 26, 2026 |
| #6 | -1.99% Jan 27, 2021 - Sep 2, 2021 | -9.66% Jul 31, 2023 - Dec 13, 2023 |
| #7 | -1.41% Oct 4, 2019 - Jan 3, 2020 | -9.13% Jun 7, 2021 - Jan 7, 2022 |
| #8 | -1.35% Oct 14, 2015 - Feb 8, 2016 | -8.95% Sep 26, 2024 - Feb 14, 2025 |
| #9 | -1.31% Sep 4, 2019 - Oct 3, 2019 | -8.04% Jul 17, 2024 - Aug 23, 2024 |
| #10 | -1.22% Apr 20, 2015 - Oct 2, 2015 | -5.41% Nov 12, 2025 - Dec 2, 2025 |
| #11 | -1.13% Aug 6, 2020 - Dec 11, 2020 | -5.00% May 15, 2024 - Jul 12, 2024 |
| #12 | -1.00% Oct 22, 2025 - Nov 25, 2025 | -4.82% Jan 14, 2022 - Feb 9, 2022 |
| #13 | -0.94% Jun 26, 2017 - Aug 1, 2017 | -4.22% Apr 9, 2024 - May 6, 2024 |
| #14 | -0.80% Feb 24, 2015 - Mar 23, 2015 | -3.91% May 26, 2026 - Jun 15, 2026 |
| #15 | -0.77% Nov 26, 2025 - Dec 29, 2025 | -3.86% Jul 23, 2025 - Aug 8, 2025 |
Correlation
Correlation between TOTL and IVLU is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2015 - 2026)
TOTL vs IVLU dividend yield comparison.
| Year | TOTL | IVLU |
|---|---|---|
| 2026 | 2.51% | 1.67% |
| 2025 | 5.23% | 3.71% |
| 2024 | 5.35% | 4.46% |
| 2023 | 4.85% | 4.69% |
| 2022 | 4.68% | 3.59% |
| 2021 | 3.07% | 3.47% |
| 2020 | 2.91% | 2.05% |
| 2019 | 3.31% | 3.53% |
| 2018 | 3.41% | 2.82% |
| 2017 | 3.00% | 2.87% |
| 2016 | 3.25% | 2.53% |
| 2015 | 2.67% | 0.93% |
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