TOTL vs IWX
Comparison between STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF (TOTL, ETF) and ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF).
5-Year PerformanceIWX has outperformed TOTL, delivering a return of +12.9% compared to +0.5%
TOTL vs IWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TOTL vs IWX - Historical Returns
Returns include dividend reinvestment.
TOTL vs IWX - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | TOTL | IWX |
|---|---|---|
| 2026 | -0.68% | +22.62% |
| 2025 | +7.65% | +18.35% |
| 2024 | +3.51% | +14.15% |
| 2023 | +5.14% | +10.40% |
| 2022 | -11.37% | -5.80% |
| 2021 | -0.98% | +24.62% |
| 2020 | +3.42% | +0.74% |
| 2019 | +7.11% | +25.79% |
| 2018 | +0.95% | -6.69% |
| 2017 | +3.49% | +13.11% |
| 2016 | +2.64% | +17.63% |
| 2015 | -0.28% | -3.41% |
| 2014 | N/A | +14.05% |
| 2013 | N/A | +28.53% |
| 2012 | N/A | +14.33% |
| 2011 | N/A | +0.04% |
| 2010 | N/A | +10.63% |
| 2009 | N/A | +3.66% |
TOTL vs IWX Drawdown Comparison
The maximum drawdown for TOTL was -16.48%, occurring on Nov 7, 2022. Recovery took 1001 trading sessions.
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The current TOTL drawdown is -2.30%.
| Rank | TOTL | IWX |
|---|---|---|
| #1 | -16.48% Sep 2, 2021 - Aug 29, 2025 | -35.76% Feb 12, 2020 - Dec 31, 2020 |
| #2 | -7.29% Mar 6, 2020 - Jul 30, 2020 | -20.53% May 2, 2011 - Mar 1, 2012 |
| #3 | -3.29% Sep 29, 2016 - Apr 18, 2017 | -18.12% Jan 12, 2022 - Jul 24, 2023 |
| #4 | -3.04% Sep 5, 2017 - Jan 3, 2019 | -17.34% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -3.04% Feb 27, 2026 - May 19, 2026 | -16.79% Apr 23, 2010 - Dec 21, 2010 |
| #6 | -1.99% Jan 27, 2021 - Sep 2, 2021 | -14.98% May 21, 2015 - Jul 8, 2016 |
| #7 | -1.41% Oct 4, 2019 - Jan 3, 2020 | -13.37% Feb 19, 2025 - Jun 30, 2025 |
| #8 | -1.35% Oct 14, 2015 - Feb 8, 2016 | -10.01% Jul 26, 2023 - Dec 13, 2023 |
| #9 | -1.31% Sep 4, 2019 - Oct 3, 2019 | -9.92% Apr 2, 2012 - Aug 6, 2012 |
| #10 | -1.22% Apr 20, 2015 - Oct 2, 2015 | -8.53% Jan 11, 2010 - Mar 18, 2010 |
| #11 | -1.13% Aug 6, 2020 - Dec 11, 2020 | -8.13% Sep 19, 2014 - Nov 6, 2014 |
| #12 | -1.00% Oct 22, 2025 - Nov 25, 2025 | -7.93% Oct 18, 2012 - Jan 2, 2013 |
| #13 | -0.94% Jun 26, 2017 - Aug 1, 2017 | -7.53% Nov 29, 2024 - Feb 19, 2025 |
| #14 | -0.80% Feb 24, 2015 - Mar 23, 2015 | -6.83% Jul 26, 2019 - Sep 13, 2019 |
| #15 | -0.77% Nov 26, 2025 - Dec 29, 2025 | -6.59% Apr 30, 2019 - Jun 20, 2019 |
Correlation
Correlation between TOTL and IWX is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2009 - 2026)
TOTL vs IWX dividend yield comparison.
| Year | TOTL | IWX |
|---|---|---|
| 2026 | 2.97% | 0.66% |
| 2025 | 5.23% | 1.59% |
| 2024 | 5.35% | 1.97% |
| 2023 | 4.85% | 2.13% |
| 2022 | 4.68% | 2.07% |
| 2021 | 3.07% | 1.79% |
| 2020 | 2.91% | 2.12% |
| 2019 | 3.31% | 2.60% |
| 2018 | 3.41% | 2.66% |
| 2017 | 3.00% | 2.12% |
| 2016 | 3.25% | 2.22% |
| 2015 | 2.67% | 2.77% |
| 2014 | 0.00% | 2.19% |
| 2013 | 0.00% | 1.89% |
| 2012 | 0.00% | 2.71% |
| 2011 | 0.00% | 2.58% |
| 2010 | 0.00% | 1.83% |
| 2009 | 0.00% | 0.56% |
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