TOTL vs NEAR

Comparison between SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF (TOTL, ETF) and ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF).

5-Year PerformanceNEAR has outperformed TOTL, delivering a return of +3.9% compared to +0.7%

TOTL vs NEAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TOTL(ETF)	NEAR(ETF)
Net Assets	$4.20B	$4.20B
Expense Ratio	0.55%	0.25%
Max Drawdown	25.48%	9.68%
Sharpe Ratio	0.28	0.54
5Y Beta	0.02	0.00
5Y Dividends CAGR	10.60%	32.72%

Net Assets

TOTL

$4.20B

NEAR

$4.20B

Expense Ratio

TOTL

0.55%

Winner

NEAR

0.25%

Max Drawdown

TOTL

25.48%

Winner

NEAR

9.68%

Sharpe Ratio

TOTL

0.28

Winner

NEAR

0.54

5Y Beta

TOTL

0.02

Winner

NEAR

0.00

5Y Dividends CAGR

TOTL

10.60%

Winner

NEAR

32.72%

TOTL vs NEAR - Historical Returns

Returns include dividend reinvestment.

Period	TOTL	NEAR
1 month	+0.07%	+0.34%
3 months	-0.45%	+0.23%
6 months	+0.61%	+1.48%
1 year	+5.16%	+4.55%
5 years(CAGR)	+0.70%	+3.87%
10 years(CAGR)	+1.72%	+2.86%
Max(CAGR)	+1.76%	+2.44%

TOTL

+0.07%

Winner

NEAR

+0.34%

TOTL

-0.45%

Winner

NEAR

+0.23%

TOTL

+0.61%

Winner

NEAR

+1.48%

Winner

TOTL

+5.16%

NEAR

+4.55%

5Y(CAGR)

TOTL

+0.70%

Winner

NEAR

+3.87%

10Y(CAGR)

TOTL

+1.72%

Winner

NEAR

+2.86%

Max(CAGR)

TOTL

+1.76%

Winner

NEAR

+2.44%

TOTL vs NEAR - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	TOTL	NEAR
2026	+0.06%	+0.68%
2025	+7.65%	+5.96%
2024	+3.51%	+5.16%
2023	+5.14%	+7.44%
2022	-11.37%	+0.43%
2021	-0.98%	+0.34%
2020	+3.42%	+1.39%
2019	+7.11%	+3.53%
2018	+0.95%	+1.67%
2017	+3.49%	+1.43%
2016	+2.64%	+1.58%
2015	-0.28%	+0.85%
2014	N/A	+0.59%
2013	N/A	+0.35%

TOTL vs NEAR Drawdown Comparison

The maximum drawdown for TOTL was -16.48%, occurring on Nov 7, 2022. Recovery took 1001 trading sessions.

The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.

The current TOTL drawdown is -1.57%. The current NEAR drawdown is -0.11%.

Rank	TOTL	NEAR
#1	-16.48% Sep 2, 2021 - Aug 29, 2025	-9.61% Mar 5, 2020 - Jul 24, 2020
#2	-7.29% Mar 6, 2020 - Jul 30, 2020	-1.32% Oct 5, 2021 - Dec 19, 2022
#3	-3.29% Sep 29, 2016 - Apr 18, 2017	-1.16% Apr 3, 2025 - Apr 29, 2025
#4	-3.04% Sep 5, 2017 - Jan 3, 2019	-1.13% Feb 27, 2026 - Mar 26, 2026
#5	-2.79% Feb 27, 2026 - Mar 27, 2026	-0.76% Sep 24, 2024 - Dec 4, 2024
#6	-1.99% Jan 27, 2021 - Sep 2, 2021	-0.61% Apr 30, 2025 - Jun 11, 2025
#7	-1.41% Oct 4, 2019 - Jan 3, 2020	-0.58% Mar 27, 2024 - May 3, 2024
#8	-1.35% Oct 14, 2015 - Feb 8, 2016	-0.56% Feb 1, 2024 - Mar 7, 2024
#9	-1.31% Sep 4, 2019 - Oct 3, 2019	-0.46% Mar 8, 2024 - Mar 27, 2024
#10	-1.22% Apr 20, 2015 - Oct 2, 2015	-0.46% Dec 6, 2024 - Jan 8, 2025
#11	-1.13% Aug 6, 2020 - Dec 11, 2020	-0.34% Oct 15, 2014 - Feb 25, 2015
#12	-1.00% Oct 22, 2025 - Nov 25, 2025	-0.30% Nov 3, 2023 - Nov 14, 2023
#13	-0.94% Jun 26, 2017 - Aug 1, 2017	-0.29% May 15, 2024 - Jun 3, 2024
#14	-0.80% Feb 24, 2015 - Mar 23, 2015	-0.25% Dec 7, 2023 - Dec 13, 2023
#15	-0.77% Nov 26, 2025 - Dec 29, 2025	-0.25% Jan 8, 2025 - Jan 15, 2025

Correlation

Correlation between TOTL and NEAR is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2013 - 2026)

TOTL vs NEAR dividend yield comparison.

Year	TOTL	NEAR
2026	1.65%	1.40%
2025	5.23%	4.54%
2024	5.35%	5.00%
2023	4.85%	4.59%
2022	4.68%	1.78%
2021	3.07%	0.76%
2020	2.91%	1.53%
2019	3.31%	2.69%
2018	3.41%	2.25%
2017	3.00%	1.52%
2016	3.25%	1.07%
2015	2.67%	0.85%
2014	0.00%	0.85%
2013	0.00%	0.15%