TOTL vs SPHD
Comparison between STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF (TOTL, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).
5-Year PerformanceSPHD has outperformed TOTL, delivering a return of +8.0% compared to +0.5%
TOTL vs SPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TOTL vs SPHD - Historical Returns
Returns include dividend reinvestment.
TOTL vs SPHD - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | TOTL | SPHD |
|---|---|---|
| 2026 | -0.68% | +12.27% |
| 2025 | +7.65% | +3.29% |
| 2024 | +3.51% | +16.18% |
| 2023 | +5.14% | +0.93% |
| 2022 | -11.37% | +0.31% |
| 2021 | -0.98% | +26.77% |
| 2020 | +3.42% | -8.99% |
| 2019 | +7.11% | +20.89% |
| 2018 | +0.95% | -6.32% |
| 2017 | +3.49% | +10.79% |
| 2016 | +2.64% | +23.47% |
| 2015 | -0.28% | +4.85% |
| 2014 | N/A | +21.27% |
| 2013 | N/A | +18.33% |
| 2012 | N/A | -1.73% |
TOTL vs SPHD Drawdown Comparison
The maximum drawdown for TOTL was -16.48%, occurring on Nov 7, 2022. Recovery took 1001 trading sessions.
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The current TOTL drawdown is -2.30%. The current SPHD drawdown is -1.77%.
| Rank | TOTL | SPHD |
|---|---|---|
| #1 | -16.48% Sep 2, 2021 - Aug 29, 2025 | -41.36% Jan 17, 2020 - Mar 8, 2021 |
| #2 | -7.29% Mar 6, 2020 - Jul 30, 2020 | -19.51% Apr 20, 2022 - May 15, 2024 |
| #3 | -3.29% Sep 29, 2016 - Apr 18, 2017 | -13.30% Nov 29, 2024 - Jan 22, 2026 |
| #4 | -3.04% Sep 5, 2017 - Jan 3, 2019 | -12.52% Sep 21, 2018 - Feb 5, 2019 |
| #5 | -3.04% Feb 27, 2026 - May 19, 2026 | -11.05% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -1.99% Jan 27, 2021 - Sep 2, 2021 | -8.88% Aug 17, 2015 - Oct 22, 2015 |
| #7 | -1.41% Oct 4, 2019 - Jan 3, 2020 | -8.32% Jun 11, 2021 - Dec 29, 2021 |
| #8 | -1.35% Oct 14, 2015 - Feb 8, 2016 | -7.39% Jul 29, 2016 - Dec 7, 2016 |
| #9 | -1.31% Sep 4, 2019 - Oct 3, 2019 | -7.33% Mar 2, 2026 - Jun 26, 2026 |
| #10 | -1.22% Apr 20, 2015 - Oct 2, 2015 | -7.24% Apr 12, 2019 - Sep 10, 2019 |
| #11 | -1.13% Aug 6, 2020 - Dec 11, 2020 | -6.98% May 21, 2013 - Oct 25, 2013 |
| #12 | -1.00% Oct 22, 2025 - Nov 25, 2025 | -6.67% Dec 29, 2015 - Feb 17, 2016 |
| #13 | -0.94% Jun 26, 2017 - Aug 1, 2017 | -5.84% Nov 1, 2012 - Jan 2, 2013 |
| #14 | -0.80% Feb 24, 2015 - Mar 23, 2015 | -5.76% Jan 22, 2015 - Aug 14, 2015 |
| #15 | -0.77% Nov 26, 2025 - Dec 29, 2025 | -5.04% Jan 14, 2022 - Mar 22, 2022 |
Correlation
Correlation between TOTL and SPHD is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2012 - 2026)
TOTL vs SPHD dividend yield comparison.
| Year | TOTL | SPHD |
|---|---|---|
| 2026 | 2.97% | 2.78% |
| 2025 | 5.23% | 4.02% |
| 2024 | 5.35% | 3.41% |
| 2023 | 4.85% | 4.48% |
| 2022 | 4.68% | 3.89% |
| 2021 | 3.07% | 3.45% |
| 2020 | 2.91% | 4.89% |
| 2019 | 3.31% | 4.07% |
| 2018 | 3.41% | 4.40% |
| 2017 | 3.00% | 3.14% |
| 2016 | 3.25% | 3.83% |
| 2015 | 2.67% | 3.49% |
| 2014 | 0.00% | 3.24% |
| 2013 | 0.00% | 3.68% |
| 2012 | 0.00% | 0.93% |
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