TOTL vs SUSA
Comparison between STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF (TOTL, ETF) and ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF).
5-Year PerformanceSUSA has outperformed TOTL, delivering a return of +11.3% compared to +0.6%
TOTL vs SUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TOTL vs SUSA - Historical Returns
Returns include dividend reinvestment.
TOTL vs SUSA - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | TOTL | SUSA |
|---|---|---|
| 2026 | -0.54% | +8.53% |
| 2025 | +7.65% | +15.98% |
| 2024 | +3.51% | +23.30% |
| 2023 | +5.14% | +24.42% |
| 2022 | -11.37% | -21.45% |
| 2021 | -0.98% | +32.05% |
| 2020 | +3.42% | +25.25% |
| 2019 | +7.11% | +34.69% |
| 2018 | +0.95% | -4.52% |
| 2017 | +3.49% | +23.33% |
| 2016 | +2.64% | +16.07% |
| 2015 | -0.28% | -0.38% |
| 2014 | N/A | +16.22% |
| 2013 | N/A | +29.43% |
| 2012 | N/A | +10.66% |
| 2011 | N/A | +2.05% |
| 2010 | N/A | +14.29% |
| 2009 | N/A | +29.40% |
| 2008 | N/A | -33.36% |
| 2007 | N/A | +5.98% |
| 2006 | N/A | +12.94% |
| 2005 | N/A | +9.22% |
TOTL vs SUSA Drawdown Comparison
The maximum drawdown for TOTL was -16.48%, occurring on Nov 7, 2022. Recovery took 1001 trading sessions.
The maximum drawdown for SUSA was -52.90%, occurring on Mar 9, 2009. Recovery took 847 trading sessions.
The current TOTL drawdown is -2.16%. The current SUSA drawdown is -2.96%.
| Rank | TOTL | SUSA |
|---|---|---|
| #1 | -16.48% Sep 2, 2021 - Aug 29, 2025 | -52.90% Oct 9, 2007 - Feb 18, 2011 |
| #2 | -7.29% Mar 6, 2020 - Jul 30, 2020 | -32.93% Feb 19, 2020 - Jul 17, 2020 |
| #3 | -3.29% Sep 29, 2016 - Apr 18, 2017 | -28.22% Dec 29, 2021 - Feb 7, 2024 |
| #4 | -3.04% Sep 5, 2017 - Jan 3, 2019 | -19.30% Dec 4, 2024 - Jun 30, 2025 |
| #5 | -3.04% Feb 27, 2026 - May 19, 2026 | -18.60% Oct 1, 2018 - Mar 21, 2019 |
| #6 | -1.99% Jan 27, 2021 - Sep 2, 2021 | -18.21% Jul 7, 2011 - Feb 1, 2012 |
| #7 | -1.41% Oct 4, 2019 - Jan 3, 2020 | -12.76% May 20, 2015 - Apr 1, 2016 |
| #8 | -1.35% Oct 14, 2015 - Feb 8, 2016 | -11.53% Apr 2, 2012 - Jan 2, 2013 |
| #9 | -1.31% Sep 4, 2019 - Oct 3, 2019 | -9.71% Jan 28, 2026 - Apr 17, 2026 |
| #10 | -1.22% Apr 20, 2015 - Oct 2, 2015 | -9.62% Jan 26, 2018 - Aug 3, 2018 |
| #11 | -1.13% Aug 6, 2020 - Dec 11, 2020 | -9.26% Sep 2, 2020 - Nov 11, 2020 |
| #12 | -1.00% Oct 22, 2025 - Nov 25, 2025 | -8.32% Jul 19, 2007 - Oct 1, 2007 |
| #13 | -0.94% Jun 26, 2017 - Aug 1, 2017 | -7.53% Jul 16, 2024 - Aug 23, 2024 |
| #14 | -0.80% Feb 24, 2015 - Mar 23, 2015 | -7.23% Apr 23, 2019 - Jun 20, 2019 |
| #15 | -0.77% Nov 26, 2025 - Dec 29, 2025 | -6.86% May 2, 2011 - Jul 7, 2011 |
Correlation
Correlation between TOTL and SUSA is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
TOTL vs SUSA dividend yield comparison.
| Year | TOTL | SUSA |
|---|---|---|
| 2026 | 2.09% | 0.40% |
| 2025 | 5.23% | 0.89% |
| 2024 | 5.35% | 1.15% |
| 2023 | 4.85% | 1.32% |
| 2022 | 4.68% | 1.52% |
| 2021 | 3.07% | 0.98% |
| 2020 | 2.91% | 2.01% |
| 2019 | 3.31% | 3.04% |
| 2018 | 3.41% | 3.45% |
| 2017 | 3.00% | 2.80% |
| 2016 | 3.25% | 3.11% |
| 2015 | 2.67% | 2.85% |
| 2014 | 0.00% | 2.43% |
| 2013 | 0.00% | 2.59% |
| 2012 | 0.00% | 3.53% |
| 2011 | 0.00% | 2.90% |
| 2010 | 0.00% | 2.95% |
| 2009 | 0.00% | 3.28% |
| 2008 | 0.00% | 4.59% |
| 2007 | 0.00% | 2.57% |
| 2006 | 0.00% | 3.01% |
| 2005 | 0.00% | 2.30% |
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