STOT vs. IWL ETF Comparison

Comparison of SPDR DoubleLine Short Duration Total Return Tactical ETF (STOT) to iShares Russell Top 200 ETF (IWL)

STOT

SPDR DoubleLine Short Duration Total Return Tactical ETF

STOT Description

The SPDR DoubleLine Short Duration Total Return Tactical ETF seeks to maximize current income with a dollar-weighted average effective duration between one and three years.

Grade (RS Rating)

Last Trade

$47.18

Average Daily Volume

23,243

Number of Holdings ^*

141

* may have additional holdings in another (foreign) market

IWL

iShares Russell Top 200 ETF

IWL Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Top 200Â® Index (the "underlying index"), which is a float-adjusted, capitalization-weighted index that measures the performance of the largest capitalization sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$140.37

Average Daily Volume

60,395

Number of Holdings ^*

198

* may have additional holdings in another (foreign) market

Performance

Period	STOT	IWL
30 Days	0.13%	4.60%
60 Days	0.75%	11.48%
90 Days	2.17%	2.53%
12 Months	7.03%	38.05%

31 Overlapping Holdings

Symbol	Grade	Weight in STOT	Weight in IWL	Overlap
ABBV	C	0.13%	0.86%	0.13%
BA	F	0.27%	0.22%	0.22%
BAC	B	0.09%	0.65%	0.09%
BX	C	0.01%	0.26%	0.01%
C	B	0.27%	0.29%	0.27%
CARR	A	0.28%	0.16%	0.16%
COF	A	0.06%	0.14%	0.06%
DELL	C	0.26%	0.08%	0.08%
GM	D	0.27%	0.12%	0.12%
GS	B	0.28%	0.38%	0.28%
HCA	C	0.28%	0.19%	0.19%
JPM	C	0.1%	1.46%	0.1%
KDP	C	0.28%	0.1%	0.1%
KHC	F	0.03%	0.08%	0.03%
MAR	A	0.28%	0.14%	0.14%
MMC	D	0.28%	0.27%	0.27%
MS	A	0.27%	0.3%	0.27%
OXY	D	0.02%	0.09%	0.02%
RSG	D	0.28%	0.1%	0.1%
SLB	D	0.27%	0.15%	0.15%
T	B	0.29%	0.39%	0.29%
TDG	A	0.01%	0.19%	0.01%
TFC	D	0.27%	0.14%	0.14%
TMO	D	0.28%	0.57%	0.28%
TMUS	A	0.01%	0.24%	0.01%
UBER	C	0.02%	0.37%	0.02%
UNH	B	0.15%	1.32%	0.15%
VLO	F	0.27%	0.11%	0.11%
VZ	C	0.29%	0.47%	0.29%
WELL	C	0.29%	0.19%	0.19%
WFC	B	0.28%	0.48%	0.28%

STOT Overweight 110 Positions Relative to IWL

Symbol	Grade	Weight
B	A	2.8%
FR	D	0.79%
FNA	F	0.56%
AVTR	D	0.32%
CPS	F	0.31%
RY	C	0.29%
DLTR	F	0.28%
MCHP	F	0.28%
OMC	C	0.28%
LUV	B	0.28%
CAG	D	0.28%
RPRX	D	0.28%
ETR	A	0.28%
EIX	C	0.27%
TD	B	0.27%
BCC	C	0.26%
WPC	C	0.26%
BERY	C	0.26%
ELAN	D	0.26%
LMAT	A	0.24%
H	B	0.24%
UPST	C	0.24%
SSNC	C	0.23%
VST	A	0.22%
GDDY	B	0.22%
REYN	D	0.22%
AXTA	C	0.22%
WMG	D	0.22%
YUM	C	0.22%
IQV	F	0.21%
BNS	C	0.21%
CM	C	0.18%
ENR	B	0.18%
REZI	D	0.16%
AAL	D	0.15%
KAR	F	0.15%
CABO	F	0.15%
ATO	A	0.13%
CCL	C	0.13%
ESI	C	0.12%
BHF	D	0.12%
KREF	C	0.12%
CHK	C	0.1%
TIGO	C	0.1%
FUN	F	0.1%
TRTX	D	0.1%
BRSP	D	0.08%
BYD	B	0.08%
CNC	F	0.07%
POST	C	0.07%
NRG	A	0.07%
SPH	D	0.07%
BXMT	C	0.07%
IRM	B	0.07%
GT	F	0.06%
UAL	A	0.06%
NLY	C	0.06%
FN	B	0.06%
GPMT	D	0.05%
GFF	C	0.05%
CNX	A	0.05%
SAH	D	0.05%
SXC	F	0.05%
STWD	C	0.05%
GLT	C	0.05%
NGL	D	0.05%
PFSI	C	0.05%
CF	A	0.05%
AXL	F	0.04%
CLH	B	0.04%
HESM	C	0.04%
OPCH	F	0.04%
APA	F	0.04%
USAC	D	0.04%
VSCO	C	0.04%
ICLR	F	0.04%
CHTR	D	0.04%
WFRD	F	0.03%
BANC	D	0.03%
CCO	C	0.03%
THC	D	0.03%
CYH	C	0.03%
BALY	B	0.03%
CTLT	A	0.02%
UNIT	B	0.02%
IEP	F	0.02%
EQT	C	0.02%
WD	C	0.02%
OVV	D	0.02%
COTY	F	0.02%
WES	B	0.02%
SWN	D	0.02%
PFGC	A	0.02%
PPC	C	0.02%
OMF	D	0.02%
COMM	C	0.02%
MSC	B	0.02%
DTE	B	0.02%
IHRT	C	0.01%
BTU	B	0.01%
AM	A	0.01%
RCMT	D	0.01%
NAVI	D	0.01%
TGI	F	0.01%
UAN	F	0.01%
FYBR	C	0.01%
SUN	D	0.01%
RIG	F	0.01%
NXST	D	0.01%
PCG	C	0.01%

STOT Underweight 167 Positions Relative to IWL

Symbol	Grade	Weight
AAPL	C	-8.08%
MSFT	D	-7.68%
NVDA	B	-6.72%
AMZN	C	-4.22%
META	A	-3.1%
GOOGL	B	-2.41%
BRK.A	B	-2.06%
GOOG	B	-2.04%
AVGO	B	-1.87%
TSLA	C	-1.76%
LLY	D	-1.74%
XOM	A	-1.32%
V	B	-1.07%
MA	A	-1.01%
HD	A	-1.0%
PG	D	-1.0%
COST	C	-0.96%
JNJ	D	-0.96%
WMT	A	-0.87%
NFLX	A	-0.74%
MRK	F	-0.71%
KO	C	-0.68%
ORCL	A	-0.64%
AMD	C	-0.63%
CVX	B	-0.63%
CRM	B	-0.62%
PEP	F	-0.58%
LIN	C	-0.56%
ADBE	F	-0.55%
MCD	A	-0.54%
ACN	B	-0.54%
CSCO	A	-0.53%
GE	B	-0.5%
IBM	A	-0.49%
ABT	C	-0.48%
CAT	A	-0.47%
PM	D	-0.46%
TXN	C	-0.45%
QCOM	D	-0.45%
DHR	D	-0.44%
NOW	B	-0.44%
NEE	C	-0.43%
ISRG	C	-0.42%
AMGN	D	-0.42%
DIS	D	-0.42%
RTX	A	-0.41%
INTU	F	-0.41%
PFE	D	-0.4%
AMAT	C	-0.4%
CMCSA	B	-0.39%
SPGI	C	-0.39%
LOW	C	-0.38%
UNP	F	-0.37%
AXP	A	-0.37%
PGR	B	-0.36%
BLK	A	-0.34%
BKNG	B	-0.34%
HON	C	-0.33%
SYK	C	-0.32%
LMT	A	-0.32%
ETN	B	-0.32%
TJX	D	-0.32%
COP	D	-0.31%
VRTX	D	-0.3%
BSX	A	-0.3%
CB	A	-0.29%
ELV	F	-0.29%
PLD	D	-0.28%
ADP	A	-0.28%
MDT	C	-0.28%
AMT	D	-0.27%
REGN	D	-0.27%
SBUX	B	-0.27%
MU	D	-0.27%
ADI	B	-0.27%
LRCX	D	-0.26%
GILD	A	-0.26%
DE	C	-0.26%
NKE	D	-0.26%
BMY	A	-0.26%
PANW	B	-0.25%
KLAC	B	-0.25%
FI	A	-0.25%
INTC	D	-0.24%
UPS	D	-0.24%
CI	D	-0.24%
MDLZ	D	-0.24%
ANET	A	-0.24%
SO	A	-0.24%
ICE	A	-0.23%
SCHW	D	-0.23%
ZTS	C	-0.22%
SHW	C	-0.22%
DUK	C	-0.22%
CEG	A	-0.21%
EQIX	C	-0.21%
KKR	A	-0.21%
TT	A	-0.21%
MO	D	-0.21%
PYPL	A	-0.2%
PH	A	-0.2%
CME	A	-0.2%
GD	C	-0.2%
WM	B	-0.2%
CL	D	-0.2%
APH	D	-0.19%
SNPS	F	-0.19%
MMM	C	-0.19%
ITW	C	-0.19%
CVS	D	-0.19%
CMG	C	-0.19%
CDNS	D	-0.18%
PNC	C	-0.18%
FCX	B	-0.18%
EOG	B	-0.18%
MSI	A	-0.18%
MCO	D	-0.18%
NOC	B	-0.18%
CSX	D	-0.17%
ORLY	A	-0.17%
AON	A	-0.17%
APO	A	-0.17%
USB	C	-0.17%
GEV	A	-0.17%
BDX	C	-0.17%
TGT	C	-0.17%
CTAS	C	-0.17%
ECL	C	-0.16%
APD	C	-0.16%
MCK	F	-0.16%
MRVL	C	-0.15%
FDX	F	-0.15%
EMR	B	-0.15%
NEM	C	-0.15%
CRWD	D	-0.15%
CRH	C	-0.15%
SPOT	C	-0.14%
PSX	D	-0.14%
NSC	C	-0.14%
PSA	C	-0.14%
ADSK	B	-0.14%
MPC	D	-0.14%
ROP	D	-0.14%
JCI	C	-0.13%
SRE	C	-0.13%
TRV	B	-0.13%
AEP	C	-0.13%
AZO	D	-0.13%
ABNB	D	-0.13%
AIG	C	-0.12%
KMB	D	-0.12%
MET	A	-0.12%
FTNT	A	-0.12%
D	A	-0.12%
DASH	A	-0.12%
PCAR	D	-0.12%
WDAY	D	-0.12%
CPRT	B	-0.11%
EW	F	-0.1%
STZ	D	-0.1%
F	D	-0.1%
SNOW	F	-0.09%
MNST	D	-0.09%
LULU	D	-0.08%
TEAM	D	-0.06%
MRNA	F	-0.05%
EL	D	-0.05%