STOT vs. EPS ETF Comparison

Comparison of SPDR DoubleLine Short Duration Total Return Tactical ETF (STOT) to WisdomTree Earnings 500 Fund (EPS)
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

$46.85

Average Daily Volume

28,885

Number of Holdings *

142

* may have additional holdings in another (foreign) market
EPS

WisdomTree Earnings 500 Fund

EPS Description The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Earning 500 Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the large-capitalization segment of the U.S. Stock Market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$55.57

Average Daily Volume

53,600

Number of Holdings *

493

* may have additional holdings in another (foreign) market
Performance
Period STOT EPS
30 Days 0.70% 4.53%
60 Days 0.52% 0.34%
90 Days 0.97% 3.69%
12 Months 5.67% 26.90%
53 Overlapping Holdings
Symbol Grade Weight in STOT Weight in EPS Overlap
ABBV D 0.13% 0.98% 0.13%
APA F 0.04% 0.04% 0.04%
ATO C 0.13% 0.03% 0.03%
AVTR D 0.32% 0.03% 0.03%
BAC A 0.09% 1.61% 0.09%
C A 0.27% 0.71% 0.27%
CAG B 0.28% 0.05% 0.05%
CARR A 0.28% 0.11% 0.11%
CF F 0.05% 0.08% 0.05%
CHK C 0.1% 0.04% 0.04%
CHTR F 0.04% 0.14% 0.04%
CNC C 0.07% 0.16% 0.07%
COF B 0.06% 0.24% 0.06%
COTY F 0.02% 0.01% 0.01%
DTE A 0.02% 0.04% 0.02%
EIX A 0.27% 0.08% 0.08%
EQT C 0.02% 0.03% 0.02%
ETR A 0.28% 0.05% 0.05%
GDDY A 0.22% 0.06% 0.06%
GM B 0.27% 0.38% 0.27%
GS A 0.28% 0.43% 0.28%
HCA C 0.28% 0.26% 0.26%
IQV D 0.21% 0.07% 0.07%
IRM C 0.07% 0.03% 0.03%
JPM A 0.1% 2.71% 0.1%
KDP A 0.28% 0.1% 0.1%
KHC C 0.03% 0.15% 0.03%
LUV D 0.28% 0.02% 0.02%
MAR D 0.28% 0.11% 0.11%
MCHP C 0.28% 0.21% 0.21%
MMC B 0.28% 0.17% 0.17%
MS A 0.27% 0.49% 0.27%
OMC A 0.28% 0.06% 0.06%
OVV D 0.02% 0.05% 0.02%
OXY D 0.02% 0.2% 0.02%
PCG B 0.01% 0.1% 0.01%
PFGC D 0.02% 0.02% 0.02%
RSG B 0.28% 0.08% 0.08%
SSNC C 0.23% 0.04% 0.04%
T B 0.29% 0.78% 0.29%
TDG A 0.01% 0.08% 0.01%
TMO B 0.28% 0.41% 0.28%
TMUS B 0.01% 0.35% 0.01%
UAL B 0.06% 0.11% 0.06%
UBER D 0.02% 0.09% 0.02%
UNH B 0.15% 0.91% 0.15%
VLO D 0.27% 0.37% 0.27%
VST B 0.22% 0.14% 0.14%
VZ C 0.29% 0.9% 0.29%
WELL A 0.29% 0.04% 0.04%
WFC A 0.28% 1.0% 0.28%
WPC B 0.26% 0.02% 0.02%
YUM D 0.22% 0.06% 0.06%
STOT Overweight 89 Positions Relative to EPS
Symbol Grade Weight
B B 2.8%
FR D 0.79%
FNA F 0.56%
CPS F 0.31%
RY A 0.29%
DLTR D 0.28%
PXD B 0.28%
RPRX F 0.28%
SLB D 0.27%
TFC A 0.27%
TD F 0.27%
BA F 0.27%
DELL B 0.26%
BCC D 0.26%
BERY C 0.26%
ELAN C 0.26%
LMAT A 0.24%
H D 0.24%
UPST D 0.24%
REYN A 0.22%
AXTA A 0.22%
WMG D 0.22%
BNS D 0.21%
CM C 0.18%
ENR C 0.18%
REZI C 0.16%
AAL C 0.15%
KAR B 0.15%
CABO F 0.15%
CCL F 0.13%
ESI D 0.12%
BHF F 0.12%
KREF F 0.12%
TIGO B 0.1%
FUN B 0.1%
TRTX B 0.1%
BRSP F 0.08%
BYD F 0.08%
POST A 0.07%
NRG A 0.07%
SPH D 0.07%
BXMT F 0.07%
GT D 0.06%
NLY A 0.06%
FN B 0.06%
GPMT F 0.05%
GFF C 0.05%
CNX C 0.05%
SAH B 0.05%
SXC D 0.05%
STWD C 0.05%
GLT F 0.05%
NGL D 0.05%
PFSI A 0.05%
AXL B 0.04%
CLH B 0.04%
HESM C 0.04%
OPCH D 0.04%
USAC D 0.04%
VSCO D 0.04%
ICLR D 0.04%
WFRD C 0.03%
BANC B 0.03%
CCO D 0.03%
THC A 0.03%
CYH C 0.03%
BALY D 0.03%
CTLT D 0.02%
UNIT F 0.02%
IEP C 0.02%
WD B 0.02%
WES A 0.02%
SWN C 0.02%
PPC A 0.02%
OMF B 0.02%
COMM F 0.02%
MSC C 0.02%
IHRT F 0.01%
BTU F 0.01%
AM A 0.01%
RCMT F 0.01%
NAVI F 0.01%
TGI C 0.01%
UAN C 0.01%
FYBR B 0.01%
SUN D 0.01%
RIG F 0.01%
BX C 0.01%
NXST B 0.01%
STOT Underweight 440 Positions Relative to EPS
Symbol Grade Weight
MSFT C -5.83%
GOOGL B -5.52%
AAPL B -4.9%
META D -3.56%
AMZN B -3.22%
NVDA B -2.99%
XOM B -2.33%
BRK.A C -1.75%
AVGO C -1.25%
CVX A -1.24%
JNJ D -1.08%
WMT B -0.94%
V C -0.84%
CSCO D -0.74%
PG A -0.73%
ORCL D -0.72%
QCOM A -0.71%
HD D -0.67%
CMCSA D -0.66%
CAT C -0.59%
LLY C -0.58%
BMY F -0.54%
KO A -0.51%
MA D -0.51%
AMAT C -0.5%
COP D -0.49%
AMGN B -0.46%
MPC D -0.46%
PEP B -0.46%
AXP A -0.46%
DE B -0.44%
PM A -0.43%
TSLA D -0.43%
IBM D -0.42%
TXN A -0.42%
MRK B -0.42%
MO A -0.4%
RTX A -0.4%
NFLX C -0.39%
CRM D -0.39%
CI D -0.38%
PSX D -0.37%
CVS F -0.37%
COST A -0.37%
LOW D -0.35%
ELV A -0.35%
UPS D -0.32%
F D -0.32%
DIS D -0.32%
ADI A -0.32%
DHR B -0.31%
ABT F -0.31%
SCHW A -0.31%
MCD D -0.31%
LRCX D -0.3%
LMT A -0.3%
GILD F -0.29%
EOG C -0.29%
LNG D -0.27%
PNC A -0.27%
BKNG B -0.27%
ADBE D -0.27%
REGN C -0.26%
KLAC A -0.26%
UNP C -0.26%
HON C -0.25%
MET B -0.25%
BLK C -0.24%
PYPL C -0.24%
ABNB D -0.24%
INTU D -0.23%
PCAR D -0.22%
DHI D -0.22%
USB D -0.22%
AIG A -0.22%
PRU A -0.21%
DAL A -0.21%
NUE D -0.21%
MCK A -0.2%
HPQ C -0.2%
SMCI D -0.2%
MMM A -0.2%
VRTX C -0.2%
TJX C -0.19%
GE C -0.19%
SCCO A -0.19%
LEN C -0.19%
SO A -0.18%
AFL A -0.18%
SYK D -0.18%
FANG B -0.18%
APH A -0.17%
MDLZ B -0.17%
DUK A -0.17%
DVN C -0.17%
DFS C -0.17%
FIS A -0.17%
URI C -0.16%
FDX C -0.16%
CSX D -0.16%
PH A -0.16%
GD A -0.16%
HPE D -0.16%
BK A -0.16%
BSX A -0.16%
TGT D -0.16%
SPGI B -0.16%
NKE F -0.16%
ANET B -0.16%
NOC C -0.15%
KR C -0.15%
ADP C -0.15%
AMP A -0.15%
PHM B -0.14%
SBUX F -0.14%
BDX F -0.14%
ADM C -0.14%
CMI A -0.14%
ICE D -0.14%
GLW B -0.13%
D A -0.13%
CRBG B -0.13%
HIG B -0.13%
MSI A -0.13%
NOW D -0.13%
EMR B -0.13%
MTB A -0.13%
ON F -0.13%
PGR A -0.13%
STLD D -0.13%
EBAY D -0.12%
PLD D -0.12%
FITB A -0.12%
SNPS D -0.12%
TRV D -0.12%
CTSH D -0.12%
CL A -0.12%
ITW D -0.12%
CME D -0.12%
SRE A -0.12%
AZO D -0.11%
ISRG C -0.11%
GIS B -0.11%
INTC F -0.11%
OKE A -0.11%
WM A -0.11%
ROP D -0.11%
ALB C -0.11%
AEP A -0.11%
NSC D -0.11%
CEG B -0.11%
PANW B -0.11%
SHW D -0.11%
PSTG C -0.1%
GPN F -0.1%
CTRA B -0.1%
HUM D -0.1%
ORLY D -0.1%
CDNS D -0.1%
APD C -0.1%
ADSK D -0.1%
RF B -0.1%
KEYS D -0.1%
FTNT F -0.1%
LHX A -0.1%
STT B -0.1%
HBAN A -0.1%
KMI A -0.1%
SYF B -0.1%
NTAP B -0.1%
WMB A -0.1%
FCNCA B -0.1%
HAL F -0.1%
MCO A -0.09%
BLDR D -0.09%
VICI B -0.09%
ZTS D -0.09%
KVUE C -0.09%
MKL A -0.09%
ZM D -0.09%
CFG A -0.09%
SPG D -0.09%
KMB B -0.09%
CDW D -0.09%
DHS A -0.08%
RJF B -0.08%
PSA C -0.08%
TER A -0.08%
TROW D -0.08%
APP B -0.08%
HSY B -0.08%
CMG A -0.08%
GEHC D -0.08%
SWKS F -0.08%
EQH A -0.08%
EXC B -0.08%
SYY D -0.08%
GWW D -0.08%
JBL D -0.08%
CRWD C -0.08%
BIIB C -0.08%
STZ C -0.08%
NVR D -0.07%
HES B -0.07%
ED A -0.07%
AJG C -0.07%
MRO D -0.07%
PFG C -0.07%
A B -0.07%
DD A -0.07%
ECL A -0.07%
DINO D -0.07%
TDY D -0.07%
CTAS A -0.07%
ROST D -0.07%
IT D -0.07%
EA F -0.07%
FOXA B -0.07%
ANSS D -0.07%
WDAY F -0.07%
HLT C -0.07%
DOW B -0.07%
ENPH F -0.07%
PEG A -0.07%
MPWR B -0.07%
AKAM F -0.06%
LPLA C -0.06%
ES B -0.06%
PPG D -0.06%
OC A -0.06%
PTC D -0.06%
PAYX C -0.06%
FICO C -0.06%
FFIV D -0.06%
K B -0.06%
PLTR D -0.06%
ACI C -0.06%
AME D -0.06%
WAB A -0.06%
CAH F -0.06%
DOV A -0.06%
EW D -0.06%
NTNX A -0.06%
WLK B -0.06%
CPRT D -0.06%
AMT D -0.06%
OTIS C -0.06%
IR D -0.06%
FNF B -0.05%
NTRS B -0.05%
RGA A -0.05%
BBY D -0.05%
FAST D -0.05%
FTV D -0.05%
VRSN F -0.05%
CCI D -0.05%
HUBS D -0.05%
L A -0.05%
CBRE D -0.05%
BKR D -0.05%
LDOS A -0.05%
MOS F -0.05%
GPC C -0.05%
CPAY D -0.05%
GEV C -0.05%
MLM C -0.05%
TSCO B -0.05%
FE A -0.05%
NDAQ C -0.05%
DDOG D -0.05%
TYL A -0.05%
OKTA D -0.05%
ZBH D -0.05%
EQIX D -0.05%
RS D -0.05%
MNST D -0.05%
XEL C -0.05%
PWR A -0.05%
NET F -0.04%
MOH D -0.04%
VRT B -0.04%
ULTA D -0.04%
AVB A -0.04%
IDXX D -0.04%
TTD B -0.04%
DXCM D -0.04%
IPG D -0.04%
CNP B -0.04%
PAG B -0.04%
MSCI D -0.04%
DRI F -0.04%
DGX B -0.04%
DT D -0.04%
CE D -0.04%
ZS F -0.04%
HOLX D -0.04%
PPL A -0.04%
KEY B -0.04%
TWLO D -0.04%
SNOW F -0.04%
TXT D -0.04%
BEN D -0.04%
HWM B -0.04%
VRSK A -0.04%
DLR D -0.04%
VMC B -0.04%
MTD B -0.04%
EPAM F -0.04%
TEAM D -0.04%
CNA B -0.04%
CSL A -0.04%
ODFL D -0.04%
WSM A -0.04%
WRB D -0.04%
BSY A -0.04%
EXPE F -0.04%
RMD C -0.04%
WEC B -0.04%
ROK D -0.04%
WST D -0.03%
U F -0.03%
TRGP C -0.03%
HST D -0.03%
WRK A -0.03%
SIRI F -0.03%
VEEV D -0.03%
AVY A -0.03%
UTHR B -0.03%
CSGP C -0.03%
WSO A -0.03%
BALL C -0.03%
EXR C -0.03%
XYL A -0.03%
BAH A -0.03%
AWK B -0.03%
O B -0.03%
MDB F -0.03%
SOLV F -0.03%
CPNG C -0.03%
AEE B -0.03%
HUBB C -0.03%
LVS D -0.03%
EMN A -0.03%
CMS A -0.03%
CINF C -0.03%
LKQ D -0.03%
SJM D -0.03%
CPB B -0.03%
EFX D -0.03%
CBOE D -0.03%
PKG D -0.03%
MAS D -0.03%
EXPD D -0.03%
SNA D -0.03%
TAP D -0.03%
DECK D -0.03%
HRL B -0.03%
J D -0.03%
CHD A -0.03%
BR D -0.03%
IP B -0.03%
MANH D -0.03%
BRO B -0.03%
ERIE C -0.02%
CELH C -0.02%
BLD C -0.02%
WTRG B -0.02%
CRL D -0.02%
USFD B -0.02%
CLX D -0.02%
GL F -0.02%
INVH B -0.02%
GLPI D -0.02%
ACM D -0.02%
NDSN A -0.02%
FDS D -0.02%
TSN C -0.02%
LW D -0.02%
GGG D -0.02%
AXON C -0.02%
IEX D -0.02%
ROL A -0.02%
TTWO D -0.02%
NWSA D -0.02%
RPM D -0.02%
POOL D -0.02%
LYV D -0.02%
NI A -0.02%
DPZ C -0.02%
ALGN F -0.02%
MKC B -0.02%
JBHT D -0.02%
EQR A -0.02%
PINS B -0.02%
WY D -0.02%
EVRG B -0.02%
HEI A -0.02%
LNT B -0.02%
WAT C -0.02%
EXAS F -0.01%
FND C -0.01%
REXR D -0.01%
DAY D -0.01%
SWK D -0.01%
KIM B -0.01%
CPT B -0.01%
XPO D -0.01%
MORN D -0.01%
BMRN F -0.01%
AMH C -0.01%
MGM F -0.01%
SUI D -0.01%
PODD D -0.01%
CASY A -0.01%
TW B -0.01%
NBIX C -0.01%
BURL D -0.01%
LII B -0.01%
TECH B -0.01%
UDR B -0.01%
PAYC F -0.01%
INCY F -0.01%
VTR B -0.01%
ALNY C -0.01%
EME A -0.01%
REG D -0.01%
ELS D -0.01%
LBRDK F -0.01%
TFX F -0.01%
CHRW B -0.01%
WMS B -0.01%
ARE D -0.01%
SBAC D -0.01%
JKHY C -0.01%
MAA B -0.01%
CCK B -0.01%
ESS A -0.01%
LECO D -0.0%
SAIA F -0.0%
FIVE F -0.0%
Compare ETFs