Screener
FSMB vs ULST
First Trust Short Duration Managed Municipal ETF vs State Street Ultra Short Term Bond ETF
Key differences
Both FSMB and ULST are fixed income ETFs. FSMB charges 0.34% a year and ULST 0.20%. The main difference: ULST costs 0.14% less per year.
- ULST costs 0.14% less per year.
- Over the last three years, ULST has delivered higher annualized returns.
- ULST has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FSMB | ULST | |
|---|---|---|
| Annual cost (TER) | 0.34% | 0.20% |
| Fund size (AUM) | $611M | $552M |
| Since | 2018 | 2013 |
| Dividend yield | 3.15% | 4.22% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.0% | +3.9% |
| CAGR 3Y | +3.5% | +4.9% |
| CAGR 5Y | +1.5% | +3.5% |
| Sharpe 3Y | -0.03 | 1.22 |
| Volatility 1Y | 1.40% | 0.66% |
| Max drawdown | -6.32% | -6.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.