Screener
FTSM vs ULST
First Trust Enhanced Short Maturity ETF vs State Street Ultra Short Term Bond ETF
Key differences
Both FTSM and ULST are fixed income ETFs. FTSM charges 0.29% a year and ULST 0.20%. The main difference: FTSM follows a index tracking strategy; ULST uses active selection.
- FTSM follows a index tracking strategy; ULST uses active selection.
- ULST costs 0.09% less per year.
- FTSM is much larger than ULST. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FTSM | ULST | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.20% |
| Fund size (AUM) | $6.4B | $552M |
| Since | 2014 | 2013 |
| Dividend yield | 4.16% | 4.22% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.2% | +3.9% |
| CAGR 3Y | +4.9% | +4.9% |
| CAGR 5Y | +3.5% | +3.5% |
| Sharpe 3Y | 2.45 | 1.22 |
| Volatility 1Y | 0.48% | 0.66% |
| Max drawdown | -4.12% | -6.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.