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FXED vs ULST

Sound Enhanced Fixed Income ETF vs State Street Ultra Short Term Bond ETF

FXED

Sound Enhanced Fixed Income ETF

Annual cost

1.89%

Fund size

$40M

ULST

State Street Ultra Short Term Bond ETF

Annual cost

0.20%

Fund size

$552M

Key differences

Both FXED and ULST are fixed income ETFs. FXED charges 1.89% a year and ULST 0.20%. The main difference: ULST costs 1.69% less per year.

  • ULST costs 1.69% less per year.
  • ULST is much larger than FXED. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FXED has delivered higher annualized returns.
  • ULST has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FXEDULST
Annual cost (TER)1.89%0.20%
Fund size (AUM)$40M$552M
Since20202013
Dividend yield7.10%4.22%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.5%+3.9%
CAGR 3Y+6.6%+4.9%
CAGR 5Y+2.3%+3.5%
Sharpe 3Y0.381.22
Volatility 1Y6.85%0.66%
Max drawdown-20.07%-6.20%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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