Screener
MSTB vs ULST
LHA Market State Tactical Beta ETF vs State Street Ultra Short Term Bond ETF
Key differences
MSTB is an equity ETF, while ULST is a fixed income ETF. MSTB charges 1.38% a year and ULST 0.20%.
- MSTB is an equity fund, while ULST is a fixed income fund. They carry different risk/return profiles.
- ULST costs 1.18% less per year.
- Over the last three years, MSTB has delivered higher annualized returns.
- ULST has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MSTB | ULST | |
|---|---|---|
| Annual cost (TER) | 1.38% | 0.20% |
| Fund size (AUM) | $197M | $552M |
| Since | 2020 | 2013 |
| Dividend yield | 0.38% | 4.22% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.4% | +3.9% |
| CAGR 3Y | +17.8% | +4.9% |
| CAGR 5Y | +8.2% | +3.5% |
| Sharpe 3Y | 1.14 | 1.22 |
| Volatility 1Y | 10.59% | 0.66% |
| Max drawdown | -25.64% | -6.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.