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MSTI vs GSY

Madison Short-Term Strategic Income ETF vs Invesco Ultra Short Duration ETF

MSTI

Madison Short-Term Strategic Income ETF

Madison Asset Management, LLC

Annual cost

0.36%

Fund size

$51M

GSY

Invesco Ultra Short Duration ETF

Invesco

Annual cost

0.22%

Fund size

$3.5B

Key differences

  • GSY costs 0.14% less per year.
  • GSY is significantly larger than MSTI — larger funds tend to be more liquid and less likely to close.
  • GSY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MSTIGSY
Annual cost (TER)0.36%0.22%
Fund size (AUM)$51M$3.5B
Since20232008
Dividend yield5.35%4.38%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.6%+4.6%
CAGR 3YN/A+5.4%
CAGR 5YN/A+3.6%
Sharpe 3YN/A3.35
Volatility 1Y2.52%0.40%
Max drawdown-1.47%-5.25%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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