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MSTI vs SBND

Madison Short-Term Strategic Income ETF vs Columbia Short Duration Bond ETF

MSTI

Madison Short-Term Strategic Income ETF

Annual cost

0.36%

Fund size

$49M

SBND

Columbia Short Duration Bond ETF

Annual cost

0.25%

Fund size

$215M

Key differences

Both MSTI and SBND are fixed income ETFs. MSTI charges 0.36% a year and SBND 0.25%. The main difference: MSTI follows a active selection strategy; SBND uses index tracking.

  • MSTI follows a active selection strategy; SBND uses index tracking.
  • SBND costs 0.11% less per year.
  • SBND is much larger than MSTI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

MSTISBND
Annual cost (TER)0.36%0.25%
Fund size (AUM)$49M$215M
Since20232021
Dividend yield5.31%4.51%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.2%+5.2%
CAGR 3YN/A+6.1%
CAGR 5YN/AN/A
Sharpe 3YN/A0.79
Volatility 1Y2.44%2.43%
Max drawdown-1.47%-10.53%

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

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