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MSTI vs USIN

Madison Short-Term Strategic Income ETF vs Wisdomtree 7-10 Year Laddered Treasury Fund ETF

MSTI

Madison Short-Term Strategic Income ETF

Annual cost

0.36%

Fund size

$49M

USIN

Wisdomtree 7-10 Year Laddered Treasury Fund ETF

Annual cost

0.15%

Fund size

$4M

Key differences

Both MSTI and USIN are fixed income ETFs. MSTI charges 0.36% a year and USIN 0.15%. The main difference: MSTI follows a active selection strategy; USIN uses index tracking.

  • MSTI follows a active selection strategy; USIN uses index tracking.
  • USIN costs 0.21% less per year.
  • MSTI is much larger than USIN. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

MSTIUSIN
Annual cost (TER)0.36%0.15%
Fund size (AUM)$49M$4M
Since20232024
Dividend yield5.31%3.97%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.2%+3.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.44%4.68%
Max drawdown-1.47%-6.88%

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

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