Screener
MSTI vs YEAR
Madison Short-Term Strategic Income ETF vs AB Ultra Short Income ETF
Key differences
- YEAR costs 0.11% less per year.
- YEAR is significantly larger than MSTI — larger funds tend to be more liquid and less likely to close.
- MSTI follows a index tracking strategy; YEAR uses active selection.
Side-by-side comparison
| MSTI | YEAR | |
|---|---|---|
| Annual cost (TER) | 0.36% | 0.25% |
| Fund size (AUM) | $51M | $1.5B |
| Since | 2023 | 2022 |
| Dividend yield | 5.35% | 4.21% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.6% | +4.0% |
| CAGR 3Y | N/A | +5.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.27 |
| Volatility 1Y | 2.52% | 0.77% |
| Max drawdown | -1.47% | -0.79% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MSTI and YEAR
Explore further