Screener
NBTR vs ULST
Neuberger Total Return Bond ETF vs State Street Ultra Short Term Bond ETF
Key differences
Both NBTR and ULST are fixed income ETFs. NBTR charges 0.38% a year and ULST 0.20%. The main difference: ULST costs 0.18% less per year.
- ULST costs 0.18% less per year.
- ULST is much larger than NBTR. Larger funds are usually more liquid and less likely to close.
- ULST has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBTR | ULST | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.20% |
| Fund size (AUM) | $55M | $552M |
| Since | 2024 | 2013 |
| Dividend yield | 5.17% | 4.22% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.7% | +3.9% |
| CAGR 3Y | N/A | +4.9% |
| CAGR 5Y | N/A | +3.5% |
| Sharpe 3Y | N/A | 1.22 |
| Volatility 1Y | 3.51% | 0.66% |
| Max drawdown | -2.58% | -6.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.