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SCSB vs ULST

Sterling Capital Short Duration Bond ETF vs State Street Ultra Short Term Bond ETF

SCSB

Sterling Capital Short Duration Bond ETF

Annual cost

0.33%

Fund size

$33M

ULST

State Street Ultra Short Term Bond ETF

Annual cost

0.20%

Fund size

$552M

Key differences

Both SCSB and ULST are fixed income ETFs. SCSB charges 0.33% a year and ULST 0.20%. The main difference: ULST costs 0.13% less per year.

  • ULST costs 0.13% less per year.
  • ULST is much larger than SCSB. Larger funds are usually more liquid and less likely to close.
  • SCSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCSBULST
Annual cost (TER)0.33%0.20%
Fund size (AUM)$33M$552M
Since19922013
Dividend yield4.35%4.22%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+3.9%
CAGR 3YN/A+4.9%
CAGR 5YN/A+3.5%
Sharpe 3YN/A1.22
Volatility 1Y0.66%
Max drawdown-0.60%-6.20%

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

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