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SCUS vs MSTI

Schwab Ultra-Short Income ETF vs Madison Short-Term Strategic Income ETF

SCUS

Schwab Ultra-Short Income ETF

Schwab ETFs

Annual cost

0.14%

Fund size

$224M

MSTI

Madison Short-Term Strategic Income ETF

Madison Asset Management, LLC

Annual cost

0.36%

Fund size

$51M

Key differences

  • SCUS costs 0.22% less per year.
  • SCUS is significantly larger than MSTI — larger funds tend to be more liquid and less likely to close.
  • SCUS follows a active selection strategy; MSTI uses index tracking.

Side-by-side comparison

SCUSMSTI
Annual cost (TER)0.14%0.36%
Fund size (AUM)$224M$51M
Since20242023
Dividend yield4.03%5.35%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+4.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y0.66%2.52%
Max drawdown-0.17%-1.47%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SCUS and MSTI