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SCUS vs RLY

Schwab Ultra-Short Income ETF vs State Street Multi-Asset Real Return ETF

SCUS

Schwab Ultra-Short Income ETF

Annual cost

0.14%

Fund size

$237M

RLY

State Street Multi-Asset Real Return ETF

Annual cost

0.50%

Fund size

$1.2B

Key differences

Both SCUS and RLY are fixed income ETFs. SCUS charges 0.14% a year and RLY 0.50%. The main difference: SCUS costs 0.36% less per year.

  • SCUS costs 0.36% less per year.
  • RLY is much larger than SCUS. Larger funds are usually more liquid and less likely to close.
  • RLY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCUSRLY
Annual cost (TER)0.14%0.50%
Fund size (AUM)$237M$1.2B
Since20242012
Dividend yield4.02%2.89%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+4.2%+26.9%
CAGR 3YN/A+14.1%
CAGR 5YN/A+9.9%
Sharpe 3YN/A0.90
Volatility 1Y0.67%10.35%
Max drawdown-0.17%-34.17%

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

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