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SPTS vs ULST

State Street SPDR Portfolio Short Term Treasury ETF vs State Street Ultra Short Term Bond ETF

SPTS

State Street SPDR Portfolio Short Term Treasury ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$6.0B

ULST

State Street Ultra Short Term Bond ETF

State Street Investment Management

Annual cost

0.20%

Fund size

$600M

Key differences

  • SPTS costs 0.17% less per year.
  • SPTS is significantly larger than ULST — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

SPTSULST
Annual cost (TER)0.03%0.20%
Fund size (AUM)$6.0B$600M
Since20112013
Dividend yield3.94%4.33%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.5%+4.1%
CAGR 3Y+4.1%+5.0%
CAGR 5Y+1.8%+3.5%
Sharpe 3Y0.301.28
Volatility 1Y1.32%0.66%
Max drawdown-5.71%-6.20%

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

Similar to SPTS and ULST