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TLDR vs MSTI

The Laddered T-Bill ETF vs Madison Short-Term Strategic Income ETF

TLDR

The Laddered T-Bill ETF

Annual cost

0.20%

Fund size

$6M

MSTI

Madison Short-Term Strategic Income ETF

Annual cost

0.36%

Fund size

$49M

Key differences

Both TLDR and MSTI are fixed income ETFs. TLDR charges 0.20% a year and MSTI 0.36%. The main difference: TLDR costs 0.16% less per year.

  • TLDR costs 0.16% less per year.
  • MSTI is much larger than TLDR. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TLDRMSTI
Annual cost (TER)0.20%0.36%
Fund size (AUM)$6M$49M
Since20262023
Dividend yield5.31%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+4.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.44%
Max drawdown-0.05%-1.47%

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

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