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TMB vs ULST

Thornburg Multi Sector Bond ETF vs State Street Ultra Short Term Bond ETF

TMB

Thornburg Multi Sector Bond ETF

Annual cost

0.55%

Fund size

$179M

ULST

State Street Ultra Short Term Bond ETF

Annual cost

0.20%

Fund size

$600M

Key differences

  • ULST costs 0.35% less per year.
  • ULST is significantly larger than TMB — larger funds tend to be more liquid and less likely to close.
  • ULST has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TMBULST
Annual cost (TER)0.55%0.20%
Fund size (AUM)$179M$600M
Since20252013
Dividend yield4.21%4.25%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.7%+4.1%
CAGR 3YN/A+5.0%
CAGR 5YN/A+3.5%
Sharpe 3YN/A1.29
Volatility 1Y2.80%0.66%
Max drawdown-2.01%-6.20%

Similar to TMB and ULST