Screener
ULST vs BWX
State Street Ultra Short Term Bond ETF vs State Street SPDR Bloomberg International Treasury Bond ETF
Key differences
Both ULST and BWX are fixed income ETFs. ULST charges 0.20% a year and BWX 0.35%. The main difference: ULST follows a active selection strategy; BWX uses index tracking.
- ULST follows a active selection strategy; BWX uses index tracking.
- ULST covers North America; BWX covers global markets excluding the US.
- ULST costs 0.15% less per year.
- Over the last three years, ULST has delivered higher annualized returns.
- BWX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ULST | BWX | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.35% |
| Fund size (AUM) | $552M | $1.5B |
| Since | 2013 | 2007 |
| Dividend yield | 4.22% | 2.32% |
| Asset class | fixed income | fixed income |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +3.9% | -3.4% |
| CAGR 3Y | +4.9% | +0.7% |
| CAGR 5Y | +3.5% | -4.6% |
| Sharpe 3Y | 1.19 | -0.29 |
| Volatility 1Y | 0.67% | 7.72% |
| Max drawdown | -6.20% | -34.00% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.