Screener
ULST vs BWZ
State Street Ultra Short Term Bond ETF vs State Street SPDR Bloomberg Short Term International Treasury Bond ETF
Key differences
Both ULST and BWZ are fixed income ETFs. ULST charges 0.20% a year and BWZ 0.35%. The main difference: ULST follows a active selection strategy; BWZ uses index tracking.
- ULST follows a active selection strategy; BWZ uses index tracking.
- ULST covers North America; BWZ covers global markets excluding the US.
- ULST costs 0.15% less per year.
- Over the last three years, ULST has delivered higher annualized returns.
Side-by-side comparison
| ULST | BWZ | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.35% |
| Fund size (AUM) | $552M | $312M |
| Since | 2013 | 2009 |
| Dividend yield | 4.22% | 2.05% |
| Asset class | fixed income | fixed income |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +3.9% | -0.7% |
| CAGR 3Y | +4.9% | +2.2% |
| CAGR 5Y | +3.5% | -2.1% |
| Sharpe 3Y | 1.19 | -0.15 |
| Volatility 1Y | 0.67% | 6.96% |
| Max drawdown | -6.20% | -24.89% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.