Screener
ULST vs CGSD
State Street Ultra Short Term Bond ETF vs Capital Group Short Duration Income ETF
Key differences
- CGSD is significantly larger than ULST — larger funds tend to be more liquid and less likely to close.
- ULST follows a index tracking strategy; CGSD uses active selection.
- ULST has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ULST | CGSD | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.25% |
| Fund size (AUM) | $600M | $2.2B |
| Since | 2013 | 2022 |
| Dividend yield | 4.33% | 4.48% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.1% | +4.4% |
| CAGR 3Y | +4.9% | +5.0% |
| CAGR 5Y | +3.5% | N/A |
| Sharpe 3Y | 1.25 | 0.70 |
| Volatility 1Y | 0.66% | 1.46% |
| Max drawdown | -6.20% | -1.75% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to ULST and CGSD
Explore further