Screener
ULST vs FHYS
State Street Ultra Short Term Bond ETF vs Federated Hermes Short Duration High Yield ETF
Key differences
Both ULST and FHYS are fixed income ETFs. ULST charges 0.20% a year and FHYS 0.50%. The main difference: ULST follows a active selection strategy; FHYS uses multi strategy.
- ULST follows a active selection strategy; FHYS uses multi strategy.
- ULST costs 0.30% less per year.
- ULST is much larger than FHYS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FHYS has delivered higher annualized returns.
- ULST has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ULST | FHYS | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.50% |
| Fund size (AUM) | $552M | $51M |
| Since | 2013 | 2021 |
| Dividend yield | 4.22% | 5.78% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +3.9% | +6.3% |
| CAGR 3Y | +4.9% | +7.9% |
| CAGR 5Y | +3.5% | N/A |
| Sharpe 3Y | 1.22 | 1.20 |
| Volatility 1Y | 0.66% | 2.70% |
| Max drawdown | -6.20% | -11.63% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.