Screener
ULST vs FLDR
State Street Ultra Short Term Bond ETF vs Fidelity Low Duration Bond Factor ETF
Key differences
Both ULST and FLDR are fixed income ETFs. ULST charges 0.20% a year and FLDR 0.15%. The main difference: ULST follows a active selection strategy; FLDR uses index tracking.
- ULST follows a active selection strategy; FLDR uses index tracking.
- FLDR costs 0.05% less per year.
- ULST has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ULST | FLDR | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.15% |
| Fund size (AUM) | $552M | $1.6B |
| Since | 2013 | 2018 |
| Dividend yield | 4.22% | 4.43% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +3.9% | +4.8% |
| CAGR 3Y | +4.9% | +5.5% |
| CAGR 5Y | +3.5% | +3.8% |
| Sharpe 3Y | 1.22 | 1.77 |
| Volatility 1Y | 0.66% | 0.81% |
| Max drawdown | -6.20% | -12.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.