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ULST vs FLGV

State Street Ultra Short Term Bond ETF vs Franklin U.S. Treasury Bond ETF

ULST

State Street Ultra Short Term Bond ETF

Annual cost

0.20%

Fund size

$552M

FLGV

Franklin U.S. Treasury Bond ETF

Annual cost

0.09%

Fund size

$988M

Key differences

Both ULST and FLGV are fixed income ETFs. ULST charges 0.20% a year and FLGV 0.09%. The main difference: ULST follows a active selection strategy; FLGV uses index tracking.

  • ULST follows a active selection strategy; FLGV uses index tracking.
  • FLGV costs 0.11% less per year.
  • Over the last three years, ULST has delivered higher annualized returns.
  • ULST has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ULSTFLGV
Annual cost (TER)0.20%0.09%
Fund size (AUM)$552M$988M
Since20132020
Dividend yield4.22%4.12%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.9%+3.8%
CAGR 3Y+4.9%+3.1%
CAGR 5Y+3.5%-0.1%
Sharpe 3Y1.22-0.07
Volatility 1Y0.66%3.69%
Max drawdown-6.20%-17.63%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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