Screener
ULST vs FSYD
State Street Ultra Short Term Bond ETF vs Fidelity Sustainable High Yield ETF
Key differences
Both ULST and FSYD are fixed income ETFs. ULST charges 0.20% a year and FSYD 0.55%. The main difference: ULST costs 0.35% less per year.
- ULST costs 0.35% less per year.
- ULST is much larger than FSYD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FSYD has delivered higher annualized returns.
- ULST has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ULST | FSYD | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.55% |
| Fund size (AUM) | $552M | $125M |
| Since | 2013 | 2022 |
| Dividend yield | 4.22% | 6.33% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +3.9% | +10.0% |
| CAGR 3Y | +4.9% | +9.7% |
| CAGR 5Y | +3.5% | N/A |
| Sharpe 3Y | 1.22 | 1.09 |
| Volatility 1Y | 0.66% | 4.15% |
| Max drawdown | -6.20% | -12.11% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.