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Screener

ULST vs HCRB

State Street Ultra Short Term Bond ETF vs Hartford Core Bond ETF

ULST

State Street Ultra Short Term Bond ETF

Annual cost

0.20%

Fund size

$552M

HCRB

Hartford Core Bond ETF

Annual cost

0.29%

Fund size

$366M

Key differences

Both ULST and HCRB are fixed income ETFs. ULST charges 0.20% a year and HCRB 0.29%. The main difference: ULST follows a active selection strategy; HCRB uses index tracking.

  • ULST follows a active selection strategy; HCRB uses index tracking.
  • ULST covers North America; HCRB covers global markets excluding the US.
  • ULST costs 0.09% less per year.
  • ULST has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ULSTHCRB
Annual cost (TER)0.20%0.29%
Fund size (AUM)$552M$366M
Since20132020
Dividend yield4.22%4.18%
Asset classfixed incomefixed income
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+3.9%+4.8%
CAGR 3Y+4.9%+4.7%
CAGR 5Y+3.5%+0.2%
Sharpe 3Y1.220.22
Volatility 1Y0.66%3.78%
Max drawdown-6.20%-19.90%

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

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