Screener
ULST vs JPLD
State Street Ultra Short Term Bond ETF vs Limited Duration Bond ETF
Key differences
Both ULST and JPLD are fixed income ETFs. ULST charges 0.20% a year and JPLD 0.24%. The main difference: ULST follows a active selection strategy; JPLD uses index tracking.
- ULST follows a active selection strategy; JPLD uses index tracking.
- JPLD is much larger than ULST. Larger funds are usually more liquid and less likely to close.
- JPLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ULST | JPLD | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.24% |
| Fund size (AUM) | $552M | $3.8B |
| Since | 2013 | 1993 |
| Dividend yield | 4.22% | 4.21% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.0% | +4.7% |
| CAGR 3Y | +5.0% | N/A |
| CAGR 5Y | +3.5% | N/A |
| Sharpe 3Y | 1.21 | N/A |
| Volatility 1Y | 0.66% | 1.46% |
| Max drawdown | -6.20% | -1.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.