Screener
ULST vs MSTB
State Street Ultra Short Term Bond ETF vs LHA Market State Tactical Beta ETF
Key differences
ULST is a fixed income ETF, while MSTB is an equity ETF. ULST charges 0.20% a year and MSTB 1.38%.
- ULST is a fixed income fund, while MSTB is an equity fund. They carry different risk/return profiles.
- ULST costs 1.18% less per year.
- Over the last three years, MSTB has delivered higher annualized returns.
- ULST has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ULST | MSTB | |
|---|---|---|
| Annual cost (TER) | 0.20% | 1.38% |
| Fund size (AUM) | $552M | $197M |
| Since | 2013 | 2020 |
| Dividend yield | 4.22% | 0.38% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +3.9% | +17.4% |
| CAGR 3Y | +4.9% | +17.8% |
| CAGR 5Y | +3.5% | +8.2% |
| Sharpe 3Y | 1.22 | 1.14 |
| Volatility 1Y | 0.66% | 10.59% |
| Max drawdown | -6.20% | -25.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.