Screener
ULST vs MSTQ
State Street Ultra Short Term Bond ETF vs LHA Market State Tactical Q ETF
Key differences
ULST is a fixed income ETF, while MSTQ is an alternative ETF. ULST charges 0.20% a year and MSTQ 1.55%.
- ULST is a fixed income fund, while MSTQ is an alternative fund. They carry different risk/return profiles.
- ULST follows a active selection strategy; MSTQ uses option income.
- ULST costs 1.35% less per year.
- ULST is much larger than MSTQ. Larger funds are usually more liquid and less likely to close.
- Over the last three years, MSTQ has delivered higher annualized returns.
- ULST has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ULST | MSTQ | |
|---|---|---|
| Annual cost (TER) | 0.20% | 1.55% |
| Fund size (AUM) | $552M | $39M |
| Since | 2013 | 2022 |
| Dividend yield | 4.22% | 0.65% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +3.9% | +27.0% |
| CAGR 3Y | +4.9% | +23.5% |
| CAGR 5Y | +3.5% | N/A |
| Sharpe 3Y | 1.22 | 1.14 |
| Volatility 1Y | 0.66% | 15.40% |
| Max drawdown | -6.20% | -31.05% |
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