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ULST vs NEAR
State Street Ultra Short Term Bond ETF vs iShares Short Duration Bond Active ETF
Key differences
- NEAR is significantly larger than ULST — larger funds tend to be more liquid and less likely to close.
- ULST follows a index tracking strategy; NEAR uses active selection.
Side-by-side comparison
| ULST | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.25% |
| Fund size (AUM) | $600M | $4.3B |
| Since | 2013 | 2013 |
| Dividend yield | 4.33% | 4.48% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.1% | +4.5% |
| CAGR 3Y | +5.0% | +5.7% |
| CAGR 5Y | +3.5% | +3.9% |
| Sharpe 3Y | 1.28 | 1.23 |
| Volatility 1Y | 0.66% | 1.37% |
| Max drawdown | -6.20% | -9.61% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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