Screener
ULST vs SCHI
State Street Ultra Short Term Bond ETF vs Schwab 5-10 Year Corporate Bond ETF
Key differences
Both ULST and SCHI are fixed income ETFs. ULST charges 0.20% a year and SCHI 0.03%. The main difference: ULST follows a active selection strategy; SCHI uses index tracking.
- ULST follows a active selection strategy; SCHI uses index tracking.
- SCHI costs 0.17% less per year.
- SCHI is much larger than ULST. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SCHI has delivered higher annualized returns.
- ULST has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ULST | SCHI | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.03% |
| Fund size (AUM) | $552M | $11.4B |
| Since | 2013 | 2019 |
| Dividend yield | 4.22% | 5.04% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.0% | +5.9% |
| CAGR 3Y | +5.0% | +6.0% |
| CAGR 5Y | +3.5% | +1.3% |
| Sharpe 3Y | 1.21 | 0.43 |
| Volatility 1Y | 0.66% | 4.11% |
| Max drawdown | -6.20% | -20.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.