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ULST vs SCSB

State Street Ultra Short Term Bond ETF vs Sterling Capital Short Duration Bond ETF

ULST

State Street Ultra Short Term Bond ETF

Annual cost

0.20%

Fund size

$552M

SCSB

Sterling Capital Short Duration Bond ETF

Annual cost

0.33%

Fund size

$33M

Key differences

Both ULST and SCSB are fixed income ETFs. ULST charges 0.20% a year and SCSB 0.33%. The main difference: ULST costs 0.13% less per year.

  • ULST costs 0.13% less per year.
  • ULST is much larger than SCSB. Larger funds are usually more liquid and less likely to close.
  • SCSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ULSTSCSB
Annual cost (TER)0.20%0.33%
Fund size (AUM)$552M$33M
Since20131992
Dividend yield4.22%4.35%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+3.9%N/A
CAGR 3Y+4.9%N/A
CAGR 5Y+3.5%N/A
Sharpe 3Y1.22N/A
Volatility 1Y0.66%
Max drawdown-6.20%-0.60%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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