Screener
ULST vs SDFI
State Street Ultra Short Term Bond ETF vs AB Short Duration Income ETF
Key differences
Both ULST and SDFI are fixed income ETFs. ULST charges 0.20% a year and SDFI 0.30%. The main difference: ULST costs 0.10% less per year.
- ULST costs 0.10% less per year.
- ULST is much larger than SDFI. Larger funds are usually more liquid and less likely to close.
- ULST has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ULST | SDFI | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.30% |
| Fund size (AUM) | $552M | $174M |
| Since | 2013 | 2018 |
| Dividend yield | 4.22% | 4.63% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +3.9% | +4.4% |
| CAGR 3Y | +4.9% | N/A |
| CAGR 5Y | +3.5% | N/A |
| Sharpe 3Y | 1.22 | N/A |
| Volatility 1Y | 0.66% | 2.03% |
| Max drawdown | -6.20% | -1.21% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.