Screener
ULST vs SIO
State Street Ultra Short Term Bond ETF vs Touchstone Strategic Income ETF
Key differences
Both ULST and SIO are fixed income ETFs. ULST charges 0.20% a year and SIO 0.50%. The main difference: ULST costs 0.30% less per year.
- ULST costs 0.30% less per year.
- Over the last three years, SIO has delivered higher annualized returns.
- ULST has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ULST | SIO | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.50% |
| Fund size (AUM) | $552M | $260M |
| Since | 2013 | 2022 |
| Dividend yield | 4.22% | 5.12% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +3.9% | +6.5% |
| CAGR 3Y | +4.9% | +7.5% |
| CAGR 5Y | +3.5% | N/A |
| Sharpe 3Y | 1.22 | 0.80 |
| Volatility 1Y | 0.66% | 4.37% |
| Max drawdown | -6.20% | -7.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.