Screener
ULST vs TLT
State Street Ultra Short Term Bond ETF vs iShares 20+ Year Treasury Bond ETF
Key differences
Both ULST and TLT are fixed income ETFs. ULST charges 0.20% a year and TLT 0.15%. The main difference: ULST follows a active selection strategy; TLT uses index tracking.
- ULST follows a active selection strategy; TLT uses index tracking.
- TLT costs 0.05% less per year.
- TLT is much larger than ULST. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ULST has delivered higher annualized returns.
- TLT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ULST | TLT | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.15% |
| Fund size (AUM) | $552M | $42.9B |
| Since | 2013 | 2002 |
| Dividend yield | 4.22% | 4.55% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +3.9% | +4.1% |
| CAGR 3Y | +4.9% | -1.3% |
| CAGR 5Y | +3.5% | -6.2% |
| Sharpe 3Y | 1.22 | -0.28 |
| Volatility 1Y | 0.66% | 9.68% |
| Max drawdown | -6.20% | -48.35% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.