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UYLD vs MSTI

Angel Oak Ultrashort Income ETF vs Madison Short-Term Strategic Income ETF

UYLD

Angel Oak Ultrashort Income ETF

Annual cost

0.34%

Fund size

$1.5B

MSTI

Madison Short-Term Strategic Income ETF

Annual cost

0.36%

Fund size

$49M

Key differences

Both UYLD and MSTI are fixed income ETFs. UYLD charges 0.34% a year and MSTI 0.36%. The main difference: UYLD follows a index tracking strategy; MSTI uses active selection.

  • UYLD follows a index tracking strategy; MSTI uses active selection.
  • UYLD is much larger than MSTI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

UYLDMSTI
Annual cost (TER)0.34%0.36%
Fund size (AUM)$1.5B$49M
Since20222023
Dividend yield4.72%5.31%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.8%+4.2%
CAGR 3Y+6.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y3.19N/A
Volatility 1Y0.54%2.44%
Max drawdown-0.41%-1.47%

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

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