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XLSR vs ULST
State Street US Sector Rotation ETF vs State Street Ultra Short Term Bond ETF
Key differences
- ULST costs 0.50% less per year.
- XLSR is classified as equity, while ULST is fixed income — different risk/return profiles.
- Over the last 3 years, XLSR has delivered higher annualized returns.
- ULST has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLSR | ULST | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.20% |
| Fund size (AUM) | $946M | $600M |
| Since | 2019 | 2013 |
| Dividend yield | 0.55% | 4.33% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.6% | +4.1% |
| CAGR 3Y | +18.3% | +5.0% |
| CAGR 5Y | +11.3% | +3.5% |
| Sharpe 3Y | 0.92 | 1.28 |
| Volatility 1Y | 12.35% | 0.66% |
| Max drawdown | -32.94% | -6.20% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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