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ULST vs. FISR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ULST vs. FISR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Ultra Short Term Bond ETF (ULST) and SPDR SSGA Fixed Income Sector Rotation ETF (FISR). The values are adjusted to include any dividend payments, if applicable.

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ULST vs. FISR - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
ULST
State Street Ultra Short Term Bond ETF
0.64%4.80%5.23%5.60%0.87%0.25%1.45%2.23%
FISR
SPDR SSGA Fixed Income Sector Rotation ETF
-0.06%6.32%1.01%5.28%-15.73%-1.70%5.86%6.81%

Returns By Period

In the year-to-date period, ULST achieves a 0.64% return, which is significantly higher than FISR's -0.06% return.


ULST

1D
0.10%
1M
-0.01%
YTD
0.64%
6M
1.68%
1Y
4.08%
3Y*
4.98%
5Y*
3.42%
10Y*
2.64%

FISR

1D
0.43%
1M
-1.91%
YTD
-0.06%
6M
0.84%
1Y
3.49%
3Y*
2.98%
5Y*
-0.58%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ULST vs. FISR - Expense Ratio Comparison

ULST has a 0.20% expense ratio, which is lower than FISR's 0.50% expense ratio.


Return for Risk

ULST vs. FISR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ULST
ULST Risk / Return Rank: 9999
Overall Rank
ULST Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
ULST Sortino Ratio Rank: 9999
Sortino Ratio Rank
ULST Omega Ratio Rank: 9999
Omega Ratio Rank
ULST Calmar Ratio Rank: 9999
Calmar Ratio Rank
ULST Martin Ratio Rank: 9999
Martin Ratio Rank

FISR
FISR Risk / Return Rank: 3636
Overall Rank
FISR Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
FISR Sortino Ratio Rank: 3434
Sortino Ratio Rank
FISR Omega Ratio Rank: 3131
Omega Ratio Rank
FISR Calmar Ratio Rank: 4444
Calmar Ratio Rank
FISR Martin Ratio Rank: 3434
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ULST vs. FISR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street Ultra Short Term Bond ETF (ULST) and SPDR SSGA Fixed Income Sector Rotation ETF (FISR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ULSTFISRDifference

Sharpe ratio

Return per unit of total volatility

5.05

0.70

+4.35

Sortino ratio

Return per unit of downside risk

9.61

0.98

+8.63

Omega ratio

Gain probability vs. loss probability

2.43

1.12

+1.31

Calmar ratio

Return relative to maximum drawdown

11.10

1.14

+9.96

Martin ratio

Return relative to average drawdown

68.31

3.09

+65.22

ULST vs. FISR - Sharpe Ratio Comparison

The current ULST Sharpe Ratio is 5.05, which is higher than the FISR Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of ULST and FISR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ULSTFISRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

5.05

0.70

+4.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

3.57

-0.09

+3.66

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.81

Sharpe Ratio (All Time)

Calculated using the full available price history

1.48

0.13

+1.35

Correlation

The correlation between ULST and FISR is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

ULST vs. FISR - Dividend Comparison

ULST's dividend yield for the trailing twelve months is around 4.38%, more than FISR's 4.08% yield.


TTM20252024202320222021202020192018201720162015
ULST
State Street Ultra Short Term Bond ETF
4.38%4.46%5.03%4.45%1.70%0.54%1.34%2.56%2.13%1.21%0.93%0.37%
FISR
SPDR SSGA Fixed Income Sector Rotation ETF
4.08%3.97%3.59%3.50%2.19%1.87%2.47%2.99%0.00%0.00%0.00%0.00%

Drawdowns

ULST vs. FISR - Drawdown Comparison

The maximum ULST drawdown since its inception was -6.20%, smaller than the maximum FISR drawdown of -20.27%. Use the drawdown chart below to compare losses from any high point for ULST and FISR.


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Drawdown Indicators


ULSTFISRDifference

Max Drawdown

Largest peak-to-trough decline

-6.20%

-20.27%

+14.07%

Max Drawdown (1Y)

Largest decline over 1 year

-0.37%

-3.31%

+2.94%

Max Drawdown (5Y)

Largest decline over 5 years

-1.22%

-20.10%

+18.88%

Max Drawdown (10Y)

Largest decline over 10 years

-6.20%

Current Drawdown

Current decline from peak

-0.01%

-6.42%

+6.41%

Average Drawdown

Average peak-to-trough decline

-0.16%

-7.74%

+7.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.06%

1.22%

-1.16%

Volatility

ULST vs. FISR - Volatility Comparison

The current volatility for State Street Ultra Short Term Bond ETF (ULST) is 0.25%, while SPDR SSGA Fixed Income Sector Rotation ETF (FISR) has a volatility of 1.97%. This indicates that ULST experiences smaller price fluctuations and is considered to be less risky than FISR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ULSTFISRDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.25%

1.97%

-1.72%

Volatility (6M)

Calculated over the trailing 6-month period

0.42%

3.06%

-2.64%

Volatility (1Y)

Calculated over the trailing 1-year period

0.81%

5.00%

-4.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.96%

6.57%

-5.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.47%

6.40%

-4.93%