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BAB vs GSY

Invesco Taxable Municipal Bond ETF vs Invesco Ultra Short Duration ETF

BAB

Invesco Taxable Municipal Bond ETF

Invesco

Annual cost

0.28%

Fund size

$1.0B

GSY

Invesco Ultra Short Duration ETF

Invesco

Annual cost

0.22%

Fund size

$3.5B

Key differences

  • GSY costs 0.06% less per year.
  • GSY is significantly larger than BAB — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, GSY has delivered higher annualized returns.

Side-by-side comparison

BABGSY
Annual cost (TER)0.28%0.22%
Fund size (AUM)$1.0B$3.5B
Since20092008
Dividend yield4.05%4.38%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.7%+4.6%
CAGR 3Y+4.0%+5.4%
CAGR 5Y-0.4%+3.6%
Sharpe 3Y0.083.35
Volatility 1Y5.97%0.40%
Max drawdown-27.80%-5.25%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BAB and GSY