Screener
BSR vs GTO
Beacon Selective Risk ETF vs Invesco Total Return Bond ETF
Key differences
Both BSR and GTO are fixed income ETFs. BSR charges 1.09% a year and GTO 0.35%. The main difference: GTO costs 0.74% less per year.
- GTO costs 0.74% less per year.
- GTO is much larger than BSR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BSR has delivered higher annualized returns.
- GTO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSR | GTO | |
|---|---|---|
| Annual cost (TER) | 1.09% | 0.35% |
| Fund size (AUM) | $37M | $2.3B |
| Since | 2023 | 2016 |
| Dividend yield | 1.02% | 4.75% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +11.6% | +6.0% |
| CAGR 3Y | +7.8% | +5.0% |
| CAGR 5Y | N/A | +0.1% |
| Sharpe 3Y | 0.32 | 0.30 |
| Volatility 1Y | 8.78% | 3.41% |
| Max drawdown | -15.68% | -20.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.