Screener
DYTA vs GTO
SGI Dynamic Tactical ETF vs Invesco Total Return Bond ETF
Key differences
Both DYTA and GTO are fixed income ETFs. DYTA charges 1.32% a year and GTO 0.35%. The main difference: GTO costs 0.97% less per year.
- GTO costs 0.97% less per year.
- GTO is much larger than DYTA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DYTA has delivered higher annualized returns.
- GTO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DYTA | GTO | |
|---|---|---|
| Annual cost (TER) | 1.32% | 0.35% |
| Fund size (AUM) | $101M | $2.3B |
| Since | 2023 | 2016 |
| Dividend yield | 1.52% | 4.75% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +15.0% | +6.0% |
| CAGR 3Y | +11.8% | +5.0% |
| CAGR 5Y | N/A | +0.1% |
| Sharpe 3Y | 0.74 | 0.30 |
| Volatility 1Y | 10.12% | 3.41% |
| Max drawdown | -9.41% | -20.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.