Screener
FLTB vs GTO
Fidelity Limited Term Bond ETF vs Invesco Total Return Bond ETF
Key differences
Both FLTB and GTO are fixed income ETFs. FLTB charges 0.25% a year and GTO 0.35%. The main difference: FLTB follows a index tracking strategy; GTO uses active selection.
- FLTB follows a index tracking strategy; GTO uses active selection.
- FLTB costs 0.10% less per year.
- GTO is much larger than FLTB. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FLTB | GTO | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.35% |
| Fund size (AUM) | $401M | $2.3B |
| Since | 2014 | 2016 |
| Dividend yield | 4.36% | 4.75% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.5% | +6.0% |
| CAGR 3Y | +5.6% | +5.0% |
| CAGR 5Y | +2.3% | +0.1% |
| Sharpe 3Y | 0.81 | 0.30 |
| Volatility 1Y | 2.11% | 3.41% |
| Max drawdown | -9.37% | -20.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.