Screener
FTBD vs GTO
Fidelity Tactical Bond ETF vs Invesco Total Return Bond ETF
Key differences
Both FTBD and GTO are fixed income ETFs. FTBD charges 0.55% a year and GTO 0.35%. The main difference: FTBD follows a index tracking strategy; GTO uses active selection.
- FTBD follows a index tracking strategy; GTO uses active selection.
- FTBD covers global markets; GTO covers North America.
- GTO costs 0.20% less per year.
- GTO is much larger than FTBD. Larger funds are usually more liquid and less likely to close.
- GTO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTBD | GTO | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.35% |
| Fund size (AUM) | $37M | $2.3B |
| Since | 2023 | 2016 |
| Dividend yield | 5.03% | 4.75% |
| Asset class | fixed income | fixed income |
| Region | global | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.1% | +6.0% |
| CAGR 3Y | +5.4% | +5.0% |
| CAGR 5Y | N/A | +0.1% |
| Sharpe 3Y | 0.32 | 0.30 |
| Volatility 1Y | 4.30% | 3.41% |
| Max drawdown | -6.98% | -20.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.