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FTRB vs GTO

Federated Hermes Total Return Bond ETF vs Invesco Total Return Bond ETF

FTRB

Federated Hermes Total Return Bond ETF

Annual cost

0.39%

Fund size

$551M

GTO

Invesco Total Return Bond ETF

Annual cost

0.35%

Fund size

$2.3B

Key differences

Both FTRB and GTO are fixed income ETFs. FTRB charges 0.39% a year and GTO 0.35%. The main difference: GTO is much larger than FTRB. Larger funds are usually more liquid and less likely to close.

  • GTO is much larger than FTRB. 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

FTRBGTO
Annual cost (TER)0.39%0.35%
Fund size (AUM)$551M$2.3B
Since20242016
Dividend yield4.29%4.75%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.2%+6.0%
CAGR 3YN/A+5.0%
CAGR 5YN/A+0.1%
Sharpe 3YN/A0.30
Volatility 1Y3.57%3.41%
Max drawdown-4.83%-20.75%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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