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GTO vs HYBX

Invesco Total Return Bond ETF vs TCW High Yield Bond ETF

GTO

Invesco Total Return Bond ETF

Annual cost

0.35%

Fund size

$2.3B

HYBX

TCW High Yield Bond ETF

Annual cost

0.50%

Fund size

$32M

Key differences

Both GTO and HYBX are fixed income ETFs. GTO charges 0.35% a year and HYBX 0.50%. The main difference: GTO covers North America; HYBX covers global markets excluding the US.

  • GTO covers North America; HYBX covers global markets excluding the US.
  • GTO costs 0.15% less per year.
  • GTO is much larger than HYBX. Larger funds are usually more liquid and less likely to close.
  • HYBX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GTOHYBX
Annual cost (TER)0.35%0.50%
Fund size (AUM)$2.3B$32M
Since20161993
Dividend yield4.75%7.53%
Asset classfixed incomefixed income
Regionnorth americaglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+5.5%+5.5%
CAGR 3Y+4.6%N/A
CAGR 5Y+0.0%N/A
Sharpe 3Y0.21N/A
Volatility 1Y3.43%6.64%
Max drawdown-20.75%-3.93%

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

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