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GTO vs NEAR

Invesco Total Return Bond ETF vs iShares Short Duration Bond Active ETF

GTO

Invesco Total Return Bond ETF

Annual cost

0.35%

Fund size

$2.3B

NEAR

iShares Short Duration Bond Active ETF

Annual cost

0.25%

Fund size

$4.6B

Key differences

Both GTO and NEAR are fixed income ETFs. GTO charges 0.35% a year and NEAR 0.25%. The main difference: NEAR costs 0.10% less per year.

  • NEAR costs 0.10% less per year.

Side-by-side comparison

GTONEAR
Annual cost (TER)0.35%0.25%
Fund size (AUM)$2.3B$4.6B
Since20162013
Dividend yield4.75%4.47%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+6.0%+4.1%
CAGR 3Y+4.8%+5.6%
CAGR 5Y+0.1%+3.8%
Sharpe 3Y0.241.14
Volatility 1Y3.39%1.37%
Max drawdown-20.75%-9.61%

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

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