Screener
GTO vs PBTP
Invesco Total Return Bond ETF vs Invesco 0-5 Yr US TIPS ETF
Key differences
Both GTO and PBTP are fixed income ETFs. GTO charges 0.35% a year and PBTP 0.07%. The main difference: GTO follows a active selection strategy; PBTP uses index tracking.
- GTO follows a active selection strategy; PBTP uses index tracking.
- PBTP costs 0.28% less per year.
- GTO is much larger than PBTP. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| GTO | PBTP | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.07% |
| Fund size (AUM) | $2.3B | $68M |
| Since | 2016 | 2017 |
| Dividend yield | 4.75% | 3.11% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.5% | +4.5% |
| CAGR 3Y | +4.6% | +5.1% |
| CAGR 5Y | +0.0% | +3.3% |
| Sharpe 3Y | 0.21 | 0.67 |
| Volatility 1Y | 3.43% | 1.55% |
| Max drawdown | -20.75% | -5.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.