Screener
GTO vs STIP
Invesco Total Return Bond ETF vs iShares 0-5 Year TIPS Bond ETF
Key differences
Both GTO and STIP are fixed income ETFs. GTO charges 0.35% a year and STIP 0.03%. The main difference: GTO follows a active selection strategy; STIP uses index tracking.
- GTO follows a active selection strategy; STIP uses index tracking.
- STIP costs 0.32% less per year.
- STIP is much larger than GTO. Larger funds are usually more liquid and less likely to close.
- STIP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| GTO | STIP | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.03% |
| Fund size (AUM) | $2.3B | $15.8B |
| Since | 2016 | 2010 |
| Dividend yield | 4.75% | 3.46% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.5% | +4.4% |
| CAGR 3Y | +4.6% | +5.1% |
| CAGR 5Y | +0.0% | +3.3% |
| Sharpe 3Y | 0.21 | 0.70 |
| Volatility 1Y | 3.43% | 1.47% |
| Max drawdown | -20.75% | -5.50% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.