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GTO vs STOT

Invesco Total Return Bond ETF vs State Street DoubleLine Short Duration Total Return Tactical ETF

GTO

Invesco Total Return Bond ETF

Annual cost

0.35%

Fund size

$2.3B

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

Annual cost

0.45%

Fund size

$461M

Key differences

Both GTO and STOT are fixed income ETFs. GTO charges 0.35% a year and STOT 0.45%. The main difference: GTO costs 0.10% less per year.

  • GTO costs 0.10% less per year.
  • GTO is much larger than STOT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

GTOSTOT
Annual cost (TER)0.35%0.45%
Fund size (AUM)$2.3B$461M
Since20162016
Dividend yield4.75%4.41%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+6.0%+4.3%
CAGR 3Y+5.0%+5.3%
CAGR 5Y+0.1%+2.8%
Sharpe 3Y0.301.04
Volatility 1Y3.41%1.11%
Max drawdown-20.75%-6.07%

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

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