Screener
JPLD vs GTO
Limited Duration Bond ETF vs Invesco Total Return Bond ETF
Key differences
Both JPLD and GTO are fixed income ETFs. JPLD charges 0.24% a year and GTO 0.35%. The main difference: JPLD follows a index tracking strategy; GTO uses active selection.
- JPLD follows a index tracking strategy; GTO uses active selection.
- JPLD costs 0.11% less per year.
- JPLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPLD | GTO | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.35% |
| Fund size (AUM) | $3.8B | $2.3B |
| Since | 1993 | 2016 |
| Dividend yield | 4.21% | 4.75% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.9% | +6.0% |
| CAGR 3Y | N/A | +5.0% |
| CAGR 5Y | N/A | +0.1% |
| Sharpe 3Y | N/A | 0.30 |
| Volatility 1Y | 1.46% | 3.41% |
| Max drawdown | -1.17% | -20.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.