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KAUG vs GTO

Innovator U.S. Small Cap Power Buffer ETF - August vs Invesco Total Return Bond ETF

KAUG

Innovator U.S. Small Cap Power Buffer ETF - August

Annual cost

0.79%

Fund size

$75M

GTO

Invesco Total Return Bond ETF

Annual cost

0.35%

Fund size

$2.3B

Key differences

KAUG is an alternative ETF, while GTO is a fixed income ETF. KAUG charges 0.79% a year and GTO 0.35%.

  • KAUG is an alternative fund, while GTO is a fixed income fund. They carry different risk/return profiles.
  • KAUG follows a structured outcome strategy; GTO uses active selection.
  • GTO costs 0.44% less per year.
  • GTO is much larger than KAUG. Larger funds are usually more liquid and less likely to close.
  • GTO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KAUGGTO
Annual cost (TER)0.79%0.35%
Fund size (AUM)$75M$2.3B
Since20242016
Dividend yield0.00%4.75%
Asset classalternativefixed income
Regionnorth americanorth america
Strategystructured outcomeactive selection
CAGR 1Y+15.5%+5.6%
CAGR 3YN/A+4.7%
CAGR 5YN/A+0.0%
Sharpe 3YN/A0.23
Volatility 1Y8.03%3.43%
Max drawdown-15.66%-20.75%

Similar to KAUG and GTO