Skip to content
Beacon
Screener

MDIV vs GTOC

Multi-Asset Diversified Income Index Fund vs Invesco Core Fixed Income ETF

MDIV

Multi-Asset Diversified Income Index Fund

First Trust

Annual cost

0.71%

Fund size

$417M

GTOC

Invesco Core Fixed Income ETF

Invesco

Annual cost

0.26%

Fund size

$188M

Key differences

  • GTOC costs 0.45% less per year.
  • MDIV is classified as mixed asset, while GTOC is fixed income — different risk/return profiles.
  • MDIV follows a index tracking strategy; GTOC uses active selection.
  • MDIV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MDIVGTOC
Annual cost (TER)0.71%0.26%
Fund size (AUM)$417M$188M
Since20122025
Dividend yield6.13%
Asset classmixed assetfixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+13.4%N/A
CAGR 3Y+12.3%N/A
CAGR 5Y+6.4%N/A
Sharpe 3Y0.94N/A
Volatility 1Y6.70%
Max drawdown-48.50%-2.70%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to MDIV and GTOC