Screener
PBTP vs GTO
Invesco 0-5 Yr US TIPS ETF vs Invesco Total Return Bond ETF
Key differences
Both PBTP and GTO are fixed income ETFs. PBTP charges 0.07% a year and GTO 0.35%. The main difference: PBTP follows a index tracking strategy; GTO uses active selection.
- PBTP follows a index tracking strategy; GTO uses active selection.
- PBTP costs 0.28% less per year.
- GTO is much larger than PBTP. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| PBTP | GTO | |
|---|---|---|
| Annual cost (TER) | 0.07% | 0.35% |
| Fund size (AUM) | $68M | $2.3B |
| Since | 2017 | 2016 |
| Dividend yield | 3.11% | 4.75% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.5% | +5.5% |
| CAGR 3Y | +5.1% | +4.6% |
| CAGR 5Y | +3.3% | +0.0% |
| Sharpe 3Y | 0.67 | 0.21 |
| Volatility 1Y | 1.55% | 3.43% |
| Max drawdown | -5.44% | -20.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.