Screener
PEY vs GTOQ
Invesco High Yield Equity Dividend Achievers ETF vs Invesco High Yield Systematic Bond ETF
Key differences
PEY is an equity ETF, while GTOQ is a fixed income ETF. PEY charges 0.54% a year and GTOQ 0.39%.
- PEY is an equity fund, while GTOQ is a fixed income fund. They carry different risk/return profiles.
- PEY follows a index tracking strategy; GTOQ uses multi strategy.
- GTOQ costs 0.15% less per year.
- PEY is much larger than GTOQ. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PEY has delivered higher annualized returns.
- PEY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PEY | GTOQ | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.39% |
| Fund size (AUM) | $1.1B | $165M |
| Since | 2004 | 2020 |
| Dividend yield | 4.46% | 6.80% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | +18.6% | +6.8% |
| CAGR 3Y | +12.5% | +8.8% |
| CAGR 5Y | +6.2% | +3.9% |
| Sharpe 3Y | 0.58 | 1.04 |
| Volatility 1Y | 14.08% | 3.63% |
| Max drawdown | -41.55% | -15.96% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.