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RMIF vs GSY

LHA Risk-Managed Income ETF vs Invesco Ultra Short Duration ETF

RMIF

LHA Risk-Managed Income ETF

Annual cost

1.55%

Fund size

$26M

GSY

Invesco Ultra Short Duration ETF

Annual cost

0.22%

Fund size

$3.5B

Key differences

Both RMIF and GSY are fixed income ETFs. RMIF charges 1.55% a year and GSY 0.22%. The main difference: RMIF follows a active selection strategy; GSY uses index tracking.

  • RMIF follows a active selection strategy; GSY uses index tracking.
  • GSY costs 1.33% less per year.
  • GSY is much larger than RMIF. Larger funds are usually more liquid and less likely to close.
  • GSY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RMIFGSY
Annual cost (TER)1.55%0.22%
Fund size (AUM)$26M$3.5B
Since20232008
Dividend yield5.29%4.34%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.0%+4.5%
CAGR 3YN/A+5.5%
CAGR 5YN/A+3.7%
Sharpe 3YN/A3.45
Volatility 1Y2.65%0.41%
Max drawdown-3.01%-5.25%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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