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RWL vs GTO
Invesco S&P 500 Revenue ETF vs Invesco Total Return Bond ETF
Key differences
RWL is an equity ETF, while GTO is a fixed income ETF. RWL charges 0.39% a year and GTO 0.35%.
- RWL is an equity fund, while GTO is a fixed income fund. They carry different risk/return profiles.
- RWL follows a index tracking strategy; GTO uses active selection.
- RWL is much larger than GTO. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RWL has delivered higher annualized returns.
- RWL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RWL | GTO | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.35% |
| Fund size (AUM) | $9.1B | $2.3B |
| Since | 2008 | 2016 |
| Dividend yield | 1.24% | 4.75% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +27.5% | +5.6% |
| CAGR 3Y | +21.1% | +4.7% |
| CAGR 5Y | +13.1% | +0.0% |
| Sharpe 3Y | 1.33 | 0.23 |
| Volatility 1Y | 10.11% | 3.43% |
| Max drawdown | -36.04% | -20.75% |
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