Screener
THRO vs GTO
iShares U.S. Thematic Rotation Active ETF vs Invesco Total Return Bond ETF
Key differences
- GTO costs 0.22% less per year.
- THRO is significantly larger than GTO — larger funds tend to be more liquid and less likely to close.
- THRO is classified as equity, while GTO is fixed income — different risk/return profiles.
- Over the last 3 years, THRO has delivered higher annualized returns.
- GTO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| THRO | GTO | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.35% |
| Fund size (AUM) | $8.3B | $2.3B |
| Since | 2021 | 2016 |
| Dividend yield | 0.17% | 4.75% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +28.9% | +6.9% |
| CAGR 3Y | +24.9% | +5.0% |
| CAGR 5Y | N/A | +0.2% |
| Sharpe 3Y | 1.26 | 0.29 |
| Volatility 1Y | 13.11% | 3.47% |
| Max drawdown | -26.55% | -20.75% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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