GTO vs. IUSB
Compare and contrast key facts about Invesco Total Return Bond ETF (GTO) and iShares Core Total USD Bond Market ETF (IUSB).
GTO and IUSB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GTO is an actively managed fund by Invesco. It was launched on Feb 10, 2016. IUSB is a passively managed fund by iShares that tracks the performance of the Barclays U.S. Universal Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GTO or IUSB.
Correlation
The correlation between GTO and IUSB is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
GTO vs. IUSB - Performance Comparison
Key characteristics
GTO:
0.49
IUSB:
0.38
GTO:
0.73
IUSB:
0.57
GTO:
1.09
IUSB:
1.07
GTO:
0.19
IUSB:
0.17
GTO:
1.37
IUSB:
1.05
GTO:
1.81%
IUSB:
1.89%
GTO:
5.04%
IUSB:
5.20%
GTO:
-20.61%
IUSB:
-17.98%
GTO:
-9.04%
IUSB:
-7.22%
Returns By Period
In the year-to-date period, GTO achieves a -0.24% return, which is significantly lower than IUSB's -0.22% return.
GTO
-0.24%
-1.08%
0.31%
3.12%
0.25%
N/A
IUSB
-0.22%
-0.99%
0.44%
2.71%
-0.20%
1.52%
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GTO vs. IUSB - Expense Ratio Comparison
GTO has a 0.50% expense ratio, which is higher than IUSB's 0.06% expense ratio.
Risk-Adjusted Performance
GTO vs. IUSB — Risk-Adjusted Performance Rank
GTO
IUSB
GTO vs. IUSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Total Return Bond ETF (GTO) and iShares Core Total USD Bond Market ETF (IUSB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
GTO vs. IUSB - Dividend Comparison
GTO's dividend yield for the trailing twelve months is around 4.43%, more than IUSB's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GTO Invesco Total Return Bond ETF | 4.43% | 4.42% | 4.05% | 3.47% | 1.93% | 4.04% | 2.97% | 5.25% | 2.81% | 2.84% | 0.00% | 0.00% |
IUSB iShares Core Total USD Bond Market ETF | 4.04% | 4.04% | 3.46% | 2.53% | 1.74% | 2.45% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% | 1.39% |
Drawdowns
GTO vs. IUSB - Drawdown Comparison
The maximum GTO drawdown since its inception was -20.61%, which is greater than IUSB's maximum drawdown of -17.98%. Use the drawdown chart below to compare losses from any high point for GTO and IUSB. For additional features, visit the drawdowns tool.
Volatility
GTO vs. IUSB - Volatility Comparison
Invesco Total Return Bond ETF (GTO) and iShares Core Total USD Bond Market ETF (IUSB) have volatilities of 1.45% and 1.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.