GTO vs. VWEHX
Compare and contrast key facts about Invesco Total Return Bond ETF (GTO) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX).
GTO is an actively managed fund by Invesco. It was launched on Feb 10, 2016. VWEHX is managed by Vanguard. It was launched on Dec 27, 1978.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GTO or VWEHX.
Correlation
The correlation between GTO and VWEHX is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
GTO vs. VWEHX - Performance Comparison
Key characteristics
GTO:
0.82
VWEHX:
2.56
GTO:
1.20
VWEHX:
4.14
GTO:
1.14
VWEHX:
1.62
GTO:
0.31
VWEHX:
4.37
GTO:
2.23
VWEHX:
13.83
GTO:
1.84%
VWEHX:
0.59%
GTO:
5.02%
VWEHX:
3.18%
GTO:
-20.61%
VWEHX:
-30.17%
GTO:
-8.48%
VWEHX:
-0.21%
Returns By Period
In the year-to-date period, GTO achieves a 0.37% return, which is significantly lower than VWEHX's 0.55% return.
GTO
0.37%
0.27%
1.41%
3.78%
0.27%
N/A
VWEHX
0.55%
1.08%
3.70%
7.93%
3.45%
4.55%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GTO vs. VWEHX - Expense Ratio Comparison
GTO has a 0.50% expense ratio, which is higher than VWEHX's 0.23% expense ratio.
Risk-Adjusted Performance
GTO vs. VWEHX — Risk-Adjusted Performance Rank
GTO
VWEHX
GTO vs. VWEHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Total Return Bond ETF (GTO) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX). 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. VWEHX - Dividend Comparison
GTO's dividend yield for the trailing twelve months is around 4.43%, less than VWEHX's 6.09% 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% |
VWEHX Vanguard High-Yield Corporate Fund Investor Shares | 6.09% | 6.13% | 5.68% | 5.11% | 4.15% | 4.62% | 5.25% | 5.93% | 5.30% | 5.39% | 5.88% | 5.59% |
Drawdowns
GTO vs. VWEHX - Drawdown Comparison
The maximum GTO drawdown since its inception was -20.61%, smaller than the maximum VWEHX drawdown of -30.17%. Use the drawdown chart below to compare losses from any high point for GTO and VWEHX. For additional features, visit the drawdowns tool.
Volatility
GTO vs. VWEHX - Volatility Comparison
Invesco Total Return Bond ETF (GTO) has a higher volatility of 1.49% compared to Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) at 1.08%. This indicates that GTO's price experiences larger fluctuations and is considered to be riskier than VWEHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.