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GTOQ vs. BBHY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GTOQ vs. BBHY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco High Yield Systematic Bond ETF (GTOQ) and JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GTOQ achieves a 1.57% return, which is significantly lower than BBHY's 1.73% return.


GTOQ

1D
0.09%
1M
0.63%
YTD
1.57%
6M
2.16%
1Y
6.99%
3Y*
9.02%
5Y*
3.98%
10Y*

BBHY

1D
0.15%
1M
0.49%
YTD
1.73%
6M
2.18%
1Y
7.10%
3Y*
8.76%
5Y*
4.12%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GTOQ vs. BBHY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
GTOQ
Invesco High Yield Systematic Bond ETF
1.57%8.04%8.13%14.17%-12.17%5.37%0.38%
BBHY
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
1.73%8.51%7.81%11.98%-10.37%3.88%1.16%

Correlation

The correlation between GTOQ and BBHY is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.90

Correlation (3Y)
Calculated over the trailing 3-year period

0.80

Correlation (5Y)
Calculated over the trailing 5-year period

0.76

Correlation (All Time)
Calculated using the full available price history since Dec 4, 2020

0.74

The correlation between GTOQ and BBHY shifts across timeframes, from 0.74 (all time) to 0.90 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

GTOQ vs. BBHY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GTOQ
GTOQ Risk / Return Rank: 5858
Overall Rank
GTOQ Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
GTOQ Sortino Ratio Rank: 6363
Sortino Ratio Rank
GTOQ Omega Ratio Rank: 6262
Omega Ratio Rank
GTOQ Calmar Ratio Rank: 4949
Calmar Ratio Rank
GTOQ Martin Ratio Rank: 5959
Martin Ratio Rank

BBHY
BBHY Risk / Return Rank: 6565
Overall Rank
BBHY Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
BBHY Sortino Ratio Rank: 6666
Sortino Ratio Rank
BBHY Omega Ratio Rank: 6565
Omega Ratio Rank
BBHY Calmar Ratio Rank: 6262
Calmar Ratio Rank
BBHY Martin Ratio Rank: 7373
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GTOQ vs. BBHY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco High Yield Systematic Bond ETF (GTOQ) and JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY). 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.


GTOQBBHYDifference
Sharpe ratioReturn per unit of total volatility

-0.02

Sortino ratioReturn per unit of downside risk

-0.09

Omega ratioGain probability vs. loss probability

1.37

1.39

-0.01

Calmar ratioReturn relative to maximum drawdown

2.38

3.00

-0.62

Martin ratioReturn relative to average drawdown

10.21

13.50

-3.29

GTOQ vs. BBHY - Sharpe Ratio Comparison

The current GTOQ Sharpe Ratio is 1.95, which is comparable to the BBHY Sharpe Ratio of 1.97. The chart below compares the historical Sharpe Ratios of GTOQ and BBHY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


GTOQBBHYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.95

1.97

-0.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.70

0.57

+0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.78

0.64

+0.13

Drawdowns

GTOQ vs. BBHY - Drawdown Comparison

The maximum GTOQ drawdown since its inception was -15.96%, smaller than the maximum BBHY drawdown of -24.98%. Use the drawdown chart below to compare losses from any high point for GTOQ and BBHY.


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Drawdown Indicators


GTOQBBHYDifference

Max Drawdown

Largest peak-to-trough decline

-15.96%

-24.98%

+9.02%

Max Drawdown (1Y)

Largest decline over 1 year

-2.95%

-2.37%

-0.58%

Max Drawdown (3Y)

Largest decline over 3 years

-5.25%

-5.00%

-0.25%

Max Drawdown (5Y)

Largest decline over 5 years

-15.96%

-15.32%

-0.64%

Current Drawdown

Current decline from peak

-0.13%

-0.14%

+0.01%

Average Drawdown

Average peak-to-trough decline

-3.31%

-2.37%

-0.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.69%

0.53%

+0.16%

Volatility

GTOQ vs. BBHY - Volatility Comparison

The current volatility for Invesco High Yield Systematic Bond ETF (GTOQ) is 0.97%, while JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) has a volatility of 1.13%. This indicates that GTOQ experiences smaller price fluctuations and is considered to be less risky than BBHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GTOQBBHYDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.97%

1.13%

-0.16%

Volatility (6M)

Calculated over the trailing 6-month period

2.69%

2.85%

-0.16%

Volatility (1Y)

Calculated over the trailing 1-year period

3.60%

3.62%

-0.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.71%

7.26%

-1.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.52%

7.53%

-2.01%

GTOQ vs. BBHY - Expense Ratio Comparison

GTOQ has a 0.39% expense ratio, which is higher than BBHY's 0.15% expense ratio.


Dividends

GTOQ vs. BBHY - Dividend Comparison

GTOQ's dividend yield for the trailing twelve months is around 6.80%, less than BBHY's 6.94% yield.


PositionTTM2025202420232022202120202019201820172016
BBHY
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
6.94%7.24%7.18%6.49%5.92%4.06%4.73%4.99%5.02%4.81%1.42%
GTOQ
Invesco High Yield Systematic Bond ETF
6.80%7.04%7.20%6.76%6.17%4.86%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.90, GTOQ and BBHY move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

BBHY has higher volatility (1.13%) compared to GTOQ (0.97%). In terms of maximum drawdown, GTOQ dropped -15.96% vs BBHY's -24.98%.

On 5-year performance, BBHY leads with 4.12% vs 3.98% for GTOQ. On fees, BBHY is cheaper at 0.15% per year. On volatility, GTOQ has been the lower-risk option at 0.97%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, BBHY has performed better with a 4.12% return vs 3.98%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BBHY is cheaper with a 0.15% expense ratio, compared with 0.39% for GTOQ.

BBHY has the higher dividend yield at 6.94%, compared with 6.80% for GTOQ.

They also come from different issuers: Invesco and JPMorgan. Their fees differ too: 0.39% for GTOQ and 0.15% for BBHY.

BBHY currently has the higher Sharpe Ratio (1.97 vs 1.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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