GTOS vs HUSV

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Quick Verdict

GTOS has a lower expense ratio. GTOS delivered stronger 1-year returns. GTOS offers more diversification with 280 holdings.

Side-by-Side Comparison

MetricGTOSHUSV
Fund FamilyInvesco (US)First Trust Portfolios (US)
Expense Ratio0.30%0.70%
AUM$119M$75M
Dividend Yield4.73%1.31%
Holdings Count508102
Inception Date2022-12-092016-08-24
Investment StyleShort Term High Yield BondLarge Cap Blend
1-Month Return+0.09%+1.97%
YTD Return+0.04%+2.44%
1-Year Return+5.29%+3.07%
3-Year Return+4.99%+7.82%
5-Year Return-+8.85%
10-Year Return--
Buy Score5268
Momentum Score2646
Value Score-48

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
280
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, GTOS or HUSV?

GTOS has an expense ratio of 0.30% while HUSV charges 0.70%. GTOS is the cheaper option, saving you money on management fees over time.

Do GTOS and HUSV hold the same stocks?

GTOS and HUSV share 0 common holdings with a 0.0% weight overlap. They hold 280 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, GTOS or HUSV?

Over the past year, GTOS returned +5.29% while HUSV returned +3.07%. GTOS outperformed over this period. Past performance does not guarantee future results.