GTOS vs IG
vs
GTOS vs IG
Invesco Short Duration Total Return Bond ETF vs Principal Investment Grade Corporate Active ETF
vs
✓All holdings
✓Overlap Analysis
✓ETF Screener
✓Compare ETFs
Quick Verdict
IG has a lower expense ratio. IG delivered stronger 1-year returns. GTOS offers more diversification with 280 holdings.
Side-by-Side Comparison
| Metric | GTOS | IG |
|---|---|---|
| Fund Family | Invesco (US) | Principal Funds |
| Expense Ratio | 0.30% | 0.19% |
| AUM | $119M | $166M |
| Dividend Yield | 4.73% | 4.97% |
| Holdings Count | 508 | 231 |
| Inception Date | 2022-12-09 | 2018-04-18 |
| Investment Style | Short Term High Yield Bond | Long Term Mid Quality |
| 1-Month Return | +0.09% | +0.38% |
| YTD Return | +0.04% | +0.43% |
| 1-Year Return | +5.29% | +7.39% |
| 3-Year Return | +4.99% | +4.29% |
| 5-Year Return | - | -0.34% |
| 10-Year Return | - | - |
| Buy Score | 52 | 70 |
| Momentum Score | 26 | 35 |
| Value Score | - | 58 |
Holdings Overlap
0.0%
Weight Overlap
1
Shared Holdings
461
Total Unique
Top Shared Holdings
| Ticker | GTOS Weight | IG Weight |
|---|---|---|
| GLENLN 5.371 04/04/2 | 0.01% | 1.17% |
Sector Allocation
Loading chart...
Frequently Asked Questions
Which has lower fees, GTOS or IG?
GTOS has an expense ratio of 0.30% while IG charges 0.19%. IG is the cheaper option, saving you money on management fees over time.
Do GTOS and IG hold the same stocks?
GTOS and IG share 1 common holdings with a 0.0% weight overlap. They hold 461 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, GTOS or IG?
Over the past year, GTOS returned +5.29% while IG returned +7.39%. IG outperformed over this period. Past performance does not guarantee future results.