GTOS vs IGBH

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Quick Verdict

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

Side-by-Side Comparison

MetricGTOSIGBH
Fund FamilyInvesco (US)iShares by BlackRock (US)
Expense Ratio0.30%0.14%
AUM$119M$174M
Dividend Yield4.73%6.09%
Holdings Count508274
Inception Date2022-12-092015-07-22
Investment StyleShort Term High Yield BondUltrashort Term Bond
1-Month Return+0.09%+0.89%
YTD Return+0.04%+0.85%
1-Year Return+5.29%+7.33%
3-Year Return+4.99%+7.78%
5-Year Return-+5.04%
10-Year Return-+4.61%
Buy Score5260
Momentum Score2641
Value Score-63

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
282
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, GTOS or IGBH?

GTOS has an expense ratio of 0.30% while IGBH charges 0.14%. IGBH is the cheaper option, saving you money on management fees over time.

Do GTOS and IGBH hold the same stocks?

GTOS and IGBH share 0 common holdings with a 0.0% weight overlap. They hold 282 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, GTOS or IGBH?

Over the past year, GTOS returned +5.29% while IGBH returned +7.33%. IGBH outperformed over this period. Past performance does not guarantee future results.