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 508 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
0
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 0 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.