GTOS vs SPGM

vs

Quick Verdict

SPGM has a lower expense ratio. SPGM delivered stronger 1-year returns. SPGM offers more diversification with 2985 holdings.

Side-by-Side Comparison

MetricGTOSSPGM
Fund FamilyInvesco (US)SPDR State Street Global Advisors
Expense Ratio0.30%0.09%
AUM$122M$1.8B
Dividend Yield4.55%1.80%
Holdings Count1,0472,985
Inception Date2022-12-092012-02-27
Investment StyleShort Term High Yield BondLarge Cap Blend
1-Month Return-0.23%-0.57%
YTD Return+0.92%+11.62%
1-Year Return+4.04%+26.38%
3-Year Return+6.12%+20.15%
5-Year Return-+11.37%
10-Year Return-+5.53%
Buy Score5977
Momentum Score2769
Value Score-66

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
294
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, GTOS or SPGM?

GTOS has an expense ratio of 0.30% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.

Do GTOS and SPGM hold the same stocks?

GTOS and SPGM share 0 common holdings with a 0.0% weight overlap. They hold 294 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, GTOS or SPGM?

Over the past year, GTOS returned +4.04% while SPGM returned +26.38%. SPGM outperformed over this period. Past performance does not guarantee future results.