ELCV vs GTOS

ELCV vs GTOS
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Quick Verdict

GTOS has a lower expense ratio. ELCV delivered stronger 1-year returns. GTOS offers more diversification with 703 holdings.

Lower Fees: GTOSHigher Returns: ELCVMore Diversified: GTOS

Side-by-Side Comparison

MetricELCVGTOSWinner
Expense Ratio0.49%0.30%
AUM$262M$124M
Dividend Yield2.15%4.52%
Holdings47703
YTD Return+19.57%-0.75%
1Y Return+25.61%+1.23%
3Y Return (annualized)-+4.69%
5Y Return (annualized)--
Volatility (annualized)13.8%1.9%
Max Drawdown-18.4%-1.8%
Fund FamilyEventideInvesco (US)
CategoryEquityFixed Income
InceptionSep 30, 2024Dec 9, 2022

ELCV vs GTOS Performance

Eventide High Dividend ETF (ELCV) is a ETF from Eventide and Invesco Short Duration Total Return Bond ETF (GTOS) is a ETF from Invesco (US). Over the past year ELCV returned +25.61% while GTOS returned +1.23%. Year to date, ELCV is up 19.57% versus a loss of 0.75% for GTOS.

Risk: Volatility and Drawdowns

ELCV has been the more volatile fund, with annualized monthly volatility of 13.8% compared with 1.9% for GTOS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -18.4% for ELCV and -1.8% for GTOS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.10. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ELCV charges 0.49% per year while GTOS charges 0.30%. On a $10,000 position that is $49 vs $30 annually, a gap of $19 per year that compounds over a long holding period. On income, ELCV currently yields 2.15% against 4.52% for GTOS.

Holdings Overlap

0.0%overlap

ELCV and GTOS share 0 holdings out of 305 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, ELCV or GTOS?

ELCV has an expense ratio of 0.49% while GTOS charges 0.30%. GTOS is the cheaper option. On a $10,000 investment, that is $19 per year of difference.

Which performed better, ELCV or GTOS?

Over the past year ELCV returned +25.61% vs +1.23% for GTOS, so ELCV leads on 1-year performance. Over the longest common window we track (2 years), ELCV annualized +15.37% vs +4.29% for GTOS. Past performance does not guarantee future results.

Which is riskier, ELCV or GTOS?

ELCV has been the more volatile fund at 13.8% annualized versus 1.9% for GTOS. Worst drawdown: ELCV -18.4% vs GTOS -1.8%.

Should I hold both ELCV and GTOS?

ELCV and GTOS have a monthly-return correlation of 0.10, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ELCV and GTOS?

ELCV and GTOS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 305 unique securities.

Which pays a higher dividend, ELCV or GTOS?

ELCV yields 2.15% while GTOS yields 4.52%, so GTOS currently pays the higher dividend yield.

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