GTOS vs SAWS

GTOS vs SAWS
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

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

Lower Fees: GTOSHigher Returns: SAWSMore Diversified: GTOS

Side-by-Side Comparison

MetricGTOSSAWSWinner
Expense Ratio0.30%0.55%
AUM$124M$8M
Dividend Yield4.52%0.02%
Holdings70372
YTD Return-0.74%+11.77%
1Y Return+1.17%+16.68%
3Y Return (annualized)+4.69%-
5Y Return (annualized)--
Volatility (annualized)1.9%18.6%
Max Drawdown-1.8%-22.0%
Fund FamilyInvesco (US)Advisors Asset Management, Inc.
CategoryFixed IncomeEquity
InceptionDec 9, 2022Jul 30, 2024

GTOS vs SAWS Performance

Invesco Short Duration Total Return Bond ETF (GTOS) is a ETF from Invesco (US) and AAM Sawgrass US Small Cap Quality Growth ETF (SAWS) is a ETF from Advisors Asset Management, Inc.. Over the past year GTOS returned +1.17% while SAWS returned +16.68%. Year to date, GTOS is down 0.74% versus a gain of 11.77% for SAWS.

Risk: Volatility and Drawdowns

SAWS has been the more volatile fund, with annualized monthly volatility of 18.6% 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 -1.8% for GTOS and -22.0% for SAWS. 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 0.18. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GTOS charges 0.30% per year while SAWS charges 0.55%. On a $10,000 position that is $30 vs $55 annually, a gap of $25 per year that compounds over a long holding period. On income, GTOS currently yields 4.52% against 0.02% for SAWS.

Holdings Overlap

0.0%overlap

GTOS and SAWS share 0 holdings out of 332 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, GTOS or SAWS?

GTOS has an expense ratio of 0.30% while SAWS charges 0.55%. GTOS is the cheaper option. On a $10,000 investment, that is $25 per year of difference.

Which performed better, GTOS or SAWS?

Over the past year GTOS returned +1.17% vs +16.68% for SAWS, so SAWS leads on 1-year performance. Over the longest common window we track (2 years), GTOS annualized +4.30% vs +11.20% for SAWS. Past performance does not guarantee future results.

Which is riskier, GTOS or SAWS?

SAWS has been the more volatile fund at 18.6% annualized versus 1.9% for GTOS. Worst drawdown: GTOS -1.8% vs SAWS -22.0%.

Should I hold both GTOS and SAWS?

GTOS and SAWS have a monthly-return correlation of 0.18, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GTOS and SAWS?

GTOS and SAWS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 332 unique securities.

Which pays a higher dividend, GTOS or SAWS?

GTOS yields 4.52% while SAWS yields 0.02%, so GTOS currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free