GTOS vs SBIO
Invesco Short Duration Total Return Bond ETF vs ALPS Medical Breakthroughs ETF
Quick Verdict
GTOS has a lower expense ratio. SBIO delivered stronger 1-year returns. GTOS offers more diversification with 703 holdings.
Side-by-Side Comparison
| Metric | GTOS | SBIO | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.50% | |
| AUM | $124M | $221M | |
| Dividend Yield | 4.52% | 0.00% | |
| Holdings | 703 | 107 | |
| YTD Return | -0.75% | +37.78% | |
| 1Y Return | +1.23% | +100.50% | |
| 3Y Return (annualized) | +4.69% | +34.22% | |
| 5Y Return (annualized) | - | +9.90% | |
| Volatility (annualized) | 1.9% | 29.6% | |
| Max Drawdown | -1.8% | -63.1% | |
| Fund Family | Invesco (US) | ALPS Advisors | |
| Category | Fixed Income | Equity | |
| Inception | Dec 9, 2022 | Dec 30, 2014 |
GTOS vs SBIO Performance
Invesco Short Duration Total Return Bond ETF (GTOS) is a ETF from Invesco (US) and ALPS Medical Breakthroughs ETF (SBIO) is a ETF from ALPS Advisors. Over the past year GTOS returned +1.23% while SBIO returned +100.50%. Year to date, GTOS is down 0.75% versus a gain of 37.78% for SBIO.
Over three years, GTOS compounded at +4.69% per year against +34.22% for SBIO. Across the full 4-year window we track, SBIO has the edge at +9.97% annualized vs +4.29%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SBIO has been the more volatile fund, with annualized monthly volatility of 29.6% 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 -63.1% for SBIO. 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 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
GTOS charges 0.30% per year while SBIO charges 0.50%. On a $10,000 position that is $30 vs $50 annually, a gap of $20 per year that compounds over a long holding period. On income, GTOS currently yields 4.52% against 0.00% for SBIO.
Holdings Overlap
GTOS and SBIO share 0 holdings out of 364 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 SBIO?
GTOS has an expense ratio of 0.30% while SBIO charges 0.50%. GTOS is the cheaper option. On a $10,000 investment, that is $20 per year of difference.
Which performed better, GTOS or SBIO?
Over the past year GTOS returned +1.23% vs +100.50% for SBIO, so SBIO leads on 1-year performance. Over the longest common window we track (4 years), GTOS annualized +4.29% vs +9.97% for SBIO. Past performance does not guarantee future results.
Which is riskier, GTOS or SBIO?
SBIO has been the more volatile fund at 29.6% annualized versus 1.9% for GTOS. Worst drawdown: GTOS -1.8% vs SBIO -63.1%.
Should I hold both GTOS and SBIO?
GTOS and SBIO have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GTOS and SBIO?
GTOS and SBIO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 364 unique securities.
Which pays a higher dividend, GTOS or SBIO?
GTOS yields 4.52% while SBIO yields 0.00%, so GTOS currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.