GTOS vs TLTP

GTOS vs TLTP
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Quick Verdict

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

Lower Fees: GTOSHigher Returns: GTOSMore Diversified: GTOS

Side-by-Side Comparison

MetricGTOSTLTPWinner
Expense Ratio0.30%0.39%
AUM$124M$25M
Dividend Yield4.52%15.05%
Holdings7035
YTD Return-0.75%-8.91%
1Y Return+1.23%-6.89%
3Y Return (annualized)+4.69%-
5Y Return (annualized)--
Volatility (annualized)1.9%8.7%
Max Drawdown-1.8%-13.3%
Fund FamilyInvesco (US)Amplify ETFs
CategoryFixed IncomeAlternative
InceptionDec 9, 2022Oct 29, 2024

GTOS vs TLTP Performance

Invesco Short Duration Total Return Bond ETF (GTOS) is a ETF from Invesco (US) and Amplify TLT US Treasury 12% Option Income ETF (TLTP) is a ETF from Amplify ETFs. Over the past year GTOS returned +1.23% while TLTP returned -6.89%. Year to date, GTOS is down 0.75% versus a loss of 8.91% for TLTP.

Risk: Volatility and Drawdowns

TLTP has been the more volatile fund, with annualized monthly volatility of 8.7% 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 -13.3% for TLTP. 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GTOS charges 0.30% per year while TLTP charges 0.39%. On a $10,000 position that is $30 vs $39 annually, a gap of $9 per year that compounds over a long holding period. On income, GTOS currently yields 4.52% against 15.05% for TLTP.

Holdings Overlap

0.0%overlap

GTOS and TLTP share 0 holdings out of 262 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 TLTP?

GTOS has an expense ratio of 0.30% while TLTP charges 0.39%. GTOS is the cheaper option. On a $10,000 investment, that is $9 per year of difference.

Which performed better, GTOS or TLTP?

Over the past year GTOS returned +1.23% vs -6.89% for TLTP, so GTOS leads on 1-year performance. Over the longest common window we track (2 years), GTOS annualized +4.29% vs -5.03% for TLTP. Past performance does not guarantee future results.

Which is riskier, GTOS or TLTP?

TLTP has been the more volatile fund at 8.7% annualized versus 1.9% for GTOS. Worst drawdown: GTOS -1.8% vs TLTP -13.3%.

Should I hold both GTOS and TLTP?

GTOS and TLTP have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GTOS and TLTP?

GTOS and TLTP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 262 unique securities.

Which pays a higher dividend, GTOS or TLTP?

GTOS yields 4.52% while TLTP yields 15.05%, so TLTP currently pays the higher dividend yield.

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