GTOS vs TYO

GTOS vs TYO
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Quick Verdict

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

Lower Fees: GTOSHigher Returns: TYOMore Diversified: GTOS

Side-by-Side Comparison

MetricGTOSTYOWinner
Expense Ratio0.30%1.00%
AUM$124M$13M
Dividend Yield4.52%2.48%
Holdings7036
YTD Return-0.74%+11.78%
1Y Return+1.17%+11.29%
3Y Return (annualized)+4.69%+3.64%
5Y Return (annualized)-+15.26%
Volatility (annualized)1.9%19.3%
Max Drawdown-1.8%-90.4%
Fund FamilyInvesco (US)Direxion Shares ETF Trust
CategoryFixed IncomeAlternative
InceptionDec 9, 2022Apr 16, 2009

GTOS vs TYO Performance

Invesco Short Duration Total Return Bond ETF (GTOS) is a ETF from Invesco (US) and Direxion Daily 7-10 Year Treasury Bear 3X ETF (TYO) is a ETF from Direxion Shares ETF Trust. Over the past year GTOS returned +1.17% while TYO returned +11.29%. Year to date, GTOS is down 0.74% versus a gain of 11.78% for TYO.

Over three years, GTOS compounded at +4.69% per year against +3.64% for TYO. Across the full 4-year window we track, GTOS has the edge at +4.30% annualized vs -7.20%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TYO has been the more volatile fund, with annualized monthly volatility of 19.3% 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 -90.4% for TYO. 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 -0.81. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GTOS charges 0.30% per year while TYO charges 1.00%. On a $10,000 position that is $30 vs $100 annually, a gap of $70 per year that compounds over a long holding period. On income, GTOS currently yields 4.52% against 2.48% for TYO.

Holdings Overlap

0.0%overlap

GTOS and TYO 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 TYO?

GTOS has an expense ratio of 0.30% while TYO charges 1.00%. GTOS is the cheaper option. On a $10,000 investment, that is $70 per year of difference.

Which performed better, GTOS or TYO?

Over the past year GTOS returned +1.17% vs +11.29% for TYO, so TYO leads on 1-year performance. Over the longest common window we track (4 years), GTOS annualized +4.30% vs -7.20% for TYO. Past performance does not guarantee future results.

Which is riskier, GTOS or TYO?

TYO has been the more volatile fund at 19.3% annualized versus 1.9% for GTOS. Worst drawdown: GTOS -1.8% vs TYO -90.4%.

Should I hold both GTOS and TYO?

GTOS and TYO have a monthly-return correlation of -0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GTOS and TYO?

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

Which pays a higher dividend, GTOS or TYO?

GTOS yields 4.52% while TYO yields 2.48%, so GTOS currently pays the higher dividend yield.

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