GTOS vs VOO

GTOS vs VOO

Which is better, GTOS or VOO?

Short Term High Yield Bond against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window.

Lower Fees: VOOHigher Returns: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricGTOSVOO
Expense Ratio0.30%0.03%Best
AUM$123M$997.4B
Dividend Yield4.48%1.04%
Holdings703509
YTD Return-1.59%+11.48%Best
1Y Return-0.46%+15.94%Best
3Y Return (annualized)+4.24%+21.01%Best
5Y Return (annualized)-+12.66%
Volatility (annualized)1.9%Best12.6%
Max Drawdown-2.0%Best-18.7%
$10,000 over 3.8 years$11,599$20,415Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleShort Term High Yield BondLarge Cap Blend
InceptionDec 9, 2022Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Dec 9, 2022 to Sep 15, 2026 (3.8 years).

GTOS vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.8 years both funds cover.

GTOS vs VOO Performance

Invesco Short Duration Total Return Bond ETF (GTOS) is an ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year GTOS returned -0.46% while VOO returned +15.94%. Year to date, GTOS is down 1.59% versus a gain of 11.48% for VOO.

Over three years, GTOS compounded at +4.24% per year against +21.01% for VOO. Across the full 4-year window we track, VOO has the edge at +20.66% annualized vs +3.98%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.6% 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 -2.0% for GTOS and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.49. They move together some of the time, and apart the rest.

Fees and Cost Over Time

GTOS charges 0.30% per year while VOO charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, GTOS currently yields 4.48% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 269 holdings in GTOS and 494 in VOO, totalling 24.6% and 99.5% of the two funds. That is not enough of GTOS to divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.

1 positions in common, counted across the 269 positions we hold weights for in GTOS and 494 in VOO, against full books of 703 and 509.

Top Shared Holdings

StockWeight in GTOSWeight in VOODifference
CNPCenterPoint Energy Inc 5.95 04/01/20560.00%0.04%0.04%

You are not choosing between two funds in isolation.

Whichever of GTOS and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

GTOSVOO

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Frequently Asked Questions

Which is cheaper, GTOS or VOO?

GTOS has an expense ratio of 0.30% while VOO charges 0.03%. VOO is the cheaper option, by $27 a year on a $10,000 investment.

Which performed better, GTOS or VOO?

Over the past year GTOS returned -0.46% vs +15.94% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), GTOS annualized +3.98% vs +20.66% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GTOS or VOO?

VOO has been the more volatile fund at 12.6% annualized versus 1.9% for GTOS. Worst drawdown: GTOS -2.0% vs VOO -18.7%.

Should I hold both GTOS and VOO?

GTOS and VOO have a monthly-return correlation of 0.49, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, GTOS or VOO?

GTOS yields 4.48% while VOO yields 1.04%, so GTOS currently pays the higher dividend yield.

Is VOO better than GTOS?

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.