GTO vs SLQD

Comparison between INVESCO TOTAL RETURN BOND ETF (GTO, ETF) and ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD, ETF).

5-Year PerformanceSLQD has outperformed GTO, delivering a return of +2.6% compared to -0.2%

GTO vs SLQD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GTO(ETF)	SLQD(ETF)
Net Assets	$2.40B	$2.40B
Expense Ratio	0.35%	0.06%
Max Drawdown	25.87%	12.69%
Sharpe Ratio	-0.20	-0.28
5Y Beta	0.06	0.03
5Y Dividends CAGR	1.95%	15.88%

Net Assets

GTO

$2.40B

SLQD

$2.40B

Expense Ratio

GTO

0.35%

Winner

SLQD

0.06%

Max Drawdown

GTO

25.87%

Winner

SLQD

12.69%

Sharpe Ratio

Winner

GTO

-0.20

SLQD

-0.28

5Y Beta

GTO

0.06

Winner

SLQD

0.03

5Y Dividends CAGR

GTO

1.95%

Winner

SLQD

15.88%

GTO vs SLQD - Historical Returns

Returns include dividend reinvestment.

Period	GTO	SLQD
1 month	-0.85%	+0.00%
3 months	-0.59%	+0.46%
6 months	-0.50%	+0.78%
1 year	+3.12%	+3.34%
5 years(CAGR)	-0.24%	+2.59%
10 years(CAGR)	+2.60%	+2.62%
Max(CAGR)	+2.99%	+2.51%

GTO

-0.85%

Winner

SLQD

+0.00%

GTO

-0.59%

Winner

SLQD

+0.46%

GTO

-0.50%

Winner

SLQD

+0.78%

GTO

+3.12%

Winner

SLQD

+3.34%

5Y(CAGR)

GTO

-0.24%

Winner

SLQD

+2.59%

10Y(CAGR)

GTO

+2.60%

Winner

SLQD

+2.62%

Max(CAGR)

Winner

GTO

+2.99%

SLQD

+2.51%

GTO vs SLQD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	GTO	SLQD
2026	+0.25%	+1.25%
2025	+7.08%	+6.23%
2024	+3.00%	+5.15%
2023	+5.50%	+5.87%
2022	-14.06%	-4.27%
2021	-0.44%	-0.53%
2020	+10.58%	+4.70%
2019	+11.26%	+6.05%
2018	-0.02%	+1.15%
2017	+7.33%	+2.17%
2016	+3.62%	+1.81%
2015	N/A	+1.23%
2014	N/A	+1.65%
2013	N/A	+0.49%

GTO vs SLQD Drawdown Comparison

The maximum drawdown for GTO was -20.60%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The maximum drawdown for SLQD was -12.69%, occurring on Mar 19, 2020. Recovery took 53 trading sessions.

The current GTO drawdown is -2.06%. The current SLQD drawdown is -0.11%.

Rank	GTO	SLQD
#1	-20.60% Sep 14, 2021 - Oct 24, 2022	-12.69% Mar 4, 2020 - May 19, 2020
#2	-11.26% Mar 6, 2020 - Jun 4, 2020	-7.63% Aug 2, 2021 - Dec 20, 2023
#3	-5.38% Feb 16, 2016 - Jul 25, 2016	-1.52% Aug 24, 2016 - Apr 11, 2017
#4	-3.61% Sep 6, 2016 - Apr 12, 2017	-1.16% Sep 8, 2017 - Aug 13, 2018
#5	-3.57% Aug 22, 2018 - Jan 24, 2019	-1.06% Feb 27, 2026 - May 28, 2026
#6	-2.96% Jan 4, 2021 - Jul 6, 2021	-1.05% Oct 27, 2015 - Mar 16, 2016
#7	-2.35% Sep 4, 2019 - Oct 4, 2019	-0.96% Apr 15, 2015 - Oct 14, 2015
#8	-2.06% Dec 15, 2017 - Jul 19, 2018	-0.92% Apr 3, 2025 - Apr 25, 2025
#9	-1.48% Oct 4, 2019 - Dec 3, 2019	-0.87% Dec 31, 2020 - May 25, 2021
#10	-1.34% Aug 6, 2020 - Nov 19, 2020	-0.82% Sep 27, 2024 - Dec 6, 2024
#11	-0.99% Jun 26, 2017 - Aug 3, 2017	-0.77% Jan 30, 2015 - Mar 18, 2015
#12	-0.78% Aug 4, 2021 - Sep 14, 2021	-0.77% Oct 15, 2014 - Jan 9, 2015
#13	-0.77% Jul 19, 2018 - Aug 10, 2018	-0.76% Mar 27, 2024 - May 3, 2024
#14	-0.73% Jul 3, 2019 - Aug 1, 2019	-0.74% Sep 4, 2019 - Oct 1, 2019
#15	-0.67% Mar 27, 2019 - Apr 26, 2019	-0.67% Aug 19, 2014 - Oct 8, 2014

Correlation

Correlation between GTO and SLQD is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2013 - 2026)

GTO vs SLQD dividend yield comparison.

Year	GTO	SLQD
2026	2.74%	2.56%
2025	4.70%	4.15%
2024	4.42%	3.71%
2023	4.05%	2.99%
2022	3.47%	2.00%
2021	1.93%	1.67%
2020	4.04%	2.34%
2019	2.97%	2.89%
2018	5.25%	2.55%
2017	2.81%	1.98%
2016	2.57%	1.81%
2015	0.00%	1.43%
2014	0.00%	1.23%
2013	0.00%	0.23%