GTOS yields 4.70% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, GTOS + JEPQ cover 0 of 12 months — good coverage
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Invesco Short Duration Total Return Bond ETF (Fund) is an actively managed exchange-traded fund (ETF) that seeks total return, comprised of income and capital appreciation. The Fund seeks to achieve its investment objective by investing at least 75% of its net assets in fixed income securities, including high yield bonds, and other instruments that have similar economic characteristics. The Fund aims to maintain a portfolio maturity and duration between one and three years.Effective February 24, 2025, The Fund’s name will change to “Invesco Short Duration Total Return Bond ETF” As a result of this change, the Fund will also change its ticker to “GTOS.” Additionally, the Funds management fee will reduce to 30bps.
Full GTOS Calculator →The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.