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Screener

BRTR vs SIO

iShares Total Return Active ETF vs Touchstone Strategic Income ETF

BRTR

iShares Total Return Active ETF

Annual cost

0.38%

Fund size

$663M

SIO

Touchstone Strategic Income ETF

Annual cost

0.50%

Fund size

$260M

Key differences

Both BRTR and SIO are fixed income ETFs. BRTR charges 0.38% a year and SIO 0.50%. The main difference: BRTR costs 0.12% less per year.

  • BRTR costs 0.12% less per year.

Side-by-side comparison

BRTRSIO
Annual cost (TER)0.38%0.50%
Fund size (AUM)$663M$260M
Since20232022
Dividend yield4.65%5.12%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+5.6%+6.5%
CAGR 3YN/A+7.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.80
Volatility 1Y3.64%4.37%
Max drawdown-5.07%-7.10%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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