Screener
FXED vs SIO
Sound Enhanced Fixed Income ETF vs Touchstone Strategic Income ETF
Key differences
Both FXED and SIO are fixed income ETFs. FXED charges 1.89% a year and SIO 0.50%. The main difference: SIO costs 1.39% less per year.
- SIO costs 1.39% less per year.
- SIO is much larger than FXED. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FXED | SIO | |
|---|---|---|
| Annual cost (TER) | 1.89% | 0.50% |
| Fund size (AUM) | $40M | $260M |
| Since | 2020 | 2022 |
| Dividend yield | 7.10% | 5.12% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.5% | +6.5% |
| CAGR 3Y | +6.6% | +7.5% |
| CAGR 5Y | +2.3% | N/A |
| Sharpe 3Y | 0.38 | 0.80 |
| Volatility 1Y | 6.85% | 4.37% |
| Max drawdown | -20.07% | -7.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.