Screener
HTAB vs SIO
Hartford Schroders Tax-Aware Bond ETF vs Touchstone Strategic Income ETF
Key differences
Both HTAB and SIO are fixed income ETFs. HTAB charges 0.39% a year and SIO 0.50%. The main difference: HTAB costs 0.11% less per year.
- HTAB costs 0.11% less per year.
- Over the last three years, SIO has delivered higher annualized returns.
Side-by-side comparison
| HTAB | SIO | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.50% |
| Fund size (AUM) | $302M | $260M |
| Since | 2018 | 2022 |
| Dividend yield | 3.83% | 5.12% |
| Asset class | fixed income | fixed income |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.7% | +6.5% |
| CAGR 3Y | +3.4% | +7.5% |
| CAGR 5Y | +0.7% | N/A |
| Sharpe 3Y | -0.01 | 0.80 |
| Volatility 1Y | 3.97% | 4.37% |
| Max drawdown | -14.76% | -7.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.