Screener
MSTI vs SIO
Madison Short-Term Strategic Income ETF vs Touchstone Strategic Income ETF
Key differences
Both MSTI and SIO are fixed income ETFs. MSTI charges 0.36% a year and SIO 0.50%. The main difference: MSTI costs 0.14% less per year.
- MSTI costs 0.14% less per year.
- SIO is much larger than MSTI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| MSTI | SIO | |
|---|---|---|
| Annual cost (TER) | 0.36% | 0.50% |
| Fund size (AUM) | $49M | $260M |
| Since | 2023 | 2022 |
| Dividend yield | 5.31% | 5.12% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.2% | +6.5% |
| CAGR 3Y | N/A | +7.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.80 |
| Volatility 1Y | 2.44% | 4.37% |
| Max drawdown | -1.47% | -7.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.