Screener
SIO vs CRDT
Touchstone Strategic Income ETF vs Simplify Opportunistic Income ETF
Key differences
Both SIO and CRDT are fixed income ETFs. SIO charges 0.50% a year and CRDT 0.99%. The main difference: SIO costs 0.49% less per year.
- SIO costs 0.49% less per year.
- SIO is much larger than CRDT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| SIO | CRDT | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.99% |
| Fund size (AUM) | $260M | $37M |
| Since | 2022 | 2023 |
| Dividend yield | 5.12% | 6.19% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.5% | +2.3% |
| CAGR 3Y | +7.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.80 | N/A |
| Volatility 1Y | 4.37% | 9.20% |
| Max drawdown | -7.10% | -9.80% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.