Screener
SIO vs GTO
Touchstone Strategic Income ETF vs Invesco Total Return Bond ETF
Key differences
Both SIO and GTO are fixed income ETFs. SIO charges 0.50% a year and GTO 0.35%. The main difference: GTO costs 0.15% less per year.
- GTO costs 0.15% less per year.
- GTO is much larger than SIO. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SIO has delivered higher annualized returns.
- GTO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SIO | GTO | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.35% |
| Fund size (AUM) | $260M | $2.3B |
| Since | 2022 | 2016 |
| Dividend yield | 5.12% | 4.75% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.5% | +6.0% |
| CAGR 3Y | +7.5% | +5.0% |
| CAGR 5Y | N/A | +0.1% |
| Sharpe 3Y | 0.80 | 0.30 |
| Volatility 1Y | 4.37% | 3.41% |
| Max drawdown | -7.10% | -20.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.