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