Screener
SIO vs HTRB
Touchstone Strategic Income ETF vs Hartford Total Return Bond ETF
Key differences
Both SIO and HTRB are fixed income ETFs. SIO charges 0.50% a year and HTRB 0.29%. The main difference: HTRB costs 0.21% less per year.
- HTRB costs 0.21% less per year.
- HTRB 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.
- HTRB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SIO | HTRB | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.29% |
| Fund size (AUM) | $260M | $2.2B |
| Since | 2022 | 2017 |
| Dividend yield | 5.12% | 4.62% |
| Asset class | fixed income | fixed income |
| Region | — | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.5% | +5.3% |
| CAGR 3Y | +7.5% | +4.9% |
| CAGR 5Y | N/A | +0.5% |
| Sharpe 3Y | 0.80 | 0.25 |
| Volatility 1Y | 4.37% | 3.78% |
| Max drawdown | -7.10% | -19.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.