Screener
TUSI vs SIO
Touchstone Ultra Short Income ETF vs Touchstone Strategic Income ETF
Key differences
Both TUSI and SIO are fixed income ETFs. TUSI charges 0.25% a year and SIO 0.50%. The main difference: TUSI follows a index tracking strategy; SIO uses active selection.
- TUSI follows a index tracking strategy; SIO uses active selection.
- TUSI costs 0.25% less per year.
- Over the last three years, SIO has delivered higher annualized returns.
Side-by-side comparison
| TUSI | SIO | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.50% |
| Fund size (AUM) | $497M | $260M |
| Since | 2022 | 2022 |
| Dividend yield | 4.52% | 5.12% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.6% | +6.5% |
| CAGR 3Y | +5.8% | +7.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 2.05 | 0.80 |
| Volatility 1Y | 1.04% | 4.37% |
| Max drawdown | -0.40% | -7.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.