AVUQ vs SIO
Comparison between AVANTIS U.S. QUALITY ETF (AVUQ, ETF) and TOUCHSTONE STRATEGIC INCOME ETF (SIO, ETF).
AVUQ vs SIO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVUQ
$269M
SIO
$267M
Expense Ratio
Winner
AVUQ
0.15%
SIO
0.50%
Max Drawdown
AVUQ
11.86%
Winner
SIO
8.43%
Sharpe Ratio
Winner
AVUQ
0.98
SIO
0.27
5Y Beta
AVUQ
1.04
Winner
SIO
0.06
P/E Ratio
AVUQ
32.96
SIO
N/A
Forward P/E
AVUQ
24.01
SIO
N/A
5Y EPS CAGR
AVUQ
32.97%
SIO
N/A
Debt to Equity
AVUQ
60.90%
SIO
N/A
P/S Ratio
AVUQ
4.49
SIO
N/A
P/B Ratio
AVUQ
10.18
SIO
N/A
AVUQ vs SIO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVUQ
+0.84%
SIO
-0.49%
3M
Winner
AVUQ
+5.39%
SIO
-0.36%
6M
Winner
AVUQ
+10.26%
SIO
+0.32%
1Y
Winner
AVUQ
+19.89%
SIO
+4.63%
Max(CAGR)
Winner
AVUQ
+25.61%
SIO
+6.25%
AVUQ vs SIO - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | AVUQ | SIO |
|---|---|---|
| 2026 | +10.09% | +0.53% |
| 2025 | +22.52% | +9.20% |
| 2024 | N/A | +6.44% |
| 2023 | N/A | +8.06% |
| 2022 | N/A | +0.71% |
AVUQ vs SIO Drawdown Comparison
The maximum drawdown for AVUQ was -11.86%, occurring on Apr 8, 2025. Recovery took 31 trading sessions.
The maximum drawdown for SIO was -6.95%, occurring on Oct 20, 2022. Recovery took 101 trading sessions.
The current AVUQ drawdown is -1.87%. The current SIO drawdown is -1.43%.
| Rank | AVUQ | SIO |
|---|---|---|
| #1 | -11.86% Mar 27, 2025 - May 12, 2025 | -6.95% Aug 12, 2022 - Jan 6, 2023 |
| #2 | -11.61% Oct 29, 2025 - Apr 15, 2026 | -4.86% Feb 2, 2023 - Nov 29, 2023 |
| #3 | -5.84% Jun 1, 2026 - Jun 10, 2026 | -3.18% Sep 20, 2024 - Feb 26, 2025 |
| #4 | -3.29% Oct 8, 2025 - Oct 24, 2025 | -2.62% Feb 27, 2026 - Mar 27, 2026 |
| #5 | -2.72% Aug 14, 2025 - Aug 28, 2025 | -2.38% Mar 28, 2024 - May 15, 2024 |
| #6 | -2.54% May 16, 2025 - Jun 2, 2025 | -2.26% Apr 3, 2025 - Apr 29, 2025 |
| #7 | -2.52% May 14, 2026 - May 28, 2026 | -1.46% Feb 1, 2024 - Mar 6, 2024 |
| #8 | -2.34% Jul 28, 2025 - Aug 8, 2025 | -1.30% Oct 27, 2025 - Dec 26, 2025 |
| #9 | -1.94% Aug 28, 2025 - Sep 4, 2025 | -1.19% May 16, 2024 - Jun 4, 2024 |
| #10 | -1.93% Sep 22, 2025 - Oct 8, 2025 | -1.06% Dec 26, 2025 - Feb 10, 2026 |
| #11 | -1.50% Jun 10, 2025 - Jun 24, 2025 | -1.04% Jun 30, 2025 - Jul 28, 2025 |
| #12 | -1.22% Apr 27, 2026 - May 5, 2026 | -1.03% Dec 27, 2023 - Jan 12, 2024 |
| #13 | -0.99% Apr 17, 2026 - Apr 22, 2026 | -1.00% Apr 30, 2025 - May 30, 2025 |
| #14 | -0.94% Jul 3, 2025 - Jul 14, 2025 | -0.95% Mar 8, 2024 - Mar 27, 2024 |
| #15 | -0.89% Apr 22, 2026 - Apr 24, 2026 | -0.81% Mar 3, 2025 - Apr 1, 2025 |
Correlation
Correlation between AVUQ and SIO is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2022 - 2026)
AVUQ vs SIO dividend yield comparison.
| Year | AVUQ | SIO |
|---|---|---|
| 2026 | 0.16% | 2.48% |
| 2025 | 0.32% | 6.80% |
| 2024 | 0.00% | 5.30% |
| 2023 | 0.00% | 5.37% |
| 2022 | 0.00% | 3.12% |
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