BLGR vs SIO
Comparison between BLUEMONTE LARGE CAP GROWTH ETF (BLGR, ETF) and TOUCHSTONE STRATEGIC INCOME ETF (SIO, ETF).
BLGR vs SIO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BLGR
$277M
SIO
$277M
Expense Ratio
Winner
BLGR
0.24%
SIO
0.50%
Max Drawdown
BLGR
14.17%
Winner
SIO
8.43%
Sharpe Ratio
Winner
BLGR
0.91
SIO
0.12
5Y Beta
BLGR
1.25
Winner
SIO
0.07
BLGR vs SIO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BLGR
+3.96%
SIO
+0.86%
3M
Winner
BLGR
+1.04%
SIO
+0.55%
6M
Winner
BLGR
+13.24%
SIO
-0.67%
1Y
Winner
BLGR
+17.58%
SIO
+4.00%
5Y(CAGR)
BLGR
N/A
SIO
+6.22%
Max(CAGR)
Winner
BLGR
+22.96%
SIO
+6.22%
BLGR vs SIO - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | BLGR | SIO |
|---|---|---|
| 2026 | +9.94% | +1.00% |
| 2025 | +16.11% | +9.20% |
| 2024 | N/A | +6.44% |
| 2023 | N/A | +8.06% |
| 2022 | N/A | +0.71% |
BLGR vs SIO Drawdown Comparison
The maximum drawdown for BLGR was -14.08%, occurring on Mar 30, 2026. Recovery took 116 trading sessions.
The maximum drawdown for SIO was -6.95%, occurring on Oct 20, 2022. Recovery took 101 trading sessions.
The current BLGR drawdown is -2.82%. The current SIO drawdown is -0.97%.
| Rank | BLGR | SIO |
|---|---|---|
| #1 | -14.08% Oct 29, 2025 - Apr 17, 2026 | -6.95% Aug 12, 2022 - Jan 6, 2023 |
| #2 | -7.68% Jun 1, 2026 - Aug 4, 2026 | -4.86% Feb 2, 2023 - Nov 29, 2023 |
| #3 | -3.11% Oct 8, 2025 - Oct 24, 2025 | -3.18% Sep 20, 2024 - Feb 26, 2025 |
| #4 | -2.82% Aug 13, 2026 - Aug 24, 2026 | -2.62% Feb 27, 2026 - Mar 27, 2026 |
| #5 | -2.82% May 14, 2026 - May 28, 2026 | -2.38% Mar 28, 2024 - May 15, 2024 |
| #6 | -2.35% Aug 14, 2025 - Aug 28, 2025 | -2.26% Apr 3, 2025 - Apr 29, 2025 |
| #7 | -2.17% Jul 28, 2025 - Aug 6, 2025 | -1.46% Feb 1, 2024 - Mar 6, 2024 |
| #8 | -1.97% Sep 22, 2025 - Oct 6, 2025 | -1.30% Oct 27, 2025 - Dec 26, 2025 |
| #9 | -1.94% Aug 28, 2025 - Sep 8, 2025 | -1.19% May 16, 2024 - Jun 4, 2024 |
| #10 | -1.10% Apr 17, 2026 - Apr 22, 2026 | -1.06% Dec 26, 2025 - Feb 10, 2026 |
| #11 | -1.07% Apr 27, 2026 - May 1, 2026 | -1.04% Jun 30, 2025 - Jul 28, 2025 |
| #12 | -0.97% Apr 22, 2026 - Apr 24, 2026 | -1.03% Dec 27, 2023 - Jan 12, 2024 |
| #13 | -0.92% Jun 30, 2025 - Jul 3, 2025 | -1.00% Apr 30, 2025 - May 30, 2025 |
| #14 | -0.85% Jul 3, 2025 - Jul 9, 2025 | -0.95% Mar 8, 2024 - Mar 27, 2024 |
| #15 | -0.71% Aug 7, 2026 - Aug 13, 2026 | -0.81% Mar 3, 2025 - Apr 1, 2025 |
Correlation
Correlation between BLGR and SIO is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2022 - 2026)
BLGR vs SIO dividend yield comparison.
| Year | BLGR | SIO |
|---|---|---|
| 2026 | 0.17% | 2.95% |
| 2025 | 0.17% | 6.80% |
| 2024 | 0.00% | 5.30% |
| 2023 | 0.00% | 5.37% |
| 2022 | 0.00% | 3.12% |
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