BSCZ vs SIO
Comparison between Invesco BulletShares 2035 Corporate Bond ETF (BSCZ, ETF) and TOUCHSTONE STRATEGIC INCOME ETF (SIO, ETF).
BSCZ vs SIO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSCZ
$259M
Winner
SIO
$260M
Expense Ratio
Winner
BSCZ
0.10%
SIO
0.50%
Max Drawdown
Winner
BSCZ
4.42%
SIO
8.43%
Sharpe Ratio
BSCZ
0.45
Winner
SIO
0.62
5Y Beta
BSCZ
0.18
Winner
SIO
0.06
BSCZ vs SIO - Historical Returns
Returns include dividend reinvestment.
1M
BSCZ
+0.38%
Winner
SIO
+0.39%
3M
Winner
BSCZ
+0.95%
SIO
+0.69%
6M
BSCZ
+0.90%
Winner
SIO
+1.52%
1Y
BSCZ
+5.57%
Winner
SIO
+6.16%
Max(CAGR)
BSCZ
+6.00%
Winner
SIO
+6.59%
BSCZ vs SIO - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | BSCZ | SIO |
|---|---|---|
| 2026 | +0.42% | +1.13% |
| 2025 | +5.67% | +9.20% |
| 2024 | N/A | +6.44% |
| 2023 | N/A | +8.06% |
| 2022 | N/A | +0.71% |
BSCZ vs SIO Drawdown Comparison
The maximum drawdown for BSCZ was -3.28%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for SIO was -6.95%, occurring on Oct 20, 2022. Recovery took 101 trading sessions.
The current BSCZ drawdown is -1.32%. The current SIO drawdown is -0.84%.
| Rank | BSCZ | SIO |
|---|---|---|
| #1 | -3.28% Feb 27, 2026 - Mar 27, 2026 | -6.95% Aug 12, 2022 - Jan 6, 2023 |
| #2 | -1.63% Oct 27, 2025 - Feb 10, 2026 | -4.86% Feb 2, 2023 - Nov 29, 2023 |
| #3 | -1.37% Jun 30, 2025 - Jul 29, 2025 | -3.18% Sep 20, 2024 - Feb 26, 2025 |
| #4 | -1.15% Sep 15, 2025 - Oct 14, 2025 | -2.62% Feb 27, 2026 - Mar 27, 2026 |
| #5 | -0.72% Aug 13, 2025 - Aug 22, 2025 | -2.38% Mar 28, 2024 - May 15, 2024 |
| #6 | -0.61% Aug 28, 2025 - Sep 4, 2025 | -2.26% Apr 3, 2025 - Apr 29, 2025 |
| #7 | -0.57% Jun 12, 2025 - Jun 23, 2025 | -1.46% Feb 1, 2024 - Mar 6, 2024 |
| #8 | -0.41% Aug 4, 2025 - Aug 13, 2025 | -1.30% Oct 27, 2025 - Dec 26, 2025 |
| #9 | -0.22% Jul 29, 2025 - Aug 1, 2025 | -1.19% May 16, 2024 - Jun 4, 2024 |
| #10 | -0.17% Aug 22, 2025 - Aug 28, 2025 | -1.06% Dec 26, 2025 - Feb 10, 2026 |
| #11 | -0.14% Sep 11, 2025 - Sep 15, 2025 | -1.04% Jun 30, 2025 - Jul 28, 2025 |
| #12 | -0.14% Sep 8, 2025 - Sep 10, 2025 | -1.03% Dec 27, 2023 - Jan 12, 2024 |
| #13 | -0.14% Oct 16, 2025 - Oct 20, 2025 | -1.00% Apr 30, 2025 - May 30, 2025 |
| #14 | -0.12% Oct 22, 2025 - Oct 24, 2025 | -0.95% Mar 8, 2024 - Mar 27, 2024 |
| #15 | -0.12% Feb 10, 2026 - Feb 12, 2026 | -0.81% Mar 3, 2025 - Apr 1, 2025 |
Correlation
Correlation between BSCZ and SIO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2022 - 2026)
BSCZ vs SIO dividend yield comparison.
| Year | BSCZ | SIO |
|---|---|---|
| 2026 | 1.86% | 2.00% |
| 2025 | 2.18% | 6.80% |
| 2024 | 0.00% | 5.30% |
| 2023 | 0.00% | 5.37% |
| 2022 | 0.00% | 3.12% |
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