DIVZ vs SIO

Comparison between POLEN DIVIDEND INCOME ETF (DIVZ, ETF) and TOUCHSTONE STRATEGIC INCOME ETF (SIO, ETF).

DIVZ vs SIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DIVZ(ETF)	SIO(ETF)
Net Assets	$267M	$267M
Expense Ratio	0.65%	0.50%
Max Drawdown	18.09%	8.43%
Sharpe Ratio	0.75	0.27
5Y Beta	0.40	0.06
P/E Ratio	21.44	N/A
Forward P/E	16.69	N/A
PEG Ratio	-43.95	N/A
5Y Dividends CAGR	28.41%	N/A
5Y EPS CAGR	6.14%	N/A
P/S Ratio	1.98	N/A
P/B Ratio	3.60	N/A

Net Assets

DIVZ

$267M

Winner

SIO

$267M

Expense Ratio

DIVZ

0.65%

Winner

SIO

0.50%

Max Drawdown

DIVZ

18.09%

Winner

SIO

8.43%

Sharpe Ratio

Winner

DIVZ

0.75

SIO

0.27

5Y Beta

DIVZ

0.40

Winner

SIO

0.06

P/E Ratio

DIVZ

21.44

SIO

N/A

Forward P/E

DIVZ

16.69

SIO

N/A

PEG Ratio

DIVZ

-43.95

SIO

N/A

5Y Dividends CAGR

DIVZ

28.41%

SIO

N/A

5Y EPS CAGR

DIVZ

6.14%

SIO

N/A

P/S Ratio

DIVZ

1.98

SIO

N/A

P/B Ratio

DIVZ

3.60

SIO

N/A

DIVZ vs SIO - Historical Returns

Returns include dividend reinvestment.

Period	DIVZ	SIO
1 month	+3.15%	-0.49%
3 months	+5.12%	-0.36%
6 months	+4.94%	+0.32%
1 year	+11.02%	+4.63%
5 years(CAGR)	+9.85%	N/A
Max(CAGR)	+11.58%	+6.25%

Winner

DIVZ

+3.15%

SIO

-0.49%

Winner

DIVZ

+5.12%

SIO

-0.36%

Winner

DIVZ

+4.94%

SIO

+0.32%

Winner

DIVZ

+11.02%

SIO

+4.63%

5Y(CAGR)

DIVZ

+9.85%

SIO

N/A

Max(CAGR)

Winner

DIVZ

+11.58%

SIO

+6.25%

DIVZ vs SIO - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	DIVZ	SIO
2026	+6.29%	+0.53%
2025	+16.35%	+9.20%
2024	+17.39%	+6.44%
2023	-0.12%	+8.06%
2022	+2.45%	+0.71%
2021	+19.73%	N/A

DIVZ vs SIO Drawdown Comparison

The maximum drawdown for DIVZ was -15.44%, occurring on Sep 30, 2022. Recovery took 448 trading sessions.

The maximum drawdown for SIO was -6.95%, occurring on Oct 20, 2022. Recovery took 101 trading sessions.

The current DIVZ drawdown is -0.93%. The current SIO drawdown is -1.43%.

Rank	DIVZ	SIO
#1	-15.44% Jun 7, 2022 - Mar 20, 2024	-6.95% Aug 12, 2022 - Jan 6, 2023
#2	-8.98% Mar 3, 2025 - May 16, 2025	-4.86% Feb 2, 2023 - Nov 29, 2023
#3	-7.25% Nov 29, 2024 - Feb 13, 2025	-3.18% Sep 20, 2024 - Feb 26, 2025
#4	-6.77% Apr 20, 2022 - Jun 7, 2022	-2.62% Feb 27, 2026 - Mar 27, 2026
#5	-5.96% Oct 22, 2021 - Dec 27, 2021	-2.38% Mar 28, 2024 - May 15, 2024
#6	-5.83% Feb 27, 2026 - Apr 15, 2026	-2.26% Apr 3, 2025 - Apr 29, 2025
#7	-5.14% Jun 10, 2021 - Oct 20, 2021	-1.46% Feb 1, 2024 - Mar 6, 2024
#8	-4.58% Feb 9, 2022 - Mar 22, 2022	-1.30% Oct 27, 2025 - Dec 26, 2025
#9	-4.55% Jul 31, 2024 - Aug 15, 2024	-1.19% May 16, 2024 - Jun 4, 2024
#10	-4.08% Sep 11, 2025 - Nov 28, 2025	-1.06% Dec 26, 2025 - Feb 10, 2026
#11	-3.95% Apr 3, 2024 - May 6, 2024	-1.04% Jun 30, 2025 - Jul 28, 2025
#12	-3.84% Jan 14, 2022 - Feb 2, 2022	-1.03% Dec 27, 2023 - Jan 12, 2024
#13	-3.05% Oct 18, 2024 - Nov 11, 2024	-1.00% Apr 30, 2025 - May 30, 2025
#14	-2.95% Feb 24, 2021 - Mar 8, 2021	-0.95% Mar 8, 2024 - Mar 27, 2024
#15	-2.93% May 15, 2024 - Jul 11, 2024	-0.81% Mar 3, 2025 - Apr 1, 2025