ESN vs SIO

Comparison between ESSENTIAL 40 STOCK ETF (ESN, ETF) and TOUCHSTONE STRATEGIC INCOME ETF (SIO, ETF).

ESN vs SIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESN(ETF)	SIO(ETF)
Net Assets	$249M	$249M
Expense Ratio	0.70%	0.50%
Max Drawdown	13.60%	8.43%
Sharpe Ratio	2.02	0.59
5Y Beta	0.67	0.06
P/E Ratio	23.89	N/A
Forward P/E	18.20	N/A
PEG Ratio	0.56	N/A
5Y EPS CAGR	11.60%	N/A
P/S Ratio	1.62	N/A
P/B Ratio	4.00	N/A

Net Assets

Winner

ESN

$249M

SIO

$249M

Expense Ratio

ESN

0.70%

Winner

SIO

0.50%

Max Drawdown

ESN

13.60%

Winner

SIO

8.43%

Sharpe Ratio

Winner

ESN

2.02

SIO

0.59

5Y Beta

ESN

0.67

Winner

SIO

0.06

P/E Ratio

ESN

23.89

SIO

N/A

Forward P/E

ESN

18.20

SIO

N/A

PEG Ratio

ESN

0.56

SIO

N/A

5Y EPS CAGR

ESN

11.60%

SIO

N/A

P/S Ratio

ESN

1.62

SIO

N/A

P/B Ratio

ESN

4.00

SIO

N/A

ESN vs SIO - Historical Returns

Returns include dividend reinvestment.

Period	ESN	SIO
1 month	+3.09%	+0.40%
3 months	+7.23%	-0.41%
6 months	+13.12%	+1.33%
1 year	+26.32%	+6.34%
Max(CAGR)	+16.41%	+6.56%

Winner

ESN

+3.09%

SIO

+0.40%

Winner

ESN

+7.23%

SIO

-0.41%

Winner

ESN

+13.12%

SIO

+1.33%

Winner

ESN

+26.32%

SIO

+6.34%

Max(CAGR)

Winner

ESN

+16.41%

SIO

+6.56%

ESN vs SIO - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	ESN	SIO
2026	+12.77%	+0.91%
2025	+16.95%	+9.20%
2024	-2.98%	+6.44%
2023	N/A	+8.06%
2022	N/A	+0.71%

ESN vs SIO Drawdown Comparison

The maximum drawdown for ESN was -13.60%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

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

The current ESN drawdown is -1.84%. The current SIO drawdown is -1.06%.

Rank	ESN	SIO
#1	-13.60% Feb 19, 2025 - Jun 27, 2025	-6.95% Aug 12, 2022 - Jan 6, 2023
#2	-6.42% Mar 2, 2026 - Apr 17, 2026	-4.86% Feb 2, 2023 - Nov 29, 2023
#3	-5.60% Nov 29, 2024 - Feb 13, 2025	-3.18% Sep 20, 2024 - Feb 26, 2025
#4	-4.90% Oct 27, 2025 - Jan 5, 2026	-2.62% Feb 27, 2026 - Mar 27, 2026
#5	-3.18% Jul 10, 2025 - Aug 15, 2025	-2.38% Mar 28, 2024 - May 15, 2024
#6	-2.86% Oct 21, 2024 - Nov 6, 2024	-2.26% Apr 3, 2025 - Apr 29, 2025
#7	-2.19% Oct 6, 2025 - Oct 24, 2025	-1.46% Feb 1, 2024 - Mar 6, 2024
#8	-1.86% Nov 11, 2024 - Nov 25, 2024	-1.30% Oct 27, 2025 - Dec 26, 2025
#9	-1.84% May 29, 2026 - Jun 5, 2026	-1.19% May 16, 2024 - Jun 4, 2024
#10	-1.80% Feb 11, 2026 - Feb 27, 2026	-1.06% Dec 26, 2025 - Feb 10, 2026
#11	-1.39% Jan 15, 2026 - Jan 22, 2026	-1.04% Jun 30, 2025 - Jul 28, 2025
#12	-1.17% Feb 4, 2026 - Feb 6, 2026	-1.03% Dec 27, 2023 - Jan 12, 2024
#13	-0.92% May 14, 2026 - May 20, 2026	-1.00% Apr 30, 2025 - May 30, 2025
#14	-0.84% Apr 30, 2026 - May 5, 2026	-0.95% Mar 8, 2024 - Mar 27, 2024
#15	-0.74% Sep 11, 2025 - Sep 18, 2025	-0.81% Mar 3, 2025 - Apr 1, 2025