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