SIO vs DIVZ

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

SIO vs DIVZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

SIO

$267M

DIVZ

$267M

Expense Ratio

Winner

SIO

0.50%

DIVZ

0.65%

Max Drawdown

Winner

SIO

8.43%

DIVZ

18.09%

Sharpe Ratio

SIO

0.27

Winner

DIVZ

0.75

5Y Beta

Winner

SIO

0.06

DIVZ

0.40

P/E Ratio

SIO

N/A

DIVZ

21.44

Forward P/E

SIO

N/A

DIVZ

16.69

PEG Ratio

SIO

N/A

DIVZ

-43.95

5Y Dividends CAGR

SIO

N/A

DIVZ

28.41%

5Y EPS CAGR

SIO

N/A

DIVZ

6.14%

P/S Ratio

SIO

N/A

DIVZ

1.98

P/B Ratio

SIO

N/A

DIVZ

3.60

SIO vs DIVZ - Historical Returns

Returns include dividend reinvestment.

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

SIO

-0.49%

Winner

DIVZ

+3.15%

SIO

-0.36%

Winner

DIVZ

+5.12%

SIO

+0.32%

Winner

DIVZ

+4.94%

SIO

+4.63%

Winner

DIVZ

+11.02%

5Y(CAGR)

SIO

N/A

DIVZ

+9.85%

Max(CAGR)

SIO

+6.25%

Winner

DIVZ

+11.58%

SIO vs DIVZ - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

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

SIO vs DIVZ Drawdown Comparison

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

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

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

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