SIO vs ESN
Comparison between TOUCHSTONE STRATEGIC INCOME ETF (SIO, ETF) and ESSENTIAL 40 STOCK ETF (ESN, ETF).
SIO vs ESN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SIO
$249M
Winner
ESN
$249M
Expense Ratio
Winner
SIO
0.50%
ESN
0.70%
Max Drawdown
Winner
SIO
8.43%
ESN
13.60%
Sharpe Ratio
SIO
0.59
Winner
ESN
2.02
5Y Beta
Winner
SIO
0.06
ESN
0.67
P/E Ratio
SIO
N/A
ESN
23.89
Forward P/E
SIO
N/A
ESN
18.20
PEG Ratio
SIO
N/A
ESN
0.56
5Y EPS CAGR
SIO
N/A
ESN
11.60%
P/S Ratio
SIO
N/A
ESN
1.62
P/B Ratio
SIO
N/A
ESN
4.00
SIO vs ESN - Historical Returns
Returns include dividend reinvestment.
1M
SIO
+0.40%
Winner
ESN
+3.09%
3M
SIO
-0.41%
Winner
ESN
+7.23%
6M
SIO
+1.33%
Winner
ESN
+13.12%
1Y
SIO
+6.34%
Winner
ESN
+26.32%
Max(CAGR)
SIO
+6.56%
Winner
ESN
+16.41%
SIO vs ESN - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | SIO | ESN |
|---|---|---|
| 2026 | +0.91% | +12.77% |
| 2025 | +9.20% | +16.95% |
| 2024 | +6.44% | -2.98% |
| 2023 | +8.06% | N/A |
| 2022 | +0.71% | N/A |
SIO vs ESN Drawdown Comparison
The maximum drawdown for SIO was -6.95%, occurring on Oct 20, 2022. Recovery took 101 trading sessions.
The maximum drawdown for ESN was -13.60%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current SIO drawdown is -1.06%. The current ESN drawdown is -1.84%.
| Rank | SIO | ESN |
|---|---|---|
| #1 | -6.95% Aug 12, 2022 - Jan 6, 2023 | -13.60% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -4.86% Feb 2, 2023 - Nov 29, 2023 | -6.42% Mar 2, 2026 - Apr 17, 2026 |
| #3 | -3.18% Sep 20, 2024 - Feb 26, 2025 | -5.60% Nov 29, 2024 - Feb 13, 2025 |
| #4 | -2.62% Feb 27, 2026 - Mar 27, 2026 | -4.90% Oct 27, 2025 - Jan 5, 2026 |
| #5 | -2.38% Mar 28, 2024 - May 15, 2024 | -3.18% Jul 10, 2025 - Aug 15, 2025 |
| #6 | -2.26% Apr 3, 2025 - Apr 29, 2025 | -2.86% Oct 21, 2024 - Nov 6, 2024 |
| #7 | -1.46% Feb 1, 2024 - Mar 6, 2024 | -2.19% Oct 6, 2025 - Oct 24, 2025 |
| #8 | -1.30% Oct 27, 2025 - Dec 26, 2025 | -1.86% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -1.19% May 16, 2024 - Jun 4, 2024 | -1.84% May 29, 2026 - Jun 5, 2026 |
| #10 | -1.06% Dec 26, 2025 - Feb 10, 2026 | -1.80% Feb 11, 2026 - Feb 27, 2026 |
| #11 | -1.04% Jun 30, 2025 - Jul 28, 2025 | -1.39% Jan 15, 2026 - Jan 22, 2026 |
| #12 | -1.03% Dec 27, 2023 - Jan 12, 2024 | -1.17% Feb 4, 2026 - Feb 6, 2026 |
| #13 | -1.00% Apr 30, 2025 - May 30, 2025 | -0.92% May 14, 2026 - May 20, 2026 |
| #14 | -0.95% Mar 8, 2024 - Mar 27, 2024 | -0.84% Apr 30, 2026 - May 5, 2026 |
| #15 | -0.81% Mar 3, 2025 - Apr 1, 2025 | -0.74% Sep 11, 2025 - Sep 18, 2025 |
Correlation
Correlation between SIO and ESN is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2022 - 2026)
SIO vs ESN dividend yield comparison.
| Year | SIO | ESN |
|---|---|---|
| 2026 | 2.01% | 0.00% |
| 2025 | 6.80% | 0.91% |
| 2024 | 5.30% | 0.76% |
| 2023 | 5.37% | 0.00% |
| 2022 | 3.12% | 0.00% |
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