SIO vs KBWP

Comparison between TOUCHSTONE STRATEGIC INCOME ETF (SIO, ETF) and INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF (KBWP, ETF).

SIO vs KBWP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SIO(ETF)	KBWP(ETF)
Net Assets	$267M	$267M
Expense Ratio	0.50%	0.35%
Max Drawdown	8.43%	40.31%
Sharpe Ratio	0.27	0.60
5Y Beta	0.06	0.32
P/E Ratio	N/A	11.27
Forward P/E	N/A	12.32
PEG Ratio	N/A	0.15
5Y Dividends CAGR	N/A	9.21%
5Y EPS CAGR	N/A	20.37%
Debt to Equity	N/A	38.42%
P/S Ratio	N/A	1.63
P/B Ratio	N/A	2.12

Net Assets

SIO

$267M

KBWP

$267M

Expense Ratio

SIO

0.50%

Winner

KBWP

0.35%

Max Drawdown

Winner

SIO

8.43%

KBWP

40.31%

Sharpe Ratio

SIO

0.27

Winner

KBWP

0.60

5Y Beta

Winner

SIO

0.06

KBWP

0.32

P/E Ratio

SIO

N/A

KBWP

11.27

Forward P/E

SIO

N/A

KBWP

12.32

PEG Ratio

SIO

N/A

KBWP

0.15

5Y Dividends CAGR

SIO

N/A

KBWP

9.21%

5Y EPS CAGR

SIO

N/A

KBWP

20.37%

Debt to Equity

SIO

N/A

KBWP

38.42%

P/S Ratio

SIO

N/A

KBWP

1.63

P/B Ratio

SIO

N/A

KBWP

2.12

SIO vs KBWP - Historical Returns

Returns include dividend reinvestment.

Period	SIO	KBWP
1 month	-0.49%	+10.16%
3 months	-0.36%	+7.71%
6 months	+0.32%	+10.72%
1 year	+4.63%	+14.62%
5 years(CAGR)	N/A	+14.05%
10 years(CAGR)	N/A	+12.75%
Max(CAGR)	+6.25%	+13.62%

SIO

-0.49%

Winner

KBWP

+10.16%

SIO

-0.36%

Winner

KBWP

+7.71%

SIO

+0.32%

Winner

KBWP

+10.72%

SIO

+4.63%

Winner

KBWP

+14.62%

5Y(CAGR)

SIO

N/A

KBWP

+14.05%

10Y(CAGR)

SIO

N/A

KBWP

+12.75%

Max(CAGR)

SIO

+6.25%

Winner

KBWP

+13.62%

SIO vs KBWP - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SIO	KBWP
2026	+0.53%	+7.24%
2025	+9.20%	+12.19%
2024	+6.44%	+28.79%
2023	+8.06%	+6.85%
2022	+0.71%	+10.93%
2021	N/A	+23.29%
2020	N/A	-1.94%
2019	N/A	+30.22%
2018	N/A	-0.62%
2017	N/A	+9.12%
2016	N/A	+22.06%
2015	N/A	+16.27%
2014	N/A	+12.15%
2013	N/A	+32.29%
2012	N/A	+24.21%
2011	N/A	-0.75%
2010	N/A	-0.04%

SIO vs KBWP Drawdown Comparison

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

The maximum drawdown for KBWP was -39.74%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.

The current SIO drawdown is -1.43%. The current KBWP drawdown is -1.62%.

Rank	SIO	KBWP
#1	-6.95% Aug 12, 2022 - Jan 6, 2023	-39.74% Feb 11, 2020 - Mar 8, 2021
#2	-4.86% Feb 2, 2023 - Nov 29, 2023	-19.06% Apr 29, 2011 - Feb 3, 2012
#3	-3.18% Sep 20, 2024 - Feb 26, 2025	-17.01% Apr 1, 2022 - Nov 25, 2022
#4	-2.62% Feb 27, 2026 - Mar 27, 2026	-16.57% Sep 21, 2018 - Apr 11, 2019
#5	-2.38% Mar 28, 2024 - May 15, 2024	-13.35% Feb 7, 2023 - Nov 22, 2023
#6	-2.26% Apr 3, 2025 - Apr 29, 2025	-12.29% Nov 27, 2024 - Apr 1, 2025
#7	-1.46% Feb 1, 2024 - Mar 6, 2024	-12.27% Aug 4, 2017 - Nov 29, 2017
#8	-1.30% Oct 27, 2025 - Dec 26, 2025	-11.59% Apr 1, 2025 - May 19, 2025
#9	-1.19% May 16, 2024 - Jun 4, 2024	-10.43% Dec 31, 2013 - May 29, 2014
#10	-1.06% Dec 26, 2025 - Feb 10, 2026	-9.61% Dec 29, 2015 - Mar 17, 2016
#11	-1.04% Jun 30, 2025 - Jul 28, 2025	-9.57% Dec 30, 2025 - Jun 26, 2026
#12	-1.03% Dec 27, 2023 - Jan 12, 2024	-8.92% May 10, 2021 - Aug 20, 2021
#13	-1.00% Apr 30, 2025 - May 30, 2025	-8.45% Jun 2, 2025 - Dec 12, 2025
#14	-0.95% Mar 8, 2024 - Mar 27, 2024	-8.30% Aug 18, 2015 - Oct 20, 2015
#15	-0.81% Mar 3, 2025 - Apr 1, 2025	-7.48% Oct 25, 2021 - Jan 4, 2022

Correlation

Correlation between SIO and KBWP is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2011 - 2026)

SIO vs KBWP dividend yield comparison.

Year	SIO	KBWP
2026	2.48%	1.12%
2025	6.80%	1.58%
2024	5.30%	1.64%
2023	5.37%	1.68%
2022	3.12%	1.99%
2021	0.00%	3.02%
2020	0.00%	1.93%
2019	0.00%	1.99%
2018	0.00%	2.11%
2017	0.00%	1.90%
2016	0.00%	2.14%
2015	0.00%	1.35%
2014	0.00%	2.73%
2013	0.00%	1.72%
2012	0.00%	3.06%
2011	0.00%	2.86%