SIO vs PBE

Comparison between TOUCHSTONE STRATEGIC INCOME ETF (SIO, ETF) and INVESCO BIOTECHNOLOGY & GENOME ETF (PBE, ETF).

SIO vs PBE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SIO(ETF)	PBE(ETF)
Net Assets	$260M	$259M
Expense Ratio	0.50%	0.58%
Max Drawdown	8.43%	45.69%
Sharpe Ratio	0.62	1.35
5Y Beta	0.06	0.76
P/E Ratio	N/A	36.34
Forward P/E	N/A	19.88
5Y Dividends CAGR	N/A	98.81%
5Y EPS CAGR	N/A	12.51%
Debt to Equity	N/A	54.69%
P/S Ratio	N/A	5.10
P/B Ratio	N/A	4.58

Net Assets

Winner

SIO

$260M

PBE

$259M

Expense Ratio

Winner

SIO

0.50%

PBE

0.58%

Max Drawdown

Winner

SIO

8.43%

PBE

45.69%

Sharpe Ratio

SIO

0.62

Winner

PBE

1.35

5Y Beta

Winner

SIO

0.06

PBE

0.76

P/E Ratio

SIO

N/A

PBE

36.34

Forward P/E

SIO

N/A

PBE

19.88

5Y Dividends CAGR

SIO

N/A

PBE

98.81%

5Y EPS CAGR

SIO

N/A

PBE

12.51%

Debt to Equity

SIO

N/A

PBE

54.69%

P/S Ratio

SIO

N/A

PBE

5.10

P/B Ratio

SIO

N/A

PBE

4.58

SIO vs PBE - Historical Returns

Returns include dividend reinvestment.

Period	SIO	PBE
1 month	+0.39%	+1.34%
3 months	+0.69%	+10.51%
6 months	+1.52%	+5.02%
1 year	+6.16%	+31.39%
5 years(CAGR)	N/A	+1.98%
10 years(CAGR)	N/A	+8.47%
Max(CAGR)	+6.59%	+8.90%

SIO

+0.39%

Winner

PBE

+1.34%

SIO

+0.69%

Winner

PBE

+10.51%

SIO

+1.52%

Winner

PBE

+5.02%

SIO

+6.16%

Winner

PBE

+31.39%

5Y(CAGR)

SIO

N/A

PBE

+1.98%

10Y(CAGR)

SIO

N/A

PBE

+8.47%

Max(CAGR)

SIO

+6.59%

Winner

PBE

+8.90%

SIO vs PBE - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	SIO	PBE
2026	+1.13%	+2.24%
2025	+9.20%	+23.76%
2024	+6.44%	-0.05%
2023	+8.06%	+4.60%
2022	+0.71%	-11.11%
2021	N/A	+1.21%
2020	N/A	+25.68%
2019	N/A	+18.35%
2018	N/A	-2.62%
2017	N/A	+20.54%
2016	N/A	-20.66%
2015	N/A	+1.36%
2014	N/A	+36.45%
2013	N/A	+57.53%
2012	N/A	+13.17%
2011	N/A	-7.24%
2010	N/A	+29.99%
2009	N/A	+19.16%
2008	N/A	-25.84%
2007	N/A	+6.24%
2006	N/A	+0.45%
2005	N/A	+17.45%

SIO vs PBE Drawdown Comparison

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

The maximum drawdown for PBE was -45.69%, occurring on Mar 9, 2009. Recovery took 644 trading sessions.

The current SIO drawdown is -0.84%. The current PBE drawdown is -1.80%.

Rank	SIO	PBE
#1	-6.95% Aug 12, 2022 - Jan 6, 2023	-45.69% Oct 15, 2007 - May 6, 2010
#2	-4.86% Feb 2, 2023 - Nov 29, 2023	-44.56% Jul 17, 2015 - Jul 20, 2020
#3	-3.18% Sep 20, 2024 - Feb 26, 2025	-37.84% Feb 8, 2021 - Nov 26, 2025
#4	-2.62% Feb 27, 2026 - Mar 27, 2026	-35.71% May 6, 2010 - Apr 2, 2013
#5	-2.38% Mar 28, 2024 - May 15, 2024	-21.12% Feb 27, 2006 - Apr 23, 2007
#6	-2.26% Apr 3, 2025 - Apr 29, 2025	-18.86% Feb 24, 2014 - Aug 25, 2014
#7	-1.46% Feb 1, 2024 - Mar 6, 2024	-14.38% Jul 20, 2020 - Nov 27, 2020
#8	-1.30% Oct 27, 2025 - Dec 26, 2025	-11.73% Jan 7, 2026 - Mar 27, 2026
#9	-1.19% May 16, 2024 - Jun 4, 2024	-10.65% Mar 19, 2015 - Jun 18, 2015
#10	-1.06% Dec 26, 2025 - Feb 10, 2026	-10.08% Sep 12, 2005 - Nov 17, 2005
#11	-1.04% Jun 30, 2025 - Jul 28, 2025	-9.07% Apr 25, 2007 - Sep 26, 2007
#12	-1.03% Dec 27, 2023 - Jan 12, 2024	-8.60% Aug 29, 2014 - Oct 23, 2014
#13	-1.00% Apr 30, 2025 - May 30, 2025	-7.84% May 28, 2013 - Jul 5, 2013
#14	-0.95% Mar 8, 2024 - Mar 27, 2024	-7.21% Nov 29, 2013 - Jan 7, 2014
#15	-0.81% Mar 3, 2025 - Apr 1, 2025	-6.59% Oct 2, 2013 - Oct 24, 2013

Correlation

Correlation between SIO and PBE is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2009 - 2026)

SIO vs PBE dividend yield comparison.

Year	SIO	PBE
2026	2.00%	0.10%
2025	6.80%	1.00%
2024	5.30%	0.05%
2023	5.37%	0.02%
2022	3.12%	0.00%
2020	0.00%	0.04%
2018	0.00%	0.00%
2017	0.00%	0.57%
2016	0.00%	0.38%
2015	0.00%	1.12%
2014	0.00%	0.55%
2009	0.00%	0.45%