SIO vs UWM

Comparison between TOUCHSTONE STRATEGIC INCOME ETF (SIO, ETF) and PROSHARES ULTRA RUSSELL2000 (UWM, ETF).

SIO vs UWM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SIO(ETF)	UWM(ETF)
Net Assets	$249M	$248M
Expense Ratio	0.50%	N/A
Max Drawdown	8.43%	88.54%
Sharpe Ratio	0.59	1.48
5Y Beta	0.06	2.20
P/E Ratio	N/A	806.71
Forward P/E	N/A	14.22
5Y Dividends CAGR	N/A	80.23%
Debt to Equity	N/A	32.36%
P/S Ratio	N/A	1.38
P/B Ratio	N/A	2.12

Net Assets

Winner

SIO

$249M

UWM

$248M

Expense Ratio

SIO

0.50%

UWM

N/A

Max Drawdown

Winner

SIO

8.43%

UWM

88.54%

Sharpe Ratio

SIO

0.59

Winner

UWM

1.48

5Y Beta

Winner

SIO

0.06

UWM

2.20

P/E Ratio

SIO

N/A

UWM

806.71

Forward P/E

SIO

N/A

UWM

14.22

5Y Dividends CAGR

SIO

N/A

UWM

80.23%

Debt to Equity

SIO

N/A

UWM

32.36%

P/S Ratio

SIO

N/A

UWM

1.38

P/B Ratio

SIO

N/A

UWM

2.12

SIO vs UWM - Historical Returns

Returns include dividend reinvestment.

Period	SIO	UWM
1 month	+0.40%	-1.56%
3 months	-0.41%	+17.76%
6 months	+1.33%	+22.03%
1 year	+6.34%	+70.12%
5 years(CAGR)	N/A	+0.82%
10 years(CAGR)	N/A	+11.43%
Max(CAGR)	+6.56%	+6.89%

Winner

SIO

+0.40%

UWM

-1.56%

SIO

-0.41%

Winner

UWM

+17.76%

SIO

+1.33%

Winner

UWM

+22.03%

SIO

+6.34%

Winner

UWM

+70.12%

5Y(CAGR)

SIO

N/A

UWM

+0.82%

10Y(CAGR)

SIO

N/A

UWM

+11.43%

Max(CAGR)

SIO

+6.56%

Winner

UWM

+6.89%

SIO vs UWM - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SIO	UWM
2026	+0.91%	+23.68%
2025	+9.20%	+13.30%
2024	+6.44%	+12.80%
2023	+8.06%	+24.03%
2022	+0.71%	-45.05%
2021	N/A	+27.27%
2020	N/A	+16.54%
2019	N/A	+46.76%
2018	N/A	-27.28%
2017	N/A	+25.67%
2016	N/A	+48.22%
2015	N/A	-11.30%
2014	N/A	+8.63%
2013	N/A	+75.97%
2012	N/A	+26.65%
2011	N/A	-21.20%
2010	N/A	+43.30%
2009	N/A	+37.44%
2008	N/A	-65.83%
2007	N/A	-12.78%

SIO vs UWM Drawdown Comparison

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

The maximum drawdown for UWM was -88.21%, occurring on Mar 9, 2009. Recovery took 1611 trading sessions.

The current SIO drawdown is -1.06%. The current UWM drawdown is -7.68%.

Rank	SIO	UWM
#1	-6.95% Aug 12, 2022 - Jan 6, 2023	-88.21% Jun 4, 2007 - Oct 24, 2013
#2	-4.86% Feb 2, 2023 - Nov 29, 2023	-71.47% Aug 31, 2018 - Dec 15, 2020
#3	-3.18% Sep 20, 2024 - Feb 26, 2025	-61.62% Nov 8, 2021 - Oct 27, 2023
#4	-2.62% Feb 27, 2026 - Mar 27, 2026	-46.62% Jun 23, 2015 - Nov 18, 2016
#5	-2.38% Mar 28, 2024 - May 15, 2024	-24.56% Mar 4, 2014 - Dec 26, 2014
#6	-2.26% Apr 3, 2025 - Apr 29, 2025	-19.71% Mar 15, 2021 - Nov 3, 2021
#7	-1.46% Feb 1, 2024 - Mar 6, 2024	-17.72% Jan 23, 2018 - May 17, 2018
#8	-1.30% Oct 27, 2025 - Dec 26, 2025	-16.78% Feb 22, 2007 - Apr 26, 2007
#9	-1.19% May 16, 2024 - Jun 4, 2024	-14.31% Jan 22, 2014 - Feb 27, 2014
#10	-1.06% Dec 26, 2025 - Feb 10, 2026	-13.43% Feb 9, 2021 - Mar 11, 2021
#11	-1.04% Jun 30, 2025 - Jul 28, 2025	-12.52% Jul 25, 2017 - Sep 25, 2017
#12	-1.03% Dec 27, 2023 - Jan 12, 2024	-10.36% Dec 29, 2014 - Feb 13, 2015
#13	-1.00% Apr 30, 2025 - May 30, 2025	-9.22% Mar 1, 2017 - Apr 26, 2017
#14	-0.95% Mar 8, 2024 - Mar 27, 2024	-9.12% Apr 15, 2015 - Jun 18, 2015
#15	-0.81% Mar 3, 2025 - Apr 1, 2025	-8.72% Jan 22, 2021 - Feb 4, 2021

Correlation

Correlation between SIO and UWM is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2007 - 2026)

SIO vs UWM dividend yield comparison.

Year	SIO	UWM
2026	2.01%	0.12%
2025	6.80%	1.05%
2024	5.30%	1.16%
2023	5.37%	0.34%
2022	3.12%	0.40%
2020	0.00%	0.07%
2019	0.00%	0.55%
2018	0.00%	0.41%
2017	0.00%	0.11%
2016	0.00%	0.27%
2015	0.00%	0.23%
2014	0.00%	0.11%
2012	0.00%	0.02%
2010	0.00%	0.02%
2009	0.00%	0.21%
2008	0.00%	1.23%
2007	0.00%	2.39%