TUSI vs LONZ
Comparison between TOUCHSTONE ULTRA SHORT INCOME ETF (TUSI, ETF) and PIMCO Senior Loan Active ExchangeTraded Fund (LONZ, ETF).
TUSI vs LONZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TUSI
$574M
Winner
LONZ
$574M
Expense Ratio
Winner
TUSI
0.25%
LONZ
0.63%
Max Drawdown
Winner
TUSI
1.08%
LONZ
6.03%
Sharpe Ratio
Winner
TUSI
0.55
LONZ
0.42
5Y Beta
Winner
TUSI
-0.00
LONZ
0.10
TUSI vs LONZ - Historical Returns
Returns include dividend reinvestment.
1M
TUSI
+0.35%
Winner
LONZ
+0.58%
3M
TUSI
+0.88%
Winner
LONZ
+1.32%
6M
Winner
TUSI
+1.89%
LONZ
+1.76%
1Y
TUSI
+4.38%
Winner
LONZ
+4.73%
5Y(CAGR)
TUSI
N/A
LONZ
+7.38%
Max(CAGR)
TUSI
+5.32%
Winner
LONZ
+7.38%
TUSI vs LONZ - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | TUSI | LONZ |
|---|---|---|
| 2026 | +2.09% | +2.37% |
| 2025 | +5.02% | +5.09% |
| 2024 | +6.42% | +9.42% |
| 2023 | +6.44% | +12.26% |
| 2022 | +0.84% | +0.79% |
TUSI vs LONZ Drawdown Comparison
The maximum drawdown for TUSI was -0.40%, occurring on Nov 8, 2022. Recovery took 63 trading sessions.
The maximum drawdown for LONZ was -4.19%, occurring on Apr 4, 2025. Recovery took 59 trading sessions.
The current TUSI drawdown is -0.10%.
| Rank | TUSI | LONZ |
|---|---|---|
| #1 | -0.40% Sep 1, 2022 - Dec 1, 2022 | -4.19% Feb 14, 2025 - May 12, 2025 |
| #2 | -0.39% Apr 3, 2025 - Apr 28, 2025 | -4.05% Aug 12, 2022 - Jan 6, 2023 |
| #3 | -0.28% Nov 14, 2024 - Dec 2, 2024 | -3.91% Jun 9, 2022 - Aug 5, 2022 |
| #4 | -0.27% Mar 13, 2023 - Apr 4, 2023 | -2.03% Dec 26, 2025 - Apr 17, 2026 |
| #5 | -0.25% Oct 3, 2024 - Oct 17, 2024 | -2.03% Mar 8, 2023 - Apr 17, 2023 |
| #6 | -0.24% May 23, 2025 - May 30, 2025 | -1.41% Jul 23, 2024 - Aug 28, 2024 |
| #7 | -0.24% Oct 22, 2025 - Nov 11, 2025 | -0.70% Oct 16, 2023 - Nov 6, 2023 |
| #8 | -0.20% Jul 10, 2026 - Jul 20, 2026 | -0.69% Jan 19, 2024 - Feb 14, 2024 |
| #9 | -0.20% Aug 5, 2025 - Aug 13, 2025 | -0.57% Oct 7, 2025 - Oct 27, 2025 |
| #10 | -0.20% Jul 22, 2025 - Jul 29, 2025 | -0.54% Sep 28, 2023 - Oct 12, 2023 |
| #11 | -0.20% Oct 2, 2025 - Oct 20, 2025 | -0.52% Dec 16, 2024 - Dec 31, 2024 |
| #12 | -0.18% Jan 27, 2025 - Jan 30, 2025 | -0.44% Feb 14, 2023 - Mar 3, 2023 |
| #13 | -0.16% May 24, 2023 - Jun 1, 2023 | -0.39% Jun 2, 2026 - Jun 15, 2026 |
| #14 | -0.16% May 22, 2026 - May 28, 2026 | -0.38% Jan 23, 2025 - Feb 14, 2025 |
| #15 | -0.14% Nov 3, 2023 - Nov 13, 2023 | -0.34% May 14, 2026 - Jun 1, 2026 |
Correlation
Correlation between TUSI and LONZ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2022 - 2026)
TUSI vs LONZ dividend yield comparison.
| Year | TUSI | LONZ |
|---|---|---|
| 2026 | 2.07% | 4.51% |
| 2025 | 4.85% | 6.60% |
| 2024 | 5.50% | 8.16% |
| 2023 | 5.41% | 8.29% |
| 2022 | 1.38% | 3.33% |
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