SIO vs IVV

ASIO

BIVV

Measures won3–2SIO wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · VTI $16,543

Lowest cost0.03%IVV · $3 on $10k

Most income7.08%SIO · $708 on $10k

Smallest drop−3.6%SIO · worst fall in 1Y

Held in common1.1%SIO and IVV

Touchstone Strategic Income ETF · $306MiShares Core S&P 500 ETF · $883B

+6.8%3 years · per year$12,177 · $18,019+21.7%

[…]5 years · per year[…] · $17,398+11.7%

0.82%Expense ratio$82 · $3 on $10k · lower wins0.03%

7.08%12-mo yield$708 · $110 on $10k

Cards for this view

SIO

Touchstone Strategic Income

[…]

IVV

iShares Core S&P 500

$17,398

MeasureSIOIVV

Fee0.82%0.03%

Cost on $10k a year$82$3

Yield7.08%1.10%

5 years, per year[…]+11.7%

3 years, per year+6.8%+21.7%

Worst drop · 1Y−3.6%−8.9%

Volatility · 1Y4.1%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	ASIO	Touchstone Strategic Income ETFRead Desk	0.82%	7.08%	−0.8%	−0.6%	0.0%	+6.8%	new	−3.6%	$306M

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	ASIO	Touchstone Strategic Income ETFRead Desk	0.82%	7.08%	−0.8%	−0.6%	0.0%	+6.8%	new	−3.6%	$306M

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