SIO

Touchstone$25.52-0.02 (-0.08%)
AUM $267.4MER 0.82%NAV $25.36Holdings

Price Chart

Key Statistics

Previous Close

$25.54

Day Range

$25.44$25.64

52-Week Range

$25.27$26.64

Avg Volume

66.2K

Dividend Yield

6.82%

Expense Ratio

0.82%

AUM

$267.4M

Shares Outstanding

10.6M

ETF Grades

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Sector Breakdown

SectorWeight %
Industrials24.08%
Financial Services23.05%
Healthcare23.04%
Technology19.37%
Energy10.45%
Cash & Others0.01%

Country Allocation

CountryWeight %
Other98.67%
United States1.33%

Fund Information

Category
Industrials
Inception Date
Aug 18, 2022
Exchange
NYSE_ARCA
Description
The fund invests, under normal market conditions, at least 80% of its assets in income producing fixed-income securities. In building the fund’s portfolio, it invests at least 50% of the fund's portfolio in investment-grade rated debt securities. It may also invest up to 50% of the fund's portfolio in non-investment-grade debt securities. It will generally sell a security if the price/yield no longer adequately compensates for the risk profile or if there is a change to allocation between sectors based on relative value.

Similar ETFs

SymbolNameAUM
VOVanguard Morningstar Mid-Cap ETF$224.70B
VBVanguard Morningstar Small-Cap ETF$183.40B
IJHiShares Core S&P Mid-Cap ETF$125.92B
XLIState Street Industrial Select Sector SPDR ETF$33.33B
FBNDFidelity Total Bond ETF$27.07B

The Touchstone Strategic Income ETF (SIO) is an exchange-traded fund issued by Touchstone that launched on Aug 18, 2022. It currently manages $267.4M in assets under management. The fund charges an expense ratio of 0.82%. It falls under the Industrials category.

Top 10 holdings represent 34.8% of the fund

RankSymbolNameWeight %SharesMarket Value
1UNITED STATES TREASURY NOTE/BOND4.89%14,945,000$14.3M
2UNITED STATES TREASURY NOTE/BOND4.36%12,775,000$12.8M
3UNITED STATES TREASURY NOTE/BOND4.34%13,435,000$12.7M
4UNITED STATES TREASURY NOTE/BOND4.05%11,955,000$11.9M
5BNY DREYFUS GOVERNMENT CASH3.75%10,986,037$11.0M
6UNITED STATES TREASURY NOTE/BOND3.67%10,980,000$10.8M
7UNITED STATES TREASURY NOTE/BOND3.27%10,355,000$9.6M
8UNITED STATES TREASURY NOTE/BOND2.63%7,850,000$7.7M
9UNITED STATES TREASURY NOTE/BOND2.48%7,445,000$7.3M
10UNITED STATES TREASURY NOTE/BOND1.34%4,085,000$3.9M
11UNITED STATES TREASURY NOTE/BOND0.84%2,655,000$2.5M
12UNITED STATES TREASURY NOTE/BOND0.76%2,455,000$2.2M
13GENERAL MOTORS FINANCIAL CO INC0.74%2,412,000$2.2M
14BARCLAYS PLC0.71%2,337,000$2.1M
15UNITED AIRLINES INC0.68%2,013,000$2.0M

Detailed Returns

PeriodReturnETF
1D
-0.08%
1W
+0.39%
1M
+0.47%
3M
-0.64%
6M
-2.82%
YTD
-1.96%
1Y
-2.74%
3Y
+3.99%
5Y
+1.41%

Moving Averages

20-Day MA

$25.39

Above 20-Day MA
50-Day MA

$25.51

Above 50-Day MA
200-Day MA

$25.89

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$26.64

Current Price

$25.52

52-Week Low

$25.27

$25.27$26.64

Current Yield

6.82%

Annual Dividend

$0.4185

Frequency

Monthlyx/year

Last Ex-Date

May 28, 2026

Dividend History

Ex-DateAmountPay Date
May 28, 2026$0.1032May 29, 2026
Apr 29, 2026$0.1131Apr 30, 2026
Mar 30, 2026$0.1044Mar 31, 2026
Feb 26, 2026$0.0978Feb 27, 2026
Jan 29, 2026$0.0965Jan 30, 2026
Dec 30, 2025$0.1303Dec 31, 2025
Dec 30, 2025$0.1303Dec 31, 2025
Dec 11, 2025$0.4442Dec 12, 2025
Nov 26, 2025$0.1045Nov 28, 2025
Oct 30, 2025$0.1161Oct 31, 2025
Sep 29, 2025$0.1080Sep 30, 2025
Aug 28, 2025$0.1301Aug 29, 2025
Jul 30, 2025$0.1232Jul 31, 2025
Jun 27, 2025$0.1075Jun 30, 2025
May 29, 2025$0.1045May 30, 2025
Apr 29, 2025$0.1111Apr 30, 2025
Mar 28, 2025$0.1019Mar 31, 2025
Feb 27, 2025$0.0934Feb 28, 2025
Feb 27, 2025$0.0934Feb 28, 2025
Jan 30, 2025$0.0899Jan 31, 2025

Dividend Payments Over Time

Category Comparison

MetricSIOIndustrials(348 ETFs)Income(1130 ETFs)
Fund Info
Expense Ratio0.82%0.69%0.69%
AUM$267.4M$3.07B$1.59B
Dividend Yield6.82%2.16%11.21%
Avg Volume66.2K161.4K204.9K
Holdings242179
Performance
1-Month Return+1.03%+2.37%+1.99%
6-Month Return-1.22%+3.88%+1.28%
YTD Return-1.58%+12.22%-0.32%
1-Year Return-3.33%+11.92%-1.59%

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