SIO vs VOO
Touchstone Strategic Income ETF vs Vanguard S&P 500 ETF
Which is better, SIO or VOO?
Intermediate Term Bond against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SIO | VOO |
|---|---|---|
| Expense Ratio | 0.50% | 0.03%Best |
| AUM | $295M | $997.4B |
| Dividend Yield | 7.39% | 1.04% |
| Holdings | 205 | 509 |
| YTD Return | -1.35% | +12.67%Best |
| 1Y Return | -0.28% | +16.35%Best |
| 3Y Return (annualized) | +6.87% | +22.92%Best |
| 5Y Return (annualized) | - | +13.55% |
| Volatility (annualized) | 5.7%Best | 14.3% |
| Max Drawdown | -7.3%Best | -18.7% |
| $10,000 over 4.2 years | $12,373 | $20,552Best |
| Fund Family | Touchstone Investments | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Intermediate Term Bond | Large Cap Blend |
| Inception | Jul 21, 2022 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.2 years row, are measured over the window both funds cover: Jul 25, 2022 to Sep 28, 2026 (4.2 years).
SIO vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.2 years both funds cover.
SIO vs VOO Performance
Touchstone Strategic Income ETF (SIO) is an ETF from Touchstone Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SIO returned -0.28% while VOO returned +16.35%. Year to date, SIO is down 1.35% versus a gain of 12.67% for VOO.
Over three years, SIO compounded at +6.87% per year against +22.92% for VOO. Across the full 4-year window we track, VOO has the edge at +18.71% annualized vs +5.20%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.3% compared with 5.7% for SIO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -7.3% for SIO and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SIO charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, SIO currently yields 7.39% against 1.04% for VOO.
Holdings Overlap
At least 4.4% of VOO's money is in holdings SIO also owns.
Stated as a floor: for SIO, our book for it covers 43.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
VOO and SIO share little of their money.
9 positions in common, counted across the 106 positions we hold weights for in SIO and 494 in VOO, against full books of 205 and 509.
Top Shared Holdings
| Stock | Weight in SIO | Weight in VOO | Difference |
|---|---|---|---|
| XOMExxon Mobil Corp. | 0.16% | 1.00% | 0.84% |
| JNJJohnson & Johnson - Common | 0.18% | 0.96% | 0.78% |
| BACBank of America Corp.: Financials | 0.18% | 0.63% | 0.45% |
| RTXRaytheon Co. | 0.17% | 0.45% | 0.28% |
| GSGoldman Sachs Group Inc/The | 0.16% | 0.45% | 0.29% |
| TXNTexas Instrument Inc | 0.13% | 0.39% | 0.26% |
| IBMInternational Business Machines Corp. | 0.15% | 0.33% | 0.18% |
| MDTMedtronic Plc Ordinary Shares | 0.18% | 0.17% | 0.01% |
| SWKStanley Black Decker Inc. | 0.18% | 0.02% | 0.16% |
You are not choosing between two funds in isolation.
Whichever of SIO and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SIO or VOO?
SIO has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option, by $47 a year on a $10,000 investment.
Which performed better, SIO or VOO?
Over the past year SIO returned -0.28% vs +16.35% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), SIO annualized +5.20% vs +18.71% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SIO or VOO?
VOO has been the more volatile fund at 14.3% annualized versus 5.7% for SIO. Worst drawdown: SIO -7.3% vs VOO -18.7%.
Should I hold both SIO and VOO?
SIO and VOO have a monthly-return correlation of 0.69, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SIO and VOO?
At least 4.4% of VOO's money is in holdings SIO also owns. Our book for SIO is partial, so the real figure is this or higher. They hold 9 positions in common, counted across the 106 positions we hold weights for in SIO and 494 in VOO.
Which pays a higher dividend, SIO or VOO?
SIO yields 7.39% while VOO yields 1.04%, so SIO currently pays the higher dividend yield.
Is VOO better than SIO?
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.