SIO vs. RJVI
SIO (Touchstone Strategic Income Opportunities ETF) and RJVI (RJ Eagle Vertical Income ETF) are both Multisector Bonds funds. Both are actively managed. Their 0.71 correlation means they have sometimes moved together and sometimes differently. SIO charges 0.65%/yr vs 0.51%/yr for RJVI.
Performance
SIO vs. RJVI - Performance Comparison
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Returns By Period
In the year-to-date period, SIO achieves a 0.30% return, which is significantly lower than RJVI's 1.68% return.
SIO
- 1D
- -0.16%
- 1M
- -1.05%
- 6M
- -0.38%
- YTD
- 0.30%
- 1Y
- 3.59%
- 3Y*
- 6.82%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 6.16%
RJVI
- 1D
- 0.02%
- 1M
- -0.81%
- 6M
- 0.21%
- YTD
- 1.68%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $400.67K | $233.11K | $109.48K | |
| $335.23K | $1.26M | $854.33K |
SIO vs. RJVI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SIO Touchstone Strategic Income Opportunities ETF | 0.30% | 1.59% |
RJVI RJ Eagle Vertical Income ETF | 1.68% | 0.52% |
Correlation
The correlation between SIO and RJVI is 0.71, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 2, 2025 | 0.71 |
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Return for Risk
SIO vs. RJVI — Risk / Return Rank
SIO
RJVI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SIO vs. RJVI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Strategic Income Opportunities ETF (SIO) and RJ Eagle Vertical Income ETF (RJVI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SIO | RJVI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.18 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.56 | — | — |
| Martin ratioReturn relative to average drawdown | 4.28 | — | — |
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Drawdowns
SIO vs. RJVI - Drawdown Comparison
The maximum SIO drawdown since its inception was -6.94%, which is greater than RJVI's maximum drawdown of -3.12%. Use the drawdown chart below to compare losses from any high point for SIO and RJVI.
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Drawdown Indicators
| SIO | RJVI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.94% | -3.12% | -3.82% |
Max Drawdown (1Y)Largest decline over 1 year | -2.62% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -4.34% | — | — |
Current DrawdownCurrent decline from peak | -1.62% | -1.48% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -1.24% | -1.04% | -0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | — | — |
Volatility
SIO vs. RJVI - Volatility Comparison
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Volatility by Period
| SIO | RJVI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.01% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.72% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.15% | 4.10% | +0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.95% | 4.10% | +0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.95% | 4.10% | +0.85% |
SIO vs. RJVI - Expense Ratio Comparison
SIO has a 0.65% expense ratio, which is higher than RJVI's 0.51% expense ratio.
Dividends
SIO vs. RJVI - Dividend Comparison
SIO's dividend yield for the trailing twelve months is around 7.06%, more than RJVI's 3.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
RJVI RJ Eagle Vertical Income ETF | 3.35% | 0.93% | 0.00% | 0.00% | 0.00% |
SIO Touchstone Strategic Income Opportunities ETF | 7.06% | 6.80% | 5.30% | 5.37% | 3.12% |
Frequently Asked Questions
SIO and RJVI have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, RJVI is cheaper at 0.51% per year. The better choice depends on whether you care most about return, fees, risk, or income.
RJVI is cheaper with a 0.51% expense ratio, compared with 0.65% for SIO.
SIO has the higher dividend yield at 7.06%, compared with 3.35% for RJVI.
They also come from different issuers: Touchstone and Carillon Tower Advisers. Their fees differ too: 0.65% for SIO and 0.51% for RJVI.
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