ACES vs SBIO

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Quick Verdict

SBIO has a lower expense ratio. SBIO delivered stronger 1-year returns. SBIO offers more diversification with 89 holdings.

Side-by-Side Comparison

MetricACESSBIO
Fund FamilyALPS AdvisorsALPS Advisors
Expense Ratio0.55%0.50%
AUM$118M$139M
Dividend Yield0.70%0.00%
Holdings Count3890
Inception Date2018-06-272014-12-30
Investment StyleMid Cap GrowthSmall Cap Growth
1-Month Return-8.31%+0.62%
YTD Return-3.93%+2.63%
1-Year Return+37.28%+64.54%
3-Year Return-11.44%+20.94%
5-Year Return-15.90%-0.63%
10-Year Return-+10.30%
Buy Score5868
Momentum Score3359
Value Score6367

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
126
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ACES or SBIO?

ACES has an expense ratio of 0.55% while SBIO charges 0.50%. SBIO is the cheaper option, saving you money on management fees over time.

Do ACES and SBIO hold the same stocks?

ACES and SBIO share 0 common holdings with a 0.0% weight overlap. They hold 126 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ACES or SBIO?

Over the past year, ACES returned +37.28% while SBIO returned +64.54%. SBIO outperformed over this period. Past performance does not guarantee future results.