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 90 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
0
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 0 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.