ARKG 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 86 holdings.

Side-by-Side Comparison

MetricARKGSBIO
Fund FamilyArk InvestALPS Advisors
Expense Ratio0.75%0.50%
AUM$1.3B$213M
Dividend Yield0.00%0.00%
Holdings Count3387
Inception Date2014-10-312014-12-30
Investment StyleSmall Cap BlendSmall Cap Growth
1-Month Return+21.55%+18.70%
YTD Return+44.11%+28.38%
1-Year Return+73.03%+114.59%
3-Year Return+7.63%+28.44%
5-Year Return-14.46%+6.46%
10-Year Return+10.95%+11.93%
Buy Score9076
Momentum Score9778
Value Score4657

Holdings Overlap

0.1%
Weight Overlap
1
Shared Holdings
117
Total Unique

Top Shared Holdings

TickerARKG WeightSBIO Weight
ARCT1.97%0.14%

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ARKG or SBIO?

ARKG has an expense ratio of 0.75% while SBIO charges 0.50%. SBIO is the cheaper option, saving you money on management fees over time.

Do ARKG and SBIO hold the same stocks?

ARKG and SBIO share 1 common holdings with a 0.1% weight overlap. They hold 117 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ARKG or SBIO?

Over the past year, ARKG returned +73.03% while SBIO returned +114.59%. SBIO outperformed over this period. Past performance does not guarantee future results.