ARKG vs SBIO

vs

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

MetricARKGSBIO
Fund FamilyArk InvestALPS Advisors
Expense Ratio0.75%0.50%
AUM$1.3B$139M
Dividend Yield0.00%0.00%
Holdings Count3590
Inception Date2014-10-312014-12-30
Investment StyleSmall Cap BlendSmall Cap Growth
1-Month Return-1.48%+0.62%
YTD Return+2.60%+2.63%
1-Year Return+22.24%+64.54%
3-Year Return-0.54%+20.94%
5-Year Return-20.24%-0.63%
10-Year Return+7.57%+10.30%
Buy Score6868
Momentum Score5859
Value Score6067

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

Loading chart...

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 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, ARKG or SBIO?

Over the past year, ARKG returned +22.24% while SBIO returned +64.54%. SBIO outperformed over this period. Past performance does not guarantee future results.