CGW 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

MetricCGWSBIO
Fund FamilyInvesco (US)ALPS Advisors
Expense Ratio0.59%0.50%
AUM$1.0B$139M
Dividend Yield1.45%0.00%
Holdings Count7790
Inception Date2007-05-142014-12-30
Investment StyleMid Cap BlendSmall Cap Growth
1-Month Return+4.39%+0.62%
YTD Return+7.98%+2.63%
1-Year Return+23.15%+64.54%
3-Year Return+12.85%+20.94%
5-Year Return+8.95%-0.63%
10-Year Return+11.62%+10.30%
Buy Score8168
Momentum Score8359
Value Score5267

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, CGW or SBIO?

CGW has an expense ratio of 0.59% while SBIO charges 0.50%. SBIO is the cheaper option, saving you money on management fees over time.

Do CGW and SBIO hold the same stocks?

CGW 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, CGW or SBIO?

Over the past year, CGW returned +23.15% while SBIO returned +64.54%. SBIO outperformed over this period. Past performance does not guarantee future results.