ELCV vs SBIO

vs

Quick Verdict

ELCV has a lower expense ratio. SBIO offers more diversification with 90 holdings.

Side-by-Side Comparison

MetricELCVSBIO
Fund FamilyEventideALPS Advisors
Expense Ratio0.49%0.50%
AUM$167M$139M
Dividend Yield2.08%0.00%
Holdings Count4790
Inception Date2024-09-302014-12-30
Investment StyleLarge Cap BlendSmall Cap Growth
1-Month Return+5.84%+0.62%
YTD Return+4.34%+2.63%
1-Year Return-+64.54%
3-Year Return-+20.94%
5-Year Return--0.63%
10-Year Return-+10.30%
Buy Score6568
Momentum Score7359
Value Score4667

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, ELCV or SBIO?

ELCV has an expense ratio of 0.49% while SBIO charges 0.50%. ELCV is the cheaper option, saving you money on management fees over time.

Do ELCV and SBIO hold the same stocks?

ELCV 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, ELCV or SBIO?

Historical return data is not currently available for comparison.