FQAL vs SBIO

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Quick Verdict

FQAL has a lower expense ratio. SBIO delivered stronger 1-year returns. FQAL offers more diversification with 124 holdings.

Side-by-Side Comparison

MetricFQALSBIO
Fund FamilyFidelity Investments (US)ALPS Advisors
Expense Ratio0.15%0.50%
AUM$1.4B$213M
Dividend Yield1.17%0.00%
Holdings Count12987
Inception Date2016-09-122014-12-30
Investment StyleLarge Cap BlendSmall Cap Growth
1-Month Return+0.04%+18.70%
YTD Return+7.80%+28.38%
1-Year Return+17.86%+114.59%
3-Year Return+18.53%+28.44%
5-Year Return+11.89%+6.46%
10-Year Return-+11.93%
Buy Score6976
Momentum Score5678
Value Score7357

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
210
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FQAL or SBIO?

FQAL has an expense ratio of 0.15% while SBIO charges 0.50%. FQAL is the cheaper option, saving you money on management fees over time.

Do FQAL and SBIO hold the same stocks?

FQAL and SBIO share 0 common holdings with a 0.0% weight overlap. They hold 210 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FQAL or SBIO?

Over the past year, FQAL returned +17.86% while SBIO returned +114.59%. SBIO outperformed over this period. Past performance does not guarantee future results.