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 130 holdings.

Side-by-Side Comparison

MetricFQALSBIO
Fund FamilyFidelity Investments (US)ALPS Advisors
Expense Ratio0.15%0.50%
AUM$1.2B$139M
Dividend Yield1.10%0.00%
Holdings Count13090
Inception Date2016-09-122014-12-30
Investment StyleLarge Cap BlendSmall Cap Growth
1-Month Return+1.52%+0.62%
YTD Return+1.40%+2.63%
1-Year Return+15.18%+64.54%
3-Year Return+19.11%+20.94%
5-Year Return+14.01%-0.63%
10-Year Return-+10.30%
Buy Score7468
Momentum Score4959
Value Score7467

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, 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 0 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 +15.18% while SBIO returned +64.54%. SBIO outperformed over this period. Past performance does not guarantee future results.