HCOM 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

MetricHCOMSBIO
Fund FamilyHartford FundsALPS Advisors
Expense Ratio0.59%0.50%
AUM$9M$139M
Dividend Yield10.95%0.00%
Holdings Count5590
Inception Date2021-09-142014-12-30
Investment StyleCommoditiesSmall Cap Growth
1-Month Return-1.05%+0.62%
YTD Return+4.57%+2.63%
1-Year Return+2.31%+64.54%
3-Year Return-5.19%+20.94%
5-Year Return--0.63%
10-Year Return-+10.30%
Buy Score6068
Momentum Score5559
Value Score6567

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, HCOM or SBIO?

HCOM 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 HCOM and SBIO hold the same stocks?

HCOM 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, HCOM or SBIO?

Over the past year, HCOM returned +2.31% while SBIO returned +64.54%. SBIO outperformed over this period. Past performance does not guarantee future results.