HUSV vs SBIO
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HUSV vs SBIO
First Trust Horizon Managed Volatility Domestic ETF vs ALPS Medical Breakthroughs ETF
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Quick Verdict
SBIO has a lower expense ratio. SBIO delivered stronger 1-year returns. HUSV offers more diversification with 102 holdings.
Side-by-Side Comparison
| Metric | HUSV | SBIO |
|---|---|---|
| Fund Family | First Trust Portfolios (US) | ALPS Advisors |
| Expense Ratio | 0.70% | 0.50% |
| AUM | $75M | $139M |
| Dividend Yield | 1.31% | 0.00% |
| Holdings Count | 102 | 90 |
| Inception Date | 2016-08-24 | 2014-12-30 |
| Investment Style | Large Cap Blend | Small Cap Growth |
| 1-Month Return | +1.97% | +0.62% |
| YTD Return | +2.44% | +2.63% |
| 1-Year Return | +3.07% | +64.54% |
| 3-Year Return | +7.82% | +20.94% |
| 5-Year Return | +8.85% | -0.63% |
| 10-Year Return | - | +10.30% |
| Buy Score | 68 | 68 |
| Momentum Score | 46 | 59 |
| Value Score | 48 | 67 |
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, HUSV or SBIO?
HUSV has an expense ratio of 0.70% while SBIO charges 0.50%. SBIO is the cheaper option, saving you money on management fees over time.
Do HUSV and SBIO hold the same stocks?
HUSV 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, HUSV or SBIO?
Over the past year, HUSV returned +3.07% while SBIO returned +64.54%. SBIO outperformed over this period. Past performance does not guarantee future results.