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 100 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 | 45 | 59 |
| Value Score | 48 | 67 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
189
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 189 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.