IG vs SBIO
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IG vs SBIO
Principal Investment Grade Corporate Active ETF vs ALPS Medical Breakthroughs ETF
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Quick Verdict
IG has a lower expense ratio. SBIO delivered stronger 1-year returns. IG offers more diversification with 182 holdings.
Side-by-Side Comparison
| Metric | IG | SBIO |
|---|---|---|
| Fund Family | Principal Funds | ALPS Advisors |
| Expense Ratio | 0.19% | 0.50% |
| AUM | $166M | $139M |
| Dividend Yield | 4.97% | 0.00% |
| Holdings Count | 231 | 90 |
| Inception Date | 2018-04-18 | 2014-12-30 |
| Investment Style | Long Term Mid Quality | Small Cap Growth |
| 1-Month Return | +0.38% | +0.62% |
| YTD Return | +0.43% | +2.63% |
| 1-Year Return | +7.39% | +64.54% |
| 3-Year Return | +4.29% | +20.94% |
| 5-Year Return | -0.34% | -0.63% |
| 10-Year Return | - | +10.30% |
| Buy Score | 70 | 68 |
| Momentum Score | 35 | 59 |
| Value Score | 58 | 67 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
271
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, IG or SBIO?
IG has an expense ratio of 0.19% while SBIO charges 0.50%. IG is the cheaper option, saving you money on management fees over time.
Do IG and SBIO hold the same stocks?
IG and SBIO share 0 common holdings with a 0.0% weight overlap. They hold 271 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, IG or SBIO?
Over the past year, IG returned +7.39% while SBIO returned +64.54%. SBIO outperformed over this period. Past performance does not guarantee future results.