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 231 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
0
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 0 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.