IGBH vs SBIO
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IGBH vs SBIO
iShares Interest Rate Hedged Long-Term Corporate Bond ETF vs ALPS Medical Breakthroughs ETF
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Quick Verdict
IGBH has a lower expense ratio. SBIO delivered stronger 1-year returns. SBIO offers more diversification with 89 holdings.
Side-by-Side Comparison
| Metric | IGBH | SBIO |
|---|---|---|
| Fund Family | iShares by BlackRock (US) | ALPS Advisors |
| Expense Ratio | 0.14% | 0.50% |
| AUM | $174M | $139M |
| Dividend Yield | 6.09% | 0.00% |
| Holdings Count | 274 | 90 |
| Inception Date | 2015-07-22 | 2014-12-30 |
| Investment Style | Ultrashort Term Bond | Small Cap Growth |
| 1-Month Return | +0.89% | +0.62% |
| YTD Return | +0.85% | +2.63% |
| 1-Year Return | +7.33% | +64.54% |
| 3-Year Return | +7.78% | +20.94% |
| 5-Year Return | +5.04% | -0.63% |
| 10-Year Return | +4.61% | +10.30% |
| Buy Score | 60 | 68 |
| Momentum Score | 41 | 59 |
| Value Score | 63 | 67 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
91
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, IGBH or SBIO?
IGBH has an expense ratio of 0.14% while SBIO charges 0.50%. IGBH is the cheaper option, saving you money on management fees over time.
Do IGBH and SBIO hold the same stocks?
IGBH and SBIO share 0 common holdings with a 0.0% weight overlap. They hold 91 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, IGBH or SBIO?
Over the past year, IGBH returned +7.33% while SBIO returned +64.54%. SBIO outperformed over this period. Past performance does not guarantee future results.