IGBH vs SBIO

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Quick Verdict

IGBH has a lower expense ratio. SBIO delivered stronger 1-year returns. IGBH offers more diversification with 274 holdings.

Side-by-Side Comparison

MetricIGBHSBIO
Fund FamilyiShares by BlackRock (US)ALPS Advisors
Expense Ratio0.14%0.50%
AUM$174M$139M
Dividend Yield6.09%0.00%
Holdings Count27490
Inception Date2015-07-222014-12-30
Investment StyleUltrashort Term BondSmall 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 Score6068
Momentum Score4159
Value Score6367

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, 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 0 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.