SAWS vs SBIO

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Quick Verdict

SBIO has a lower expense ratio. SBIO delivered stronger 1-year returns. SBIO offers more diversification with 86 holdings.

Side-by-Side Comparison

MetricSAWSSBIO
Fund FamilyAdvisors Asset Management, Inc.ALPS Advisors
Expense Ratio0.55%0.50%
AUM$8M$197M
Dividend Yield0.02%0.00%
Holdings Count7287
Inception Date2024-07-302014-12-30
Investment StyleSmall Cap GrowthSmall Cap Growth
1-Month Return-1.20%+1.42%
YTD Return+9.79%+8.15%
1-Year Return+19.00%+87.52%
3-Year Return-+21.37%
5-Year Return-+3.88%
10-Year Return-+8.82%
Buy Score5961
Momentum Score6159
Value Score-70

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
157
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, SAWS or SBIO?

SAWS has an expense ratio of 0.55% while SBIO charges 0.50%. SBIO is the cheaper option, saving you money on management fees over time.

Do SAWS and SBIO hold the same stocks?

SAWS and SBIO share 0 common holdings with a 0.0% weight overlap. They hold 157 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, SAWS or SBIO?

Over the past year, SAWS returned +19.00% while SBIO returned +87.52%. SBIO outperformed over this period. Past performance does not guarantee future results.