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 90 holdings.

Side-by-Side Comparison

MetricSAWSSBIO
Fund FamilyAdvisors Asset Management, Inc.ALPS Advisors
Expense Ratio0.55%0.50%
AUM$6M$139M
Dividend Yield0.02%0.00%
Holdings Count7190
Inception Date2024-07-302014-12-30
Investment StyleSmall Cap GrowthSmall Cap Growth
1-Month Return+4.06%+0.62%
YTD Return+3.70%+2.63%
1-Year Return+8.69%+64.54%
3-Year Return-+20.94%
5-Year Return--0.63%
10-Year Return-+10.30%
Buy Score6668
Momentum Score6159
Value Score4967

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, 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 0 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 +8.69% while SBIO returned +64.54%. SBIO outperformed over this period. Past performance does not guarantee future results.