SBIO vs SCHQ
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SBIO vs SCHQ
ALPS Medical Breakthroughs ETF vs Schwab Long-Term US Treasury ETF
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Quick Verdict
SCHQ has a lower expense ratio. SBIO delivered stronger 1-year returns. SBIO offers more diversification with 89 holdings.
Side-by-Side Comparison
| Metric | SBIO | SCHQ |
|---|---|---|
| Fund Family | ALPS Advisors | Charles Schwab Asset Management |
| Expense Ratio | 0.50% | 0.03% |
| AUM | $139M | $923M |
| Dividend Yield | 0.00% | 4.43% |
| Holdings Count | 90 | 97 |
| Inception Date | 2014-12-30 | 2019-10-10 |
| Investment Style | Small Cap Growth | Long Term Government Bond |
| 1-Month Return | +0.62% | -0.06% |
| YTD Return | +2.63% | +0.09% |
| 1-Year Return | +64.54% | +4.22% |
| 3-Year Return | +20.94% | -1.99% |
| 5-Year Return | -0.63% | -6.92% |
| 10-Year Return | +10.30% | - |
| Buy Score | 68 | 61 |
| Momentum Score | 59 | 25 |
| Value Score | 67 | 73 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
99
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, SBIO or SCHQ?
SBIO has an expense ratio of 0.50% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.
Do SBIO and SCHQ hold the same stocks?
SBIO and SCHQ share 0 common holdings with a 0.0% weight overlap. They hold 99 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, SBIO or SCHQ?
Over the past year, SBIO returned +64.54% while SCHQ returned +4.22%. SBIO outperformed over this period. Past performance does not guarantee future results.