SBIO vs SPGM

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Quick Verdict

SPGM has a lower expense ratio. SBIO delivered stronger 1-year returns. SPGM offers more diversification with 2954 holdings.

Side-by-Side Comparison

MetricSBIOSPGM
Fund FamilyALPS AdvisorsSPDR State Street Global Advisors
Expense Ratio0.50%0.09%
AUM$139M$1.5B
Dividend Yield0.00%1.80%
Holdings Count902,954
Inception Date2014-12-302012-02-27
Investment StyleSmall Cap GrowthLarge Cap Blend
1-Month Return+0.62%+3.34%
YTD Return+2.63%+2.71%
1-Year Return+64.54%+23.81%
3-Year Return+20.94%+19.04%
5-Year Return-0.63%+12.35%
10-Year Return+10.30%+5.47%
Buy Score6876
Momentum Score5959
Value Score6771

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, SBIO or SPGM?

SBIO has an expense ratio of 0.50% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.

Do SBIO and SPGM hold the same stocks?

SBIO and SPGM 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, SBIO or SPGM?

Over the past year, SBIO returned +64.54% while SPGM returned +23.81%. SBIO outperformed over this period. Past performance does not guarantee future results.