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 2834 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

0.1%
Weight Overlap
23
Shared Holdings
2900
Total Unique

Top Shared Holdings

TickerSBIO WeightSPGM Weight
KYMR3.94%0.01%
APGE2.29%0.00%
VKTX2.15%0.00%
IDYA1.87%0.01%
APLS1.88%0.00%
TVTX1.82%0.00%
VERA1.76%0.00%
SYRE1.60%0.00%
SRPT1.33%0.00%
NUVB1.29%0.00%

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 23 common holdings with a 0.1% weight overlap. They hold 2900 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.