SBIO vs TYLG

vs

Quick Verdict

SBIO has a lower expense ratio. SBIO delivered stronger 1-year returns. SBIO offers more diversification with 89 holdings.

Side-by-Side Comparison

MetricSBIOTYLG
Fund FamilyALPS AdvisorsGlobal X by mirae Asset
Expense Ratio0.50%0.60%
AUM$139M$12M
Dividend Yield0.00%8.55%
Holdings Count9074
Inception Date2014-12-302022-11-21
Investment StyleSmall Cap GrowthOption Writing
1-Month Return+0.62%-0.50%
YTD Return+2.63%-0.71%
1-Year Return+64.54%+15.55%
3-Year Return+20.94%+22.29%
5-Year Return-0.63%-
10-Year Return+10.30%-
Buy Score6859
Momentum Score5929
Value Score6765

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
160
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, SBIO or TYLG?

SBIO has an expense ratio of 0.50% while TYLG charges 0.60%. SBIO is the cheaper option, saving you money on management fees over time.

Do SBIO and TYLG hold the same stocks?

SBIO and TYLG share 0 common holdings with a 0.0% weight overlap. They hold 160 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, SBIO or TYLG?

Over the past year, SBIO returned +64.54% while TYLG returned +15.55%. SBIO outperformed over this period. Past performance does not guarantee future results.