SBIO vs TYO

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

MetricSBIOTYO
Fund FamilyALPS AdvisorsDirexion Shares ETF Trust
Expense Ratio0.50%1.00%
AUM$139M$9M
Dividend Yield0.00%3.85%
Holdings Count906
Inception Date2014-12-302009-04-16
Investment StyleSmall Cap GrowthTrading-Inverse Debt
1-Month Return+0.62%+1.89%
YTD Return+2.63%+1.51%
1-Year Return+64.54%-5.33%
3-Year Return+20.94%+7.45%
5-Year Return-0.63%+12.86%
10-Year Return+10.30%+0.23%
Buy Score6855
Momentum Score5941
Value Score67-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
92
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, SBIO or TYO?

SBIO has an expense ratio of 0.50% while TYO charges 1.00%. SBIO is the cheaper option, saving you money on management fees over time.

Do SBIO and TYO hold the same stocks?

SBIO and TYO share 0 common holdings with a 0.0% weight overlap. They hold 92 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, SBIO or TYO?

Over the past year, SBIO returned +64.54% while TYO returned -5.33%. SBIO outperformed over this period. Past performance does not guarantee future results.