ARKG vs SBIO
ARK Genomic Revolution ETF vs ALPS Medical Breakthroughs ETF
Quick Verdict
SBIO has a lower expense ratio. SBIO delivered stronger 1-year returns. SBIO offers more diversification with 105 holdings.
Side-by-Side Comparison
| Metric | ARKG | SBIO | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.50% | |
| AUM | $1.6B | $202M | |
| Dividend Yield | 0.00% | 4.05% | |
| Holdings | 33 | 87 | |
| YTD Return | +53.15% | +35.11% | |
| 1Y Return | +85.59% | +101.30% | |
| 3Y Return (annualized) | +11.98% | +32.81% | |
| 5Y Return (annualized) | -11.67% | +9.88% | |
| Volatility (annualized) | 36.4% | 29.6% | |
| Max Drawdown | -83.6% | -63.1% | |
| Fund Family | Ark Invest | ALPS Advisors | |
| Category | Equity | Equity | |
| Inception | Oct 31, 2014 | Dec 30, 2014 |
ARKG vs SBIO Performance
ARK Genomic Revolution ETF (ARKG) is a ETF from Ark Invest and ALPS Medical Breakthroughs ETF (SBIO) is a ETF from ALPS Advisors. Over the past year ARKG returned +85.59% while SBIO returned +101.30%. Year to date, ARKG is up 53.15% versus a gain of 35.11% for SBIO.
Over three years, ARKG compounded at +11.98% per year against +32.81% for SBIO; over five years the annualized figures are -11.67% and +9.88% respectively. Across the full 12-year window we track, SBIO has the edge at +9.81% annualized vs +7.99%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARKG has been the more volatile fund, with annualized monthly volatility of 36.4% compared with 29.6% for SBIO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -83.6% for ARKG and -63.1% for SBIO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ARKG charges 0.75% per year while SBIO charges 0.50%. On a $10,000 position that is $75 vs $50 annually, a gap of $25 per year that compounds over a long holding period. On income, ARKG currently yields 0.00% against 4.05% for SBIO.
Holdings Overlap
ARKG and SBIO share 3 holdings out of 133 unique holdings combined, representing a 1.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ARKG or SBIO?
ARKG has an expense ratio of 0.75% while SBIO charges 0.50%. SBIO is the cheaper option. On a $10,000 investment, that is $25 per year of difference.
Which performed better, ARKG or SBIO?
Over the past year ARKG returned +85.59% vs +101.30% for SBIO, so SBIO leads on 1-year performance. Over the longest common window we track (12 years), ARKG annualized +7.99% vs +9.81% for SBIO. Past performance does not guarantee future results.
Which is riskier, ARKG or SBIO?
ARKG has been the more volatile fund at 36.4% annualized versus 29.6% for SBIO. Worst drawdown: ARKG -83.6% vs SBIO -63.1%.
Should I hold both ARKG and SBIO?
ARKG and SBIO have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ARKG and SBIO?
ARKG and SBIO share 3 common holdings with a 1.8% weight overlap. Combined, they hold 133 unique securities.
Which pays a higher dividend, ARKG or SBIO?
ARKG yields 0.00% while SBIO yields 4.05%, so SBIO currently pays the higher dividend yield.
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