AVSE vs SBIO
Avantis Responsible Emerging Markets Equity ETF vs ALPS Medical Breakthroughs ETF
Quick Verdict
AVSE has a lower expense ratio. SBIO delivered stronger 1-year returns. AVSE offers more diversification with 1526 holdings.
Side-by-Side Comparison
| Metric | AVSE | SBIO | Winner |
|---|---|---|---|
| Expense Ratio | 0.33% | 0.50% | |
| AUM | $210M | $202M | |
| Dividend Yield | 1.27% | 4.05% | |
| Holdings | 4,803 | 87 | |
| YTD Return | +16.81% | +33.77% | |
| 1Y Return | +32.29% | +104.83% | |
| 3Y Return (annualized) | +22.70% | +32.41% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 18.3% | 29.6% | |
| Max Drawdown | -26.3% | -63.1% | |
| Fund Family | Avantis Investors | ALPS Advisors | |
| Category | Equity | Equity | |
| Inception | Mar 28, 2022 | Dec 30, 2014 |
AVSE vs SBIO Performance
Avantis Responsible Emerging Markets Equity ETF (AVSE) is a ETF from Avantis Investors and ALPS Medical Breakthroughs ETF (SBIO) is a ETF from ALPS Advisors. Over the past year AVSE returned +32.29% while SBIO returned +104.83%. Year to date, AVSE is up 16.81% versus a gain of 33.77% for SBIO.
Over three years, AVSE compounded at +22.70% per year against +32.41% for SBIO. Across the full 4-year window we track, AVSE has the edge at +13.15% annualized vs +9.71%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SBIO has been the more volatile fund, with annualized monthly volatility of 29.6% compared with 18.3% for AVSE. 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 -26.3% for AVSE 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 0.28. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AVSE charges 0.33% per year while SBIO charges 0.50%. On a $10,000 position that is $33 vs $50 annually, a gap of $17 per year that compounds over a long holding period. On income, AVSE currently yields 1.27% against 4.05% for SBIO.
Holdings Overlap
AVSE and SBIO share 0 holdings out of 1631 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AVSE or SBIO?
AVSE has an expense ratio of 0.33% while SBIO charges 0.50%. AVSE is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, AVSE or SBIO?
Over the past year AVSE returned +32.29% vs +104.83% for SBIO, so SBIO leads on 1-year performance. Over the longest common window we track (4 years), AVSE annualized +13.15% vs +9.71% for SBIO. Past performance does not guarantee future results.
Which is riskier, AVSE or SBIO?
SBIO has been the more volatile fund at 29.6% annualized versus 18.3% for AVSE. Worst drawdown: AVSE -26.3% vs SBIO -63.1%.
Should I hold both AVSE and SBIO?
AVSE and SBIO have a monthly-return correlation of 0.28, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVSE and SBIO?
AVSE and SBIO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1631 unique securities.
Which pays a higher dividend, AVSE or SBIO?
AVSE yields 1.27% while SBIO yields 4.05%, so SBIO currently pays the higher dividend yield.
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