FAAR vs SBIO

Quick Verdict

SBIO has a lower expense ratio. SBIO delivered stronger 1-year returns. SBIO offers more diversification with 105 holdings.

Lower Fees: SBIOHigher Returns: SBIOMore Diversified: SBIO

Side-by-Side Comparison

MetricFAARSBIOWinner
Expense Ratio0.97%0.50%
AUM$191M$202M
Dividend Yield9.19%4.05%
Holdings687
YTD Return+13.94%+34.80%
1Y Return+19.26%+106.24%
3Y Return (annualized)+8.78%+32.77%
5Y Return (annualized)+7.33%+9.56%
Volatility (annualized)9.2%29.6%
Max Drawdown-18.8%-63.1%
Fund FamilyFirst Trust Portfolios (US)ALPS Advisors
CategoryCommodityEquity
InceptionMay 18, 2016Dec 30, 2014

FAAR vs SBIO Performance

First Trust Alternative Absolute Return Strategy ETF (FAAR) is a ETF from First Trust Portfolios (US) and ALPS Medical Breakthroughs ETF (SBIO) is a ETF from ALPS Advisors. Over the past year FAAR returned +19.26% while SBIO returned +106.24%. Year to date, FAAR is up 13.94% versus a gain of 34.80% for SBIO.

Over three years, FAAR compounded at +8.78% per year against +32.77% for SBIO; over five years the annualized figures are +7.33% and +9.56% respectively. Across the full 10-year window we track, SBIO has the edge at +9.80% annualized vs +3.32%. 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 9.2% for FAAR. 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 -18.8% for FAAR 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 -0.04. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FAAR charges 0.97% per year while SBIO charges 0.50%. On a $10,000 position that is $97 vs $50 annually, a gap of $47 per year that compounds over a long holding period. On income, FAAR currently yields 9.19% against 4.05% for SBIO.

Holdings Overlap

0.0%overlap

FAAR and SBIO share 0 holdings out of 106 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, FAAR or SBIO?

FAAR has an expense ratio of 0.97% while SBIO charges 0.50%. SBIO is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, FAAR or SBIO?

Over the past year FAAR returned +19.26% vs +106.24% for SBIO, so SBIO leads on 1-year performance. Over the longest common window we track (10 years), FAAR annualized +3.32% vs +9.80% for SBIO. Past performance does not guarantee future results.

Which is riskier, FAAR or SBIO?

SBIO has been the more volatile fund at 29.6% annualized versus 9.2% for FAAR. Worst drawdown: FAAR -18.8% vs SBIO -63.1%.

Should I hold both FAAR and SBIO?

FAAR and SBIO have a monthly-return correlation of -0.04, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FAAR and SBIO?

FAAR and SBIO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 106 unique securities.

Which pays a higher dividend, FAAR or SBIO?

FAAR yields 9.19% while SBIO yields 4.05%, so FAAR currently pays the higher dividend yield.

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