GLOW 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

MetricGLOWSBIOWinner
Expense Ratio0.72%0.50%
AUM$63M$202M
Dividend Yield1.28%4.05%
Holdings1687
YTD Return+15.25%+33.41%
1Y Return+23.92%+92.28%
3Y Return (annualized)-+32.22%
5Y Return (annualized)-+9.70%
Volatility (annualized)10.8%29.6%
Max Drawdown-15.6%-63.1%
Fund FamilyVictory Capital Management Inc.ALPS Advisors
CategoryEquityEquity
InceptionJun 21, 2024Dec 30, 2014

GLOW vs SBIO Performance

VictoryShares WestEnd Global Equity ETF (GLOW) is a ETF from Victory Capital Management Inc. and ALPS Medical Breakthroughs ETF (SBIO) is a ETF from ALPS Advisors. Over the past year GLOW returned +23.92% while SBIO returned +92.28%. Year to date, GLOW is up 15.25% versus a gain of 33.41% for SBIO.

Risk: Volatility and Drawdowns

SBIO has been the more volatile fund, with annualized monthly volatility of 29.6% compared with 10.8% for GLOW. 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 -15.6% for GLOW 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

GLOW charges 0.72% per year while SBIO charges 0.50%. On a $10,000 position that is $72 vs $50 annually, a gap of $22 per year that compounds over a long holding period. On income, GLOW currently yields 1.28% against 4.05% for SBIO.

Holdings Overlap

0.0%overlap

GLOW and SBIO share 0 holdings out of 120 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, GLOW or SBIO?

GLOW has an expense ratio of 0.72% while SBIO charges 0.50%. SBIO is the cheaper option. On a $10,000 investment, that is $22 per year of difference.

Which performed better, GLOW or SBIO?

Over the past year GLOW returned +23.92% vs +92.28% for SBIO, so SBIO leads on 1-year performance. Over the longest common window we track (2 years), GLOW annualized +20.06% vs +9.68% for SBIO. Past performance does not guarantee future results.

Which is riskier, GLOW or SBIO?

SBIO has been the more volatile fund at 29.6% annualized versus 10.8% for GLOW. Worst drawdown: GLOW -15.6% vs SBIO -63.1%.

Should I hold both GLOW and SBIO?

GLOW 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 GLOW and SBIO?

GLOW and SBIO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 120 unique securities.

Which pays a higher dividend, GLOW or SBIO?

GLOW yields 1.28% while SBIO yields 4.05%, so SBIO currently pays the higher dividend yield.

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