HCOM 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

MetricHCOMSBIOWinner
Expense Ratio0.59%0.50%
AUM$9M$202M
Dividend Yield10.95%4.05%
Holdings5587
YTD Return+0.71%+34.80%
1Y Return-4.90%+106.24%
3Y Return (annualized)-6.95%+32.77%
5Y Return (annualized)-+9.56%
Volatility (annualized)14.7%29.6%
Max Drawdown-28.8%-63.1%
Fund FamilyHartford FundsALPS Advisors
CategoryCommodityEquity
InceptionSep 14, 2021Dec 30, 2014

HCOM vs SBIO Performance

Hartford Schroders Commodity Strategy ETF (HCOM) is a ETF from Hartford Funds and ALPS Medical Breakthroughs ETF (SBIO) is a ETF from ALPS Advisors. Over the past year HCOM returned -4.90% while SBIO returned +106.24%. Year to date, HCOM is up 0.71% versus a gain of 34.80% for SBIO.

Over three years, HCOM compounded at -6.95% per year against +32.77% for SBIO. Across the full 4-year window we track, SBIO has the edge at +9.80% annualized vs +0.68%. 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 14.7% for HCOM. 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 -28.8% for HCOM 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 -0.25. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HCOM charges 0.59% per year while SBIO charges 0.50%. On a $10,000 position that is $59 vs $50 annually, a gap of $9 per year that compounds over a long holding period. On income, HCOM currently yields 10.95% against 4.05% for SBIO.

Frequently Asked Questions

Which is cheaper, HCOM or SBIO?

HCOM has an expense ratio of 0.59% while SBIO charges 0.50%. SBIO is the cheaper option. On a $10,000 investment, that is $9 per year of difference.

Which performed better, HCOM or SBIO?

Over the past year HCOM returned -4.90% vs +106.24% for SBIO, so SBIO leads on 1-year performance. Over the longest common window we track (4 years), HCOM annualized +0.68% vs +9.80% for SBIO. Past performance does not guarantee future results.

Which is riskier, HCOM or SBIO?

SBIO has been the more volatile fund at 29.6% annualized versus 14.7% for HCOM. Worst drawdown: HCOM -28.8% vs SBIO -63.1%.

Should I hold both HCOM and SBIO?

HCOM and SBIO have a monthly-return correlation of -0.25, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, HCOM or SBIO?

HCOM yields 10.95% while SBIO yields 4.05%, so HCOM currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →