IVV vs SBIO
iShares Core S&P 500 ETF vs ALPS Medical Breakthroughs ETF
Quick Verdict
IVV has a lower expense ratio. SBIO delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | SBIO | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.50% | |
| AUM | $865.2B | $202M | |
| Dividend Yield | 1.09% | 4.05% | |
| Holdings | 508 | 87 | |
| YTD Return | +13.72% | +35.11% | |
| 1Y Return | +21.64% | +101.30% | |
| 3Y Return (annualized) | +21.55% | +32.81% | |
| 5Y Return (annualized) | +13.27% | +9.88% | |
| Volatility (annualized) | 15.1% | 29.6% | |
| Max Drawdown | -56.5% | -63.1% | |
| Fund Family | iShares by BlackRock (US) | ALPS Advisors | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Dec 30, 2014 |
IVV vs SBIO Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ALPS Medical Breakthroughs ETF (SBIO) is a ETF from ALPS Advisors. Over the past year IVV returned +21.64% while SBIO returned +101.30%. Year to date, IVV is up 13.72% versus a gain of 35.11% for SBIO.
Over three years, IVV compounded at +21.55% per year against +32.81% for SBIO; over five years the annualized figures are +13.27% and +9.88% respectively. Across the full 12-year window we track, SBIO has the edge at +9.81% annualized vs +7.04%. 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 15.1% for IVV. 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 -56.5% for IVV 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while SBIO charges 0.50%. On a $10,000 position that is $3 vs $50 annually, a gap of $47 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 4.05% for SBIO.
Holdings Overlap
IVV and SBIO share 0 holdings out of 610 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, IVV or SBIO?
IVV has an expense ratio of 0.03% while SBIO charges 0.50%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, IVV or SBIO?
Over the past year IVV returned +21.64% vs +101.30% for SBIO, so SBIO leads on 1-year performance. Over the longest common window we track (12 years), IVV annualized +7.04% vs +9.81% for SBIO. Past performance does not guarantee future results.
Which is riskier, IVV or SBIO?
SBIO has been the more volatile fund at 29.6% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SBIO -63.1%.
Should I hold both IVV and SBIO?
IVV and SBIO have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SBIO?
IVV and SBIO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 610 unique securities.
Which pays a higher dividend, IVV or SBIO?
IVV yields 1.09% while SBIO yields 4.05%, so SBIO currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.