IZRL vs SBIO
IZRL vs SBIO
ARK Israel Innovative Technology ETF vs ALPS Medical Breakthroughs ETF
Quick Verdict
IZRL has a lower expense ratio. SBIO delivered stronger 1-year returns. SBIO offers more diversification with 105 holdings.
Side-by-Side Comparison
| Metric | IZRL | SBIO | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.50% | |
| AUM | $142M | $202M | |
| Dividend Yield | 2.55% | 4.05% | |
| Holdings | 63 | 87 | |
| YTD Return | -0.27% | +34.80% | |
| 1Y Return | +13.01% | +106.24% | |
| 3Y Return (annualized) | +15.44% | +32.77% | |
| 5Y Return (annualized) | +0.04% | +9.56% | |
| Volatility (annualized) | 23.5% | 29.6% | |
| Max Drawdown | -60.0% | -63.1% | |
| Fund Family | Ark Invest | ALPS Advisors | |
| Category | Equity | Equity | |
| Inception | Dec 4, 2017 | Dec 30, 2014 |
IZRL vs SBIO Performance
ARK Israel Innovative Technology ETF (IZRL) is a ETF from Ark Invest and ALPS Medical Breakthroughs ETF (SBIO) is a ETF from ALPS Advisors. Over the past year IZRL returned +13.01% while SBIO returned +106.24%. Year to date, IZRL is down 0.27% versus a gain of 34.80% for SBIO.
Over three years, IZRL compounded at +15.44% per year against +32.77% for SBIO; over five years the annualized figures are +0.04% and +9.56% respectively. Across the full 9-year window we track, SBIO has the edge at +9.80% annualized vs +5.46%. 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 23.5% for IZRL. 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 -60.0% for IZRL 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IZRL charges 0.49% per year while SBIO charges 0.50%. On a $10,000 position that is $49 vs $50 annually, a gap of $1 per year that compounds over a long holding period. On income, IZRL currently yields 2.55% against 4.05% for SBIO.
Holdings Overlap
IZRL and SBIO share 0 holdings out of 171 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, IZRL or SBIO?
IZRL has an expense ratio of 0.49% while SBIO charges 0.50%. IZRL is the cheaper option. On a $10,000 investment, that is $1 per year of difference.
Which performed better, IZRL or SBIO?
Over the past year IZRL returned +13.01% vs +106.24% for SBIO, so SBIO leads on 1-year performance. Over the longest common window we track (9 years), IZRL annualized +5.46% vs +9.80% for SBIO. Past performance does not guarantee future results.
Which is riskier, IZRL or SBIO?
SBIO has been the more volatile fund at 29.6% annualized versus 23.5% for IZRL. Worst drawdown: IZRL -60.0% vs SBIO -63.1%.
Should I hold both IZRL and SBIO?
IZRL and SBIO have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IZRL and SBIO?
IZRL and SBIO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 171 unique securities.
Which pays a higher dividend, IZRL or SBIO?
IZRL yields 2.55% while SBIO yields 4.05%, so SBIO currently pays the higher dividend yield.
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