KF vs SBIO
The Korea Fund, Inc. vs ALPS Medical Breakthroughs ETF
Quick Verdict
KF delivered stronger 1-year returns. SBIO offers more diversification with 105 holdings.
Side-by-Side Comparison
| Metric | KF | SBIO | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.50% | |
| AUM | $285M | $202M | |
| Dividend Yield | 1.57% | 4.05% | |
| Holdings | 52 | 87 | |
| YTD Return | +53.08% | +33.81% | |
| 1Y Return | +119.26% | +104.89% | |
| 3Y Return (annualized) | +40.32% | +32.13% | |
| 5Y Return (annualized) | +15.17% | +9.61% | |
| Volatility (annualized) | 43.4% | 29.6% | |
| Max Drawdown | -77.0% | -63.1% | |
| Fund Family | The Korea Fund, Inc. (KF) | ALPS Advisors | |
| Category | Equity | Equity | |
| Inception | Aug 29, 1984 | Dec 30, 2014 |
KF vs SBIO Performance
The Korea Fund, Inc. (KF) is a ETF from The Korea Fund, Inc. (KF) and ALPS Medical Breakthroughs ETF (SBIO) is a ETF from ALPS Advisors. Over the past year KF returned +119.26% while SBIO returned +104.89%. Year to date, KF is up 53.08% versus a gain of 33.81% for SBIO.
Over three years, KF compounded at +40.32% per year against +32.13% for SBIO; over five years the annualized figures are +15.17% and +9.61% respectively. Across the full 12-year window we track, KF has the edge at +16.21% annualized vs +9.72%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KF has been the more volatile fund, with annualized monthly volatility of 43.4% compared with 29.6% for SBIO. 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 -77.0% for KF 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 0.32. They move independently enough that combining them can meaningfully diversify a portfolio.
Holdings Overlap
KF and SBIO share 0 holdings out of 154 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which performed better, KF or SBIO?
Over the past year KF returned +119.26% vs +104.89% for SBIO, so KF leads on 1-year performance. Over the longest common window we track (12 years), KF annualized +16.21% vs +9.72% for SBIO. Past performance does not guarantee future results.
Which is riskier, KF or SBIO?
KF has been the more volatile fund at 43.4% annualized versus 29.6% for SBIO. Worst drawdown: KF -77.0% vs SBIO -63.1%.
Should I hold both KF and SBIO?
KF and SBIO have a monthly-return correlation of 0.32, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KF and SBIO?
KF and SBIO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 154 unique securities.
Which pays a higher dividend, KF or SBIO?
KF yields 1.57% while SBIO yields 4.05%, so SBIO currently pays the higher dividend yield.
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