SBIO vs SCHD
SBIO vs SCHD
ALPS Medical Breakthroughs ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SBIO delivered stronger 1-year returns. SBIO offers more diversification with 105 holdings.
Side-by-Side Comparison
| Metric | SBIO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.06% | |
| AUM | $202M | $103.7B | |
| Dividend Yield | 4.05% | 3.31% | |
| Holdings | 87 | 104 | |
| YTD Return | +34.80% | +24.26% | |
| 1Y Return | +106.24% | +31.38% | |
| 3Y Return (annualized) | +32.77% | +15.08% | |
| 5Y Return (annualized) | +9.56% | +9.72% | |
| Volatility (annualized) | 29.6% | 13.6% | |
| Max Drawdown | -63.1% | -33.4% | |
| Fund Family | ALPS Advisors | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 30, 2014 | Oct 20, 2011 |
SBIO vs SCHD Performance
ALPS Medical Breakthroughs ETF (SBIO) is a ETF from ALPS Advisors and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year SBIO returned +106.24% while SCHD returned +31.38%. Year to date, SBIO is up 34.80% versus a gain of 24.26% for SCHD.
Over three years, SBIO compounded at +32.77% per year against +15.08% for SCHD; over five years the annualized figures are +9.56% and +9.72% respectively. Across the full 12-year window we track, SCHD has the edge at +11.39% annualized vs +9.80%. 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 13.6% for SCHD. 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 -63.1% for SBIO and -33.4% for SCHD. 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SBIO charges 0.50% per year while SCHD charges 0.06%. On a $10,000 position that is $50 vs $6 annually, a gap of $44 per year that compounds over a long holding period. On income, SBIO currently yields 4.05% against 3.31% for SCHD.
Holdings Overlap
SBIO and SCHD share 0 holdings out of 205 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, SBIO or SCHD?
SBIO has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, SBIO or SCHD?
Over the past year SBIO returned +106.24% vs +31.38% for SCHD, so SBIO leads on 1-year performance. Over the longest common window we track (12 years), SBIO annualized +9.80% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, SBIO or SCHD?
SBIO has been the more volatile fund at 29.6% annualized versus 13.6% for SCHD. Worst drawdown: SBIO -63.1% vs SCHD -33.4%.
Should I hold both SBIO and SCHD?
SBIO and SCHD have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SBIO and SCHD?
SBIO and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 205 unique securities.
Which pays a higher dividend, SBIO or SCHD?
SBIO yields 4.05% while SCHD yields 3.31%, so SBIO currently pays the higher dividend yield.
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