SBIO vs SOXL
ALPS Medical Breakthroughs ETF vs Direxion Daily Semiconductor Bull 3X ETF
Quick Verdict
SBIO has a lower expense ratio. SOXL delivered stronger 1-year returns. SBIO offers more diversification with 107 holdings.
Side-by-Side Comparison
| Metric | SBIO | SOXL | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.75% | |
| AUM | $221M | $24.3B | |
| Dividend Yield | 0.00% | 0.01% | |
| Holdings | 107 | 43 | |
| YTD Return | +37.78% | +155.29% | |
| 1Y Return | +100.50% | +375.74% | |
| 3Y Return (annualized) | +34.22% | +78.72% | |
| 5Y Return (annualized) | +9.90% | +23.06% | |
| Volatility (annualized) | 29.6% | 87.7% | |
| Max Drawdown | -63.1% | -90.5% | |
| Fund Family | ALPS Advisors | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | Dec 30, 2014 | Mar 11, 2010 |
SBIO vs SOXL Performance
ALPS Medical Breakthroughs ETF (SBIO) is a ETF from ALPS Advisors and Direxion Daily Semiconductor Bull 3X ETF (SOXL) is a ETF from Direxion Shares ETF Trust. Over the past year SBIO returned +100.50% while SOXL returned +375.74%. Year to date, SBIO is up 37.78% versus a gain of 155.29% for SOXL.
Over three years, SBIO compounded at +34.22% per year against +78.72% for SOXL; over five years the annualized figures are +9.90% and +23.06% respectively. Across the full 12-year window we track, SOXL has the edge at +37.43% annualized vs +9.97%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SOXL has been the more volatile fund, with annualized monthly volatility of 87.7% 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 -63.1% for SBIO and -90.5% for SOXL. 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 SOXL charges 0.75%. On a $10,000 position that is $50 vs $75 annually, a gap of $25 per year that compounds over a long holding period. On income, SBIO currently yields 0.00% against 0.01% for SOXL.
Holdings Overlap
SBIO and SOXL share 0 holdings out of 140 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 SOXL?
SBIO has an expense ratio of 0.50% while SOXL charges 0.75%. SBIO is the cheaper option. On a $10,000 investment, that is $25 per year of difference.
Which performed better, SBIO or SOXL?
Over the past year SBIO returned +100.50% vs +375.74% for SOXL, so SOXL leads on 1-year performance. Over the longest common window we track (12 years), SBIO annualized +9.97% vs +37.43% for SOXL. Past performance does not guarantee future results.
Which is riskier, SBIO or SOXL?
SOXL has been the more volatile fund at 87.7% annualized versus 29.6% for SBIO. Worst drawdown: SBIO -63.1% vs SOXL -90.5%.
Should I hold both SBIO and SOXL?
SBIO and SOXL 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 SOXL?
SBIO and SOXL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 140 unique securities.
Which pays a higher dividend, SBIO or SOXL?
SBIO yields 0.00% while SOXL yields 0.01%, so SOXL currently pays the higher dividend yield.
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