SBIO vs TYLG

SBIO vs TYLG
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Quick Verdict

SBIO has a lower expense ratio. SBIO delivered stronger 1-year returns. SBIO offers more diversification with 107 holdings.

Lower Fees: SBIOHigher Returns: SBIOMore Diversified: SBIO

Side-by-Side Comparison

MetricSBIOTYLGWinner
Expense Ratio0.50%0.60%
AUM$221M$15M
Dividend Yield0.00%8.89%
Holdings10778
YTD Return+37.78%+21.18%
1Y Return+100.50%+35.64%
3Y Return (annualized)+34.22%+23.66%
5Y Return (annualized)+9.90%-
Volatility (annualized)29.6%15.8%
Max Drawdown-63.1%-24.5%
Fund FamilyALPS AdvisorsGlobal X by mirae Asset
CategoryEquityAlternative
InceptionDec 30, 2014Nov 21, 2022

SBIO vs TYLG Performance

ALPS Medical Breakthroughs ETF (SBIO) is a ETF from ALPS Advisors and Global X Information Technology Covered Call & Growth ETF (TYLG) is a ETF from Global X by mirae Asset. Over the past year SBIO returned +100.50% while TYLG returned +35.64%. Year to date, SBIO is up 37.78% versus a gain of 21.18% for TYLG.

Over three years, SBIO compounded at +34.22% per year against +23.66% for TYLG. Across the full 4-year window we track, TYLG has the edge at +25.12% annualized vs +9.97%. 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 15.8% for TYLG. 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 -24.5% for TYLG. 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 0.28. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SBIO charges 0.50% per year while TYLG charges 0.60%. On a $10,000 position that is $50 vs $60 annually, a gap of $10 per year that compounds over a long holding period. On income, SBIO currently yields 0.00% against 8.89% for TYLG.

Holdings Overlap

0.0%overlap

SBIO and TYLG share 0 holdings out of 179 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 TYLG?

SBIO has an expense ratio of 0.50% while TYLG charges 0.60%. SBIO is the cheaper option. On a $10,000 investment, that is $10 per year of difference.

Which performed better, SBIO or TYLG?

Over the past year SBIO returned +100.50% vs +35.64% for TYLG, so SBIO leads on 1-year performance. Over the longest common window we track (4 years), SBIO annualized +9.97% vs +25.12% for TYLG. Past performance does not guarantee future results.

Which is riskier, SBIO or TYLG?

SBIO has been the more volatile fund at 29.6% annualized versus 15.8% for TYLG. Worst drawdown: SBIO -63.1% vs TYLG -24.5%.

Should I hold both SBIO and TYLG?

SBIO and TYLG have a monthly-return correlation of 0.28, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SBIO and TYLG?

SBIO and TYLG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 179 unique securities.

Which pays a higher dividend, SBIO or TYLG?

SBIO yields 0.00% while TYLG yields 8.89%, so TYLG currently pays the higher dividend yield.

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