SBIO vs VOO
ALPS Medical Breakthroughs ETF vs Vanguard S&P 500 ETF
Which is better, SBIO or VOO?
Small Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. SBIO led over 1Y and 3Y, VOO over 5Y and the full window. SBIO is less concentrated, with 32.1% of the fund in its ten largest positions against 36.4%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SBIO | VOO |
|---|---|---|
| Expense Ratio | 0.50% | 0.03%Best |
| AUM | $241M | $997.4B |
| Dividend Yield | 0.00% | 1.08% |
| Holdings | 107 | 509 |
| YTD Return | +34.19%Best | +13.81% |
| 1Y Return | +86.13%Best | +21.53% |
| 3Y Return (annualized) | +32.83%Best | +21.46% |
| 5Y Return (annualized) | +8.10% | +12.87%Best |
| Volatility (annualized) | 29.5% | 15.0%Best |
| Max Drawdown | -63.1% | -34.3%Best |
| $10,000 over 5 years | $14,761 | $18,319Best |
| Top 10 Weight | 32.1%Best | 36.4% |
| Fund Family | ALPS Advisors | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Growth | Large Cap Blend |
| Inception | Dec 30, 2014 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Dec 31, 2014 to Sep 3, 2026 (11.7 years).
SBIO vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 11.7 years both funds cover.
SBIO vs VOO Performance
ALPS Medical Breakthroughs ETF (SBIO) is an ETF from ALPS Advisors and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SBIO returned +86.13% while VOO returned +21.53%. Year to date, SBIO is up 34.19% versus a gain of 13.81% for VOO.
Over three years, SBIO compounded at +32.83% per year against +21.46% for VOO; over five years the annualized figures are +8.10% and +12.87% respectively. Across the full 12-year window we track, VOO has the edge at +12.79% annualized vs +9.69%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SBIO has been the more volatile fund, with annualized monthly volatility of 29.5% compared with 15.0% for VOO. 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 -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.52. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SBIO charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, SBIO currently yields 0.00% against 1.08% for VOO.
Holdings Overlap
We hold position weights for 104 holdings in SBIO and 505 in VOO, totalling 100.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 104 positions we hold weights for in SBIO and 505 in VOO, against full books of 107 and 509.
What only one of them owns
Our book lists 497 positions for VOO that do not appear in our book for SBIO (99.5% of the fund), and 94 for SBIO that do not appear in VOO (92.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of SBIO and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SBIO or VOO?
SBIO has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option, by $47 a year on a $10,000 investment.
Which performed better, SBIO or VOO?
Over the past year SBIO returned +86.13% vs +21.53% for VOO, so SBIO leads on 1-year performance. Over the longest common window we track (12 years), SBIO annualized +9.69% vs +12.79% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SBIO or VOO?
SBIO has been the more volatile fund at 29.5% annualized versus 15.0% for VOO. Worst drawdown: SBIO -63.1% vs VOO -34.3%.
Should I hold both SBIO and VOO?
SBIO and VOO have a monthly-return correlation of 0.52, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SBIO or VOO?
SBIO yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
Is VOO better than SBIO?
VOO has a lower expense ratio. SBIO led over 1Y and 3Y, VOO over 5Y and the full window. SBIO is less concentrated, with 32.1% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.