SBIO vs VOO

Quick Verdict

VOO has a lower expense ratio. SBIO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: SBIOMore Diversified: VOO

Side-by-Side Comparison

MetricSBIOVOOWinner
Expense Ratio0.50%0.03%
AUM$202M$979.0B
Dividend Yield4.05%1.09%
Holdings87509
YTD Return+33.77%+13.44%
1Y Return+104.83%+22.62%
3Y Return (annualized)+32.41%+21.47%
5Y Return (annualized)+9.72%+13.27%
Volatility (annualized)29.6%14.1%
Max Drawdown-63.1%-34.3%
Fund FamilyALPS AdvisorsVanguard (US)
CategoryEquityEquity
InceptionDec 30, 2014Sep 7, 2010

SBIO vs VOO Performance

ALPS Medical Breakthroughs ETF (SBIO) is a ETF from ALPS Advisors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SBIO returned +104.83% while VOO returned +22.62%. Year to date, SBIO is up 33.77% versus a gain of 13.44% for VOO.

Over three years, SBIO compounded at +32.41% per year against +21.47% for VOO; over five years the annualized figures are +9.72% and +13.27% respectively. Across the full 12-year window we track, VOO has the edge at +13.55% annualized vs +9.71%. 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 14.1% 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 worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

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 4.05% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

SBIO and VOO share 0 holdings out of 610 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 VOO?

SBIO has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, SBIO or VOO?

Over the past year SBIO returned +104.83% vs +22.62% for VOO, so SBIO leads on 1-year performance. Over the longest common window we track (12 years), SBIO annualized +9.71% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, SBIO or VOO?

SBIO has been the more volatile fund at 29.6% annualized versus 14.1% 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 combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SBIO and VOO?

SBIO and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 610 unique securities.

Which pays a higher dividend, SBIO or VOO?

SBIO yields 4.05% while VOO yields 1.09%, so SBIO currently pays the higher dividend yield.

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