SBIO vs VTI
ALPS Medical Breakthroughs ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. SBIO delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | SBIO | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $202M | $663.5B | |
| Dividend Yield | 4.05% | 1.07% | |
| Holdings | 87 | 3,543 | |
| YTD Return | +33.41% | +14.96% | |
| 1Y Return | +92.28% | +22.39% | |
| 3Y Return (annualized) | +32.22% | +21.51% | |
| 5Y Return (annualized) | +9.70% | +12.36% | |
| Volatility (annualized) | 29.6% | 15.4% | |
| Max Drawdown | -63.1% | -56.6% | |
| Fund Family | ALPS Advisors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 30, 2014 | May 24, 2001 |
SBIO vs VTI Performance
ALPS Medical Breakthroughs ETF (SBIO) is a ETF from ALPS Advisors and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SBIO returned +92.28% while VTI returned +22.39%. Year to date, SBIO is up 33.41% versus a gain of 14.96% for VTI.
Over three years, SBIO compounded at +32.22% per year against +21.51% for VTI; over five years the annualized figures are +9.70% and +12.36% respectively. Across the full 12-year window we track, SBIO has the edge at +9.68% annualized vs +8.16%. 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 15.4% for VTI. 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 -56.6% for VTI. 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SBIO charges 0.50% per year while VTI 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 1.07% for VTI.
Holdings Overlap
SBIO and VTI share 67 holdings out of 2821 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 VTI?
SBIO has an expense ratio of 0.50% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, SBIO or VTI?
Over the past year SBIO returned +92.28% vs +22.39% for VTI, so SBIO leads on 1-year performance. Over the longest common window we track (12 years), SBIO annualized +9.68% vs +8.16% for VTI. Past performance does not guarantee future results.
Which is riskier, SBIO or VTI?
SBIO has been the more volatile fund at 29.6% annualized versus 15.4% for VTI. Worst drawdown: SBIO -63.1% vs VTI -56.6%.
Should I hold both SBIO and VTI?
SBIO and VTI have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SBIO and VTI?
SBIO and VTI share 67 common holdings with a 0.0% weight overlap. Combined, they hold 2821 unique securities.
Which pays a higher dividend, SBIO or VTI?
SBIO yields 4.05% while VTI yields 1.07%, so SBIO currently pays the higher dividend yield.
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