SBIO vs VXUS

SBIO vs VXUS

Which is better, SBIO or VXUS?

Small Cap Growth against Large Cap Blend.

VXUS has a lower expense ratio. SBIO led over 1Y, 3Y and the full window, VXUS over 5Y.

Lower Fees: VXUSHigher Returns: split

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

MetricSBIOVXUS
Expense Ratio0.50%0.05%Best
AUM$240M$158.1B
Dividend Yield0.00%2.51%
Holdings1078,747
YTD Return+24.36%Best+14.49%
1Y Return+66.21%Best+21.52%
3Y Return (annualized)+33.34%Best+20.55%
5Y Return (annualized)+6.60%+9.57%Best
Volatility (annualized)29.6%14.8%Best
Max Drawdown-63.1%-39.9%Best
$10,000 over 5 years$13,765$15,793Best
Fund FamilyALPS AdvisorsVanguard (US)
CategoryEquityEquity
StyleSmall Cap GrowthLarge Cap Blend
InceptionDec 30, 2014Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 31, 2014 to Sep 21, 2026 (11.7 years).

SBIO vs VXUS 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 VXUS Performance

ALPS Medical Breakthroughs ETF (SBIO) is an ETF from ALPS Advisors and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year SBIO returned +66.21% while VXUS returned +21.52%. Year to date, SBIO is up 24.36% versus a gain of 14.49% for VXUS.

Over three years, SBIO compounded at +33.34% per year against +20.55% for VXUS; over five years the annualized figures are +6.60% and +9.57% respectively. Across the full 12-year window we track, SBIO has the edge at +8.94% annualized vs +6.66%.

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 14.8% for VXUS. 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 -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.47. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SBIO charges 0.50% per year while VXUS charges 0.05%. On a $10,000 position that is $50 vs $5 annually, a gap of $45 per year that compounds over a long holding period. On income, SBIO currently yields 0.00% against 2.51% for VXUS.

Holdings Overlap

SBIO already in VXUS2.4%

At least 2.4% of SBIO's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

SBIO and VXUS share little of their money.

3 positions in common, counted across the 105 positions we hold weights for in SBIO and 8,082 in VXUS, against full books of 107 and 8,747.

Top Shared Holdings

StockWeight in SBIOWeight in VXUSDifference
ZLABZai Lab Ltd1.42%0.00%1.42%
GLPG:BRLakefront Biotherapeutics Sponsored Adr (1 Ads : 1 Ordinary)0.95%0.00%0.95%
AZN:LNAstraZeneca PLC0.00%0.57%0.57%

You are not choosing between two funds in isolation.

Whichever of SBIO and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SBIOVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SBIO or VXUS?

SBIO has an expense ratio of 0.50% while VXUS charges 0.05%. VXUS is the cheaper option, by $45 a year on a $10,000 investment.

Which performed better, SBIO or VXUS?

Over the past year SBIO returned +66.21% vs +21.52% for VXUS, so SBIO leads on 1-year performance. Over the longest common window we track (12 years), SBIO annualized +8.94% vs +6.66% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SBIO or VXUS?

SBIO has been the more volatile fund at 29.6% annualized versus 14.8% for VXUS. Worst drawdown: SBIO -63.1% vs VXUS -39.9%.

Should I hold both SBIO and VXUS?

SBIO and VXUS have a monthly-return correlation of 0.47, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between SBIO and VXUS?

At least 2.4% of SBIO's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 3 positions in common, counted across the 105 positions we hold weights for in SBIO and 8,082 in VXUS.

Which pays a higher dividend, SBIO or VXUS?

SBIO yields 0.00% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than SBIO?

VXUS has a lower expense ratio. SBIO led over 1Y, 3Y and the full window, VXUS over 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.