SBIO vs VYM
ALPS Medical Breakthroughs ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. SBIO delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SBIO | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.04% | |
| AUM | $202M | $79.0B | |
| Dividend Yield | 4.05% | 2.86% | |
| Holdings | 87 | 568 | |
| YTD Return | +33.81% | +16.10% | |
| 1Y Return | +104.89% | +25.99% | |
| 3Y Return (annualized) | +32.13% | +18.29% | |
| 5Y Return (annualized) | +9.61% | +12.35% | |
| Volatility (annualized) | 29.6% | 14.6% | |
| Max Drawdown | -63.1% | -58.8% | |
| Fund Family | ALPS Advisors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 30, 2014 | Nov 10, 2006 |
SBIO vs VYM Performance
ALPS Medical Breakthroughs ETF (SBIO) is a ETF from ALPS Advisors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SBIO returned +104.89% while VYM returned +25.99%. Year to date, SBIO is up 33.81% versus a gain of 16.10% for VYM.
Over three years, SBIO compounded at +32.13% per year against +18.29% for VYM; over five years the annualized figures are +9.61% and +12.35% respectively. Across the full 12-year window we track, SBIO has the edge at +9.72% annualized vs +7.08%. 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SBIO charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, SBIO currently yields 4.05% against 2.86% for VYM.
Holdings Overlap
SBIO and VYM share 0 holdings out of 663 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 VYM?
SBIO has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, SBIO or VYM?
Over the past year SBIO returned +104.89% vs +25.99% for VYM, so SBIO leads on 1-year performance. Over the longest common window we track (12 years), SBIO annualized +9.72% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, SBIO or VYM?
SBIO has been the more volatile fund at 29.6% annualized versus 14.6% for VYM. Worst drawdown: SBIO -63.1% vs VYM -58.8%.
Should I hold both SBIO and VYM?
SBIO and VYM have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SBIO and VYM?
SBIO and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 663 unique securities.
Which pays a higher dividend, SBIO or VYM?
SBIO yields 4.05% while VYM yields 2.86%, so SBIO currently pays the higher dividend yield.
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