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14 important things you should know about ALPS SBIO ETF

Updated: April 07, 2021
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
Bear Case
  • Low net assets

Before we start: if you’re looking for SBIO “stock” price, you can quickly find it out by visiting Finny and typing "SBIO quote". If you’re looking for a quick scoop on SBIO "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "SBIO". You’ll get all this info in one place.

Are you looking to buy or sell SBIO? Or perhaps you’re looking for SBIO fact sheet, and learn about its alternatives? If so, you came to the right place.

In this SBIO ETF review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: SBIO performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: SBIO buy or sell; the pros and cons of investing in SBIO ETF;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to SBIO.

And here is the list of questions we’ll answer:

  1. Describe ALPS Medical Breakthroughs ETF (SBIO).
  2. What is SBIO underlying index?
  3. What are SBIO holdings?
  4. What is SBIO performance? What are SBIO historical returns?
  5. How many up and down years did SBIO have historically?
  6. What is SBIO dividend yield?
  7. What is SBIO expense ratio?
  8. What is SBIO tax efficiency (tax-cost ratio)?
  9. What is SBIO beta? How would you assess SBIO risk?
  10. What is SBIO Sharpe ratio?
  11. What is SBIO Finny Score? SBIO buy or sell?
  12. What are the pros of investing in SBIO? What are SBIO buy reasons?
  13. What are the cons of investing in SBIO? What are SBIO sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe ALPS Medical Breakthroughs ETF (SBIO).

The Fund seeks investment results that correspond generally to the performance of index, the Poliwogg Medical Breakthroughs. The Index is comprised of small- and mid-cap stocks of biotechnology and pharmaceutical companies that have one or more drugs in either Phase II or Phase III U.S. Food and Drug Administration.

2. What is SBIO underlying index?

Poliwogg Medical Breakthroughs Index.

3. What are SBIO top holdings?

SBIO has 101 stock holdings and 0 bond holdings.

The top 10 holdings represent 38.41% of total assets. Here are the top holdings:

Name Symbol % Assets
Mirati Therapeutics Inc MRTX 6.66%
Acceleron Pharma Inc XLRN 4.31%
United Therapeutics Corp UTHR 4.10%
Arrowhead Pharmaceuticals Inc ARWR 4.03%
Blueprint Medicines Corp BPMC 3.89%
Arena Pharmaceuticals Inc ARNA 3.40%
Emergent BioSolutions Inc EBS 3.28%
Allakos Inc ALLK 3.20%
Kodiak Sciences Inc KOD 2.79%
Vir Biotechnology Inc VIR 2.75%

4. What is SBIO performance? What are SBIO historical returns?

SBIO has generated the following returns:

  • 1-month return is -10.62%;
  • 3-month return is -8.92%;
  • 1-year return is 53.85%;
  • 3-year return is 12.97%;
  • 5-year return is 19.89%.

5. How many up and down years did SBIO have historically?

In the last 10 years, SBIO had 4 up years and 2 down years.

SBIO up and down years

6. What is SBIO dividend yield?

SBIO yield is 0%.

7. What is SBIO expense ratio?

SBIO expense ratio is 0.5%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

SBIO expenses

8. What is SBIO tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 0%;
  • 3-year ax cost ratio is 0.39%.
SBIO tax costs

9. What is SBIO beta? How would you assess SBIO risk?

  • 3-year beta is 1.17;
  • 5-year beta is 1.20.
SBIO Beta

10. What is SBIO Sharpe ratio?

  • 3-year Sharpe ratio is 0.56;
  • 5-year Sharpe ratio is 0.72.
SBIO Sharpe ratio

Analysis

11. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 2 reasons to buy and 1 reason to sell. Finny Scores are not available if there are insufficient data points from the analysis.

12. What are the pros of investing in SBIO? What are SBIO buy reasons?

The following are SBIO strengths from our perspective:

  • SBIO 3-year return is 12.97%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 12.01%.
  • SBIO 5-year return is 19.89%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 13.59%.

13. What are the cons of investing in SBIO? What are SBIO negatives?

The following are SBIO weaknesses from our perspective:

  • SBIO net assets are $253.60 million. This fund is not a popular choice with retail investors.
In the SBIO review, we covered SBIO key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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