BBP vs. SBIO
Compare and contrast key facts about Virtus LifeSci Biotech Products ETF (BBP) and ALPS Medical Breakthroughs ETF (SBIO).
BBP and SBIO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBP is a passively managed fund by Virtus Investment Partners that tracks the performance of the LifeSci Biotechnology Products Index. It was launched on Dec 17, 2014. SBIO is a passively managed fund by SS&C that tracks the performance of the S-Network Medical Breakthroughs Index. It was launched on Dec 31, 2014. Both BBP and SBIO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBP or SBIO.
Key characteristics
| BBP | SBIO | |
|---|---|---|
| YTD Return | -4.44% | 4.58% |
| 1Y Return | 4.53% | 10.14% |
| 3Y Return (Ann) | 2.31% | -9.93% |
| 5Y Return (Ann) | 5.47% | -0.07% |
| Sharpe Ratio | 0.23 | 0.40 |
| Daily Std Dev | 22.51% | 27.99% |
| Max Drawdown | -44.32% | -63.06% |
| Current Drawdown | -12.06% | -45.73% |
Correlation
The correlation between BBP and SBIO is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BBP vs. SBIO - Performance Comparison
In the year-to-date period, BBP achieves a -4.44% return, which is significantly lower than SBIO's 4.58% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BBP vs. SBIO - Expense Ratio Comparison
BBP has a 0.79% expense ratio, which is higher than SBIO's 0.50% expense ratio.
Risk-Adjusted Performance
BBP vs. SBIO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus LifeSci Biotech Products ETF (BBP) and ALPS Medical Breakthroughs ETF (SBIO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BBP vs. SBIO - Dividend Comparison
BBP has not paid dividends to shareholders, while SBIO's dividend yield for the trailing twelve months is around 0.21%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBP Virtus LifeSci Biotech Products ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.18% | 0.00% | 1.29% |
SBIO ALPS Medical Breakthroughs ETF | 0.21% | 0.22% | 0.00% | 0.00% | 0.00% | 0.04% | 2.79% | 1.77% | 0.00% | 0.00% |
Drawdowns
BBP vs. SBIO - Drawdown Comparison
The maximum BBP drawdown since its inception was -44.32%, smaller than the maximum SBIO drawdown of -63.06%. Use the drawdown chart below to compare losses from any high point for BBP and SBIO. For additional features, visit the drawdowns tool.
Volatility
BBP vs. SBIO - Volatility Comparison
The current volatility for Virtus LifeSci Biotech Products ETF (BBP) is 6.94%, while ALPS Medical Breakthroughs ETF (SBIO) has a volatility of 7.38%. This indicates that BBP experiences smaller price fluctuations and is considered to be less risky than SBIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.