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BTEC vs. SBIO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BTEC vs. SBIO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Principal Healthcare Innovators Index ETF (BTEC) and ALPS Medical Breakthroughs ETF (SBIO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BTEC

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

SBIO

1D
2.35%
1M
-5.55%
YTD
1.95%
6M
4.13%
1Y
68.86%
3Y*
18.38%
5Y*
3.16%
10Y*
8.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTEC vs. SBIO - Yearly Performance Comparison


BTEC vs. SBIO - Sectors Allocation Comparison


Sectors
BTEC
SBIO

Healthcare

99.4%
100.0%

Industrials

0.6%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

-0.0%

Real Estate

-

-

Technology

-

-

Utilities

-

-

Healthcare

BTEC
99.4%
SBIO
100.0%

Industrials

BTEC
0.6%
SBIO

-

Basic Materials

BTEC

-

SBIO

-

Communication Services

BTEC

-

SBIO

-

Consumer Cyclical

BTEC

-

SBIO

-

Consumer Defensive

BTEC

-

SBIO

-

Energy

BTEC

-

SBIO

-

Financial Services

BTEC

-

SBIO
-0.0%

Real Estate

BTEC

-

SBIO

-

Technology

BTEC

-

SBIO

-

Utilities

BTEC

-

SBIO

-

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Return for Risk

BTEC vs. SBIO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BTEC

SBIO
SBIO Risk / Return Rank: 7676
Overall Rank
SBIO Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
SBIO Sortino Ratio Rank: 7272
Sortino Ratio Rank
SBIO Omega Ratio Rank: 6363
Omega Ratio Rank
SBIO Calmar Ratio Rank: 9090
Calmar Ratio Rank
SBIO Martin Ratio Rank: 8282
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BTEC vs. SBIO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Healthcare Innovators Index ETF (BTEC) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BTEC vs. SBIO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BTECSBIODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

Drawdowns

BTEC vs. SBIO - Drawdown Comparison

The maximum BTEC drawdown since its inception was 0.00%, smaller than the maximum SBIO drawdown of -63.06%. Use the drawdown chart below to compare losses from any high point for BTEC and SBIO.


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Drawdown Indicators


BTECSBIODifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-63.06%

+63.06%

Max Drawdown (1Y)

Largest decline over 1 year

-12.66%

Max Drawdown (3Y)

Largest decline over 3 years

-42.44%

Max Drawdown (5Y)

Largest decline over 5 years

-53.10%

Max Drawdown (10Y)

Largest decline over 10 years

-63.06%

Current Drawdown

Current decline from peak

0.00%

-14.84%

+14.84%

Average Drawdown

Average peak-to-trough decline

0.00%

-28.44%

+28.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.26%

Volatility

BTEC vs. SBIO - Volatility Comparison


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Volatility by Period


BTECSBIODifference

Volatility (1M)

Calculated over the trailing 1-month period

9.85%

Volatility (6M)

Calculated over the trailing 6-month period

22.76%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

29.40%

-29.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

33.57%

-33.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

33.18%

-33.18%

BTEC vs. SBIO - Expense Ratio Comparison

BTEC has a 0.42% expense ratio, which is lower than SBIO's 0.50% expense ratio.


Dividends

BTEC vs. SBIO - Dividend Comparison

Neither BTEC nor SBIO has paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
BTEC
Principal Healthcare Innovators Index ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SBIO
ALPS Medical Breakthroughs ETF
0.00%0.00%3.55%0.22%0.00%0.00%0.00%0.04%2.79%1.77%

Frequently Asked Questions


On fees, BTEC is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BTEC is cheaper with a 0.42% expense ratio, compared with 0.50% for SBIO.

BTEC and SBIO have nearly identical dividend yields, around 0.00%.

BTEC tracks NASDAQ U.S. Health Care Innovators Index, while SBIO tracks S-Network Medical Breakthroughs Index. They also come from different issuers: Principal and SS&C. Their fees differ too: 0.42% for BTEC and 0.50% for SBIO.

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Find the right allocation for BTEC and SBIO

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