IDNA vs. SBIO

Last updated Apr 2, 2026

Compare and contrast key facts about iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) and ALPS Medical Breakthroughs ETF (SBIO).

IDNA and SBIO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IDNA is a passively managed fund by iShares that tracks the performance of the NYSE FactSet Global Genomics and Immuno Biopharma Index. It was launched on Jun 11, 2019. 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 IDNA 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.

Performance

IDNA vs. SBIO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) and ALPS Medical Breakthroughs ETF (SBIO). The values are adjusted to include any dividend payments, if applicable.

IDNA vs. SBIO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
IDNA iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund	11.45%	17.26%	-0.72%	-7.63%	-42.28%	-3.98%	54.30%	20.83%
SBIO ALPS Medical Breakthroughs ETF	3.20%	55.07%	3.81%	8.68%	-28.08%	-17.55%	21.17%	25.73%

Returns By Period

In the year-to-date period, IDNA achieves a 11.45% return, which is significantly higher than SBIO's 3.20% return.

IDNA

• 1D: 0.48%
• 1M: -5.56%
• YTD: 11.45%
• 6M: 20.68%
• 1Y: 48.06%
• 3Y*: 9.03%
• 5Y*: -7.93%
• 10Y*: —

SBIO

• 1D: 0.99%
• 1M: 3.89%
• YTD: 3.20%
• 6M: 36.23%
• 1Y: 95.78%
• 3Y*: 26.37%
• 5Y*: 1.76%
• 10Y*: 9.75%

*Multi-year figures are annualized to reflect compound growth (CAGR)

IDNA vs. SBIO - Expense Ratio Comparison

IDNA has a 0.47% expense ratio, which is lower than SBIO's 0.50% expense ratio.

SBIO

ALPS Medical Breakthroughs ETF

IDNA

iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund

Return for Risk

IDNA vs. SBIO — Risk / Return Rank

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

IDNA

IDNA Risk / Return Rank: 85
IDNA Sharpe Ratio Rank: 85
IDNA Sortino Ratio Rank: 86
IDNA Omega Ratio Rank: 74
IDNA Calmar Ratio Rank: 93
IDNA Martin Ratio Rank: 88

SBIO

SBIO Risk / Return Rank: 96
SBIO Sharpe Ratio Rank: 97
SBIO Sortino Ratio Rank: 97
SBIO Omega Ratio Rank: 94
SBIO Calmar Ratio Rank: 98
SBIO Martin Ratio Rank: 97

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.

IDNA vs. SBIO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) 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.

	IDNA	SBIO	Difference
Sharpe ratio Return per unit of total volatility	1.75	2.92	-1.17
Sortino ratio Return per unit of downside risk	2.40	3.57	-1.18
Omega ratio Gain probability vs. loss probability	1.29	1.45	-0.16
Calmar ratio Return relative to maximum drawdown	3.66	5.66	-2.00
Martin ratio Return relative to average drawdown	11.65	19.94	-8.29
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IDNA vs. SBIO - Sharpe Ratio Comparison

The current IDNA Sharpe Ratio is 1.75, which is lower than the SBIO Sharpe Ratio of 2.92. The chart below compares the historical Sharpe Ratios of IDNA and SBIO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	IDNA	SBIO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.75	2.92	-1.17
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.28	0.05	-0.33
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.29	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.11	0.23	-0.12

Correlation

The correlation between IDNA and SBIO is 0.85, 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.

Dividends

IDNA vs. SBIO - Dividend Comparison

IDNA's dividend yield for the trailing twelve months is around 1.06%, while SBIO has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
IDNA iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund	1.06%	1.18%	0.98%	1.04%	0.54%	0.70%	0.26%	0.80%	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%

Drawdowns

IDNA vs. SBIO - Drawdown Comparison

The maximum IDNA drawdown since its inception was -68.26%, which is greater than SBIO's maximum drawdown of -63.06%. Use the drawdown chart below to compare losses from any high point for IDNA and SBIO.

Drawdown Indicators

	IDNA	SBIO	Difference
Max Drawdown Largest peak-to-trough decline	-68.26%	-63.06%	-5.20%
Max Drawdown (1Y) Largest decline over 1 year	-12.11%	-15.08%	+2.97%
Max Drawdown (5Y) Largest decline over 5 years	-68.26%	-53.67%	-14.59%
Max Drawdown (10Y) Largest decline over 10 years	—	-63.06%	—
Current Drawdown Current decline from peak	-45.05%	-13.79%	-31.26%
Average Drawdown Average peak-to-trough decline	-36.05%	-28.70%	-7.35%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.81%	4.28%	-0.47%

Volatility

IDNA vs. SBIO - Volatility Comparison

The current volatility for iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) is 9.54%, while ALPS Medical Breakthroughs ETF (SBIO) has a volatility of 12.61%. This indicates that IDNA 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.

Volatility by Period

	IDNA	SBIO	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.54%	12.61%	-3.07%
Volatility (6M) Calculated over the trailing 6-month period	18.22%	22.09%	-3.87%
Volatility (1Y) Calculated over the trailing 1-year period	27.75%	33.43%	-5.68%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.53%	33.55%	-5.02%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.68%	33.34%	-3.66%