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SBIO vs. ARKG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SBIO vs. ARKG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ALPS Medical Breakthroughs ETF (SBIO) and ARK Genomic Revolution Multi-Sector ETF (ARKG). The values are adjusted to include any dividend payments, if applicable.

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SBIO vs. ARKG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SBIO
ALPS Medical Breakthroughs ETF
3.20%55.07%3.81%8.68%-28.08%-17.55%21.17%50.30%-11.81%45.67%
ARKG
ARK Genomic Revolution Multi-Sector ETF
-6.49%23.04%-28.24%16.22%-53.90%-33.92%180.40%44.00%-1.26%46.61%

Returns By Period

In the year-to-date period, SBIO achieves a 3.20% return, which is significantly higher than ARKG's -6.49% return. Over the past 10 years, SBIO has outperformed ARKG with an annualized return of 9.75%, while ARKG has yielded a comparatively lower 4.95% annualized return.


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%

ARKG

1D
2.54%
1M
-9.43%
YTD
-6.49%
6M
-6.10%
1Y
34.11%
3Y*
-3.42%
5Y*
-21.16%
10Y*
4.95%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SBIO vs. ARKG - Expense Ratio Comparison

SBIO has a 0.50% expense ratio, which is lower than ARKG's 0.75% expense ratio.


Return for Risk

SBIO vs. ARKG — Risk / Return Rank

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

SBIO
SBIO Risk / Return Rank: 9696
Overall Rank
SBIO Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
SBIO Sortino Ratio Rank: 9797
Sortino Ratio Rank
SBIO Omega Ratio Rank: 9494
Omega Ratio Rank
SBIO Calmar Ratio Rank: 9898
Calmar Ratio Rank
SBIO Martin Ratio Rank: 9797
Martin Ratio Rank

ARKG
ARKG Risk / Return Rank: 4040
Overall Rank
ARKG Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
ARKG Sortino Ratio Rank: 4949
Sortino Ratio Rank
ARKG Omega Ratio Rank: 3737
Omega Ratio Rank
ARKG Calmar Ratio Rank: 4141
Calmar Ratio Rank
ARKG Martin Ratio Rank: 3333
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.

SBIO vs. ARKG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ALPS Medical Breakthroughs ETF (SBIO) and ARK Genomic Revolution Multi-Sector ETF (ARKG). 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.


SBIOARKGDifference

Sharpe ratio

Return per unit of total volatility

2.92

0.77

+2.16

Sortino ratio

Return per unit of downside risk

3.57

1.38

+2.20

Omega ratio

Gain probability vs. loss probability

1.45

1.16

+0.29

Calmar ratio

Return relative to maximum drawdown

5.66

1.11

+4.55

Martin ratio

Return relative to average drawdown

19.94

2.98

+16.96

SBIO vs. ARKG - Sharpe Ratio Comparison

The current SBIO Sharpe Ratio is 2.92, which is higher than the ARKG Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of SBIO and ARKG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SBIOARKGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.92

0.77

+2.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.05

-0.47

+0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

0.12

+0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.08

+0.15

Correlation

The correlation between SBIO and ARKG is 0.78, 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

SBIO vs. ARKG - Dividend Comparison

Neither SBIO nor ARKG has paid dividends to shareholders.


TTM202520242023202220212020201920182017
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%
ARKG
ARK Genomic Revolution Multi-Sector ETF
0.00%0.00%0.00%0.00%0.00%0.62%0.85%3.14%0.82%1.34%

Drawdowns

SBIO vs. ARKG - Drawdown Comparison

The maximum SBIO drawdown since its inception was -63.06%, smaller than the maximum ARKG drawdown of -83.59%. Use the drawdown chart below to compare losses from any high point for SBIO and ARKG.


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Drawdown Indicators


SBIOARKGDifference

Max Drawdown

Largest peak-to-trough decline

-63.06%

-83.59%

+20.53%

Max Drawdown (1Y)

Largest decline over 1 year

-15.08%

-27.51%

+12.43%

Max Drawdown (5Y)

Largest decline over 5 years

-53.67%

-80.18%

+26.51%

Max Drawdown (10Y)

Largest decline over 10 years

-63.06%

-83.59%

+20.53%

Current Drawdown

Current decline from peak

-13.79%

-75.76%

+61.97%

Average Drawdown

Average peak-to-trough decline

-28.70%

-35.32%

+6.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.28%

10.24%

-5.96%

Volatility

SBIO vs. ARKG - Volatility Comparison

The current volatility for ALPS Medical Breakthroughs ETF (SBIO) is 12.61%, while ARK Genomic Revolution Multi-Sector ETF (ARKG) has a volatility of 13.41%. This indicates that SBIO experiences smaller price fluctuations and is considered to be less risky than ARKG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SBIOARKGDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.61%

13.41%

-0.80%

Volatility (6M)

Calculated over the trailing 6-month period

22.09%

31.90%

-9.81%

Volatility (1Y)

Calculated over the trailing 1-year period

33.43%

44.84%

-11.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.55%

45.39%

-11.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.34%

40.94%

-7.60%