SBIO vs. BBC
Compare and contrast key facts about ALPS Medical Breakthroughs ETF (SBIO) and Virtus LifeSci Biotech Clinical Trials ETF (BBC).
SBIO and BBC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. BBC is a passively managed fund by Virtus Investment Partners that tracks the performance of the LifeSci Biotechnology Clinical Trials Index. It was launched on Dec 16, 2014. Both SBIO and BBC 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: SBIO or BBC.
Key characteristics
| SBIO | BBC | |
|---|---|---|
| YTD Return | 27.70% | 26.98% |
| 1Y Return | 78.33% | 78.16% |
| 3Y Return (Ann) | -3.88% | -12.52% |
| 5Y Return (Ann) | 3.30% | 2.20% |
| Sharpe Ratio | 2.33 | 1.99 |
| Sortino Ratio | 3.05 | 2.60 |
| Omega Ratio | 1.36 | 1.30 |
| Calmar Ratio | 1.09 | 0.95 |
| Martin Ratio | 8.43 | 6.48 |
| Ulcer Index | 8.12% | 10.56% |
| Daily Std Dev | 29.37% | 34.37% |
| Max Drawdown | -63.06% | -72.73% |
| Current Drawdown | -33.74% | -49.68% |
Correlation
The correlation between SBIO and BBC is 0.94, 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
SBIO vs. BBC - Performance Comparison
The year-to-date returns for both stocks are quite close, with SBIO having a 27.70% return and BBC slightly lower at 26.98%. 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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SBIO vs. BBC - Expense Ratio Comparison
SBIO has a 0.50% expense ratio, which is lower than BBC's 0.79% expense ratio.
Risk-Adjusted Performance
SBIO vs. BBC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Medical Breakthroughs ETF (SBIO) and Virtus LifeSci Biotech Clinical Trials ETF (BBC). 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
SBIO vs. BBC - Dividend Comparison
SBIO's dividend yield for the trailing twelve months is around 0.17%, less than BBC's 0.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBIO ALPS Medical Breakthroughs ETF | 0.17% | 0.22% | 0.00% | 0.00% | 0.00% | 0.04% | 2.79% | 1.77% | 0.00% | 0.00% |
BBC Virtus LifeSci Biotech Clinical Trials ETF | 0.26% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.04% | 0.00% | 0.51% |
Drawdowns
SBIO vs. BBC - Drawdown Comparison
The maximum SBIO drawdown since its inception was -63.06%, smaller than the maximum BBC drawdown of -72.73%. Use the drawdown chart below to compare losses from any high point for SBIO and BBC. For additional features, visit the drawdowns tool.
Volatility
SBIO vs. BBC - Volatility Comparison
The current volatility for ALPS Medical Breakthroughs ETF (SBIO) is 7.51%, while Virtus LifeSci Biotech Clinical Trials ETF (BBC) has a volatility of 8.11%. This indicates that SBIO experiences smaller price fluctuations and is considered to be less risky than BBC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.