SBIO vs. EQL
Compare and contrast key facts about ALPS Medical Breakthroughs ETF (SBIO) and Alps Equal Sector Weight ETF (EQL).
SBIO and EQL 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. EQL is a passively managed fund by SS&C that tracks the performance of the NYSE Select Sector Equal Weight Index. It was launched on Jul 7, 2009. Both SBIO and EQL 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
SBIO vs. EQL - Performance Comparison
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SBIO vs. EQL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
EQL Alps Equal Sector Weight ETF | 3.18% | 13.09% | 16.44% | 16.87% | -10.72% | 29.32% | 10.87% | 27.87% | -6.12% | 18.37% |
Returns By Period
The year-to-date returns for both stocks are quite close, with SBIO having a 3.20% return and EQL slightly lower at 3.18%. Over the past 10 years, SBIO has underperformed EQL with an annualized return of 9.75%, while EQL has yielded a comparatively higher 12.17% 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%
EQL
- 1D
- 0.23%
- 1M
- -4.16%
- YTD
- 3.18%
- 6M
- 4.20%
- 1Y
- 15.32%
- 3Y*
- 14.94%
- 5Y*
- 10.72%
- 10Y*
- 12.17%
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SBIO vs. EQL - Expense Ratio Comparison
SBIO has a 0.50% expense ratio, which is higher than EQL's 0.28% expense ratio.
Return for Risk
SBIO vs. EQL — Risk / Return Rank
SBIO
EQL
SBIO vs. EQL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Medical Breakthroughs ETF (SBIO) and Alps Equal Sector Weight ETF (EQL). 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.
| SBIO | EQL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.92 | 1.03 | +1.89 |
Sortino ratioReturn per unit of downside risk | 3.57 | 1.50 | +2.08 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.23 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 5.66 | 1.31 | +4.35 |
Martin ratioReturn relative to average drawdown | 19.94 | 6.43 | +13.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SBIO | EQL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.92 | 1.03 | +1.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.74 | -0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.74 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.84 | -0.61 |
Correlation
The correlation between SBIO and EQL is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SBIO vs. EQL - Dividend Comparison
SBIO has not paid dividends to shareholders, while EQL's dividend yield for the trailing twelve months is around 1.71%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
EQL Alps Equal Sector Weight ETF | 1.71% | 1.73% | 1.78% | 1.96% | 2.14% | 1.69% | 2.29% | 1.95% | 2.39% | 1.97% | 2.89% | 2.07% |
Drawdowns
SBIO vs. EQL - Drawdown Comparison
The maximum SBIO drawdown since its inception was -63.06%, which is greater than EQL's maximum drawdown of -35.65%. Use the drawdown chart below to compare losses from any high point for SBIO and EQL.
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Drawdown Indicators
| SBIO | EQL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.06% | -35.65% | -27.41% |
Max Drawdown (1Y)Largest decline over 1 year | -15.08% | -11.90% | -3.18% |
Max Drawdown (5Y)Largest decline over 5 years | -53.67% | -19.24% | -34.43% |
Max Drawdown (10Y)Largest decline over 10 years | -63.06% | -35.65% | -27.41% |
Current DrawdownCurrent decline from peak | -13.79% | -4.27% | -9.52% |
Average DrawdownAverage peak-to-trough decline | -28.70% | -3.28% | -25.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 2.42% | +1.86% |
Volatility
SBIO vs. EQL - Volatility Comparison
ALPS Medical Breakthroughs ETF (SBIO) has a higher volatility of 12.61% compared to Alps Equal Sector Weight ETF (EQL) at 3.88%. This indicates that SBIO's price experiences larger fluctuations and is considered to be riskier than EQL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBIO | EQL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.61% | 3.88% | +8.73% |
Volatility (6M)Calculated over the trailing 6-month period | 22.09% | 7.31% | +14.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.43% | 14.87% | +18.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.55% | 14.59% | +18.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.34% | 16.55% | +16.79% |