PortfoliosLab logoPortfoliosLab logo
SBIO vs. RIGS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SBIO vs. RIGS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ALPS Medical Breakthroughs ETF (SBIO) and RiverFront Strategic Income Fund (RIGS). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, SBIO achieves a 1.95% return, which is significantly higher than RIGS's 0.43% return. Over the past 10 years, SBIO has outperformed RIGS with an annualized return of 8.03%, while RIGS has yielded a comparatively lower 3.12% annualized return.


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%

RIGS

1D
-0.33%
1M
-0.35%
YTD
0.43%
6M
0.31%
1Y
3.35%
3Y*
4.57%
5Y*
2.07%
10Y*
3.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SBIO vs. RIGS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SBIO
ALPS Medical Breakthroughs ETF
1.95%55.07%3.81%8.68%-28.08%-17.55%21.17%50.30%-11.81%45.67%
RIGS
RiverFront Strategic Income Fund
0.43%4.63%4.45%6.07%-5.72%1.93%3.58%7.60%-0.11%4.48%

Correlation

The correlation between SBIO and RIGS is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.17

Correlation (3Y)
Calculated over the trailing 3-year period

0.18

Correlation (5Y)
Calculated over the trailing 5-year period

0.22

Correlation (10Y)
Calculated over the trailing 10-year period

0.23

Correlation (All Time)
Calculated using the full available price history since Jan 2, 2015

0.22

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

SBIO vs. RIGS — Risk / Return Rank

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

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

RIGS
RIGS Risk / Return Rank: 1616
Overall Rank
RIGS Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
RIGS Sortino Ratio Rank: 1414
Sortino Ratio Rank
RIGS Omega Ratio Rank: 1515
Omega Ratio Rank
RIGS Calmar Ratio Rank: 1818
Calmar Ratio Rank
RIGS Martin Ratio Rank: 1818
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. RIGS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ALPS Medical Breakthroughs ETF (SBIO) and RiverFront Strategic Income Fund (RIGS). 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.


SBIORIGSDifference
Sharpe ratioReturn per unit of total volatility

+1.99

Sortino ratioReturn per unit of downside risk

+2.65

Omega ratioGain probability vs. loss probability

1.38

1.08

+0.30

Calmar ratioReturn relative to maximum drawdown

5.47

0.74

+4.73

Martin ratioReturn relative to average drawdown

16.23

1.76

+14.47

SBIO vs. RIGS - Sharpe Ratio Comparison

The current SBIO Sharpe Ratio is 2.35, which is higher than the RIGS Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of SBIO and RIGS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


SBIORIGSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.35

0.36

+1.99

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.09

0.28

-0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.24

0.40

-0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.45

-0.23

Drawdowns

SBIO vs. RIGS - Drawdown Comparison

The maximum SBIO drawdown since its inception was -63.06%, which is greater than RIGS's maximum drawdown of -15.31%. Use the drawdown chart below to compare losses from any high point for SBIO and RIGS.


Loading charts...

Drawdown Indicators


SBIORIGSDifference

Max Drawdown

Largest peak-to-trough decline

-63.06%

-15.31%

-47.75%

Max Drawdown (1Y)

Largest decline over 1 year

-12.66%

-4.55%

-8.11%

Max Drawdown (3Y)

Largest decline over 3 years

-42.44%

-5.18%

-37.26%

Max Drawdown (5Y)

Largest decline over 5 years

-53.10%

-9.03%

-44.07%

Max Drawdown (10Y)

Largest decline over 10 years

-63.06%

-15.31%

-47.75%

Current Drawdown

Current decline from peak

-14.84%

-2.00%

-12.84%

Average Drawdown

Average peak-to-trough decline

-28.44%

-1.60%

-26.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.26%

1.91%

+2.35%

Volatility

SBIO vs. RIGS - Volatility Comparison

ALPS Medical Breakthroughs ETF (SBIO) has a higher volatility of 9.85% compared to RiverFront Strategic Income Fund (RIGS) at 1.36%. This indicates that SBIO's price experiences larger fluctuations and is considered to be riskier than RIGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


SBIORIGSDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.85%

1.36%

+8.49%

Volatility (6M)

Calculated over the trailing 6-month period

22.76%

4.75%

+18.01%

Volatility (1Y)

Calculated over the trailing 1-year period

29.40%

9.33%

+20.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.57%

7.50%

+26.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.18%

7.75%

+25.43%

SBIO vs. RIGS - Expense Ratio Comparison

SBIO has a 0.50% expense ratio, which is higher than RIGS's 0.48% expense ratio.


Dividends

SBIO vs. RIGS - Dividend Comparison

SBIO has not paid dividends to shareholders, while RIGS's dividend yield for the trailing twelve months is around 4.89%.


PositionTTM20252024202320222021202020192018201720162015
RIGS
RiverFront Strategic Income Fund
4.89%4.84%4.49%3.48%2.71%2.47%3.77%3.87%4.54%4.45%4.46%3.61%
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%

Frequently Asked Questions


SBIO and RIGS have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SBIO has higher volatility (9.85%) compared to RIGS (1.36%). In terms of maximum drawdown, SBIO dropped -63.06% vs RIGS's -15.31%.

On 10-year performance, SBIO leads with 8.03% vs 3.12% for RIGS. On fees, RIGS is cheaper at 0.48% per year. On volatility, RIGS has been the lower-risk option at 1.36%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, SBIO has performed better with a 8.03% return vs 3.12%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

RIGS is cheaper with a 0.48% expense ratio, compared with 0.50% for SBIO.

RIGS has the higher dividend yield at 4.89%, compared with 0.00% for SBIO.

SBIO is categorized as Health & Biotech Equities, while RIGS is High Yield Bonds. Their fees differ too: 0.50% for SBIO and 0.48% for RIGS.

SBIO currently has the higher Sharpe Ratio (2.35 vs 0.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for SBIO and RIGS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer