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RFFC vs SBIO

ALPS Active Equity Opportunity ETF vs ALPS Medical Breakthroughs ETF

RFFC

ALPS Active Equity Opportunity ETF

Annual cost

0.48%

Fund size

$30M

SBIO

ALPS Medical Breakthroughs ETF

Annual cost

0.50%

Fund size

$162M

Key differences

Both RFFC and SBIO are equity ETFs. RFFC charges 0.48% a year and SBIO 0.50%. The main difference: RFFC follows a active selection strategy; SBIO uses index tracking.

  • RFFC follows a active selection strategy; SBIO uses index tracking.
  • SBIO is much larger than RFFC. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, RFFC has delivered higher annualized returns.

Side-by-side comparison

RFFCSBIO
Annual cost (TER)0.48%0.50%
Fund size (AUM)$30M$162M
Since20162014
Dividend yield0.72%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+26.9%+63.4%
CAGR 3Y+21.7%+18.4%
CAGR 5Y+12.2%+2.4%
Sharpe 3Y1.220.59
Volatility 1Y12.26%29.61%
Max drawdown-36.26%-63.06%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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