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SBIO vs RFFC

ALPS Medical Breakthroughs ETF vs ALPS Active Equity Opportunity ETF

SBIO

ALPS Medical Breakthroughs ETF

Annual cost

0.50%

Fund size

$162M

RFFC

ALPS Active Equity Opportunity ETF

Annual cost

0.48%

Fund size

$30M

Key differences

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

  • SBIO follows a index tracking strategy; RFFC uses active selection.
  • 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

SBIORFFC
Annual cost (TER)0.50%0.48%
Fund size (AUM)$162M$30M
Since20142016
Dividend yield0.00%0.72%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+63.4%+26.9%
CAGR 3Y+18.4%+21.7%
CAGR 5Y+2.4%+12.2%
Sharpe 3Y0.591.22
Volatility 1Y29.61%12.26%
Max drawdown-63.06%-36.26%

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

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