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SBIOALPS Medical Breakthroughs ETF

Grow my money11y track recordRanked #1,064 of 2,998 in this goal

Seeks investment results that correspond to the performance of the S-Network Medical Breakthroughs Index.

By ALPS · Launched 2014

Annual Cost

0.50%

#2,668 of 5,861 · average

Fund Size

$190M

#2,398 of 5,861 · mid-size

Return (1Y)Goal

+92.2%

Track Record

11 years

#1,241 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$17,845+78.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Smid

Strategy

Index tracking

Focus

Biotech & Genomics

Index tracked

S-Network Medical Breakthroughs Index

What it actually holds

By weight

Concentration

Top 10 holdings = 30.5% of fundwell diversified

Kymera Therapeutics Inc
4.7%
Celcuity Inc
3.3%
Alkermes Plc
3.2%
Cg Oncology Inc
3.1%
Mirum Pharmaceuticals Inc
3.1%
Amicus Therapeutics Inc
2.9%
Acadia Pharmaceuticals Inc
2.7%
Newamsterdam Pharma Co Nv
2.6%
Crinetics Pharmaceuticals Inc
2.5%
Apogee Therapeutics Inc
2.5%

Asset allocation

Stocks
100.0%
Cash
0.0%

By sector

Healthcare
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
31.0%High

Year-on-year price swings

Max drawdown
-63.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.84Decent risk-adjusted returns
Sortino (3Y)
1.24Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond to the performance of the S-Network Medical Breakthroughs Index.
Strategy
Employs a passive management approach designed to track small and mid-cap biotechnology stocks listed on U.S. exchanges, with market capitalizations between $200 million and $5 billion. Invests at least 80% of net assets in securities that comprise the Underlying Index.
Inception date
December 30, 2014
Fund family
ALPS

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Data updated on 2026-08-04