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SBIO vs SPY

Comparison between ALPS MEDICAL BREAKTHROUGHS ETF (SBIO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SBIO, delivering a return of +13.0% compared to +7.3%

SBIO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SBIO
$190M
Winner
SPY
$781B
Expense Ratio
SBIO
0.50%
Winner
SPY
0.09%
Max Drawdown
SBIO
63.06%
Winner
SPY
56.47%
Sharpe Ratio
Winner
SBIO
2.26
SPY
1.25
5Y Beta
SBIO
1.01
Winner
SPY
1.00
P/E Ratio
Winner
SBIO
-5.74
SPY
28.78
Forward P/E
SBIO
N/A
SPY
21.23
5Y Dividends CAGR
Winner
SBIO
9.24%
SPY
6.00%
5Y EPS CAGR
SBIO
N/A
SPY
25.62%
Debt to Equity
Winner
SBIO
0.42%
SPY
31.92%
P/S Ratio
SBIO
8.00
Winner
SPY
3.76
P/B Ratio
Winner
SBIO
4.14
SPY
5.64

SBIO vs SPY - Holdings Comparison

SBIO and SPY have 1 common holdings. Overlap is 0.00%

SBIO's top 25 holdings weight is 56.86%. SPY's top 25 holdings weight is 51.74%.

RankSBIOSPY
#1
CRINETICS PHARMACEUTICALS INC (CRNX) - 4.38%
NVIDIA CORP (NVDA) - 7.89%
#2
APOGEE THERAPEUTICS INC (APGE) - 4.11%
APPLE INC (AAPL) - 7.37%
#3
XENON PHARMACEUTICALS INC (XENE) - 3.41%
MICROSOFT CORP (MSFT) - 4.50%
#4
CG ONCOLOGY INC (CGON) - 3.22%
AMAZON.COM INC (AMZN) - 3.82%
#5
DIANTHUS THERAPEUTICS INC (DNTH) - 2.72%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 2.70%
BROADCOM INC (AVGO) - 2.86%
#7
ORUKA THERAPEUTICS INC (ORKA) - 2.65%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
n/a (DFTX) - 2.63%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
VERADERMICS INC (MANE) - 2.59%
TESLA INC (TSLA) - 1.70%
#10
EDGEWISE THERAPEUTICS INC (EWTX) - 2.59%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ACADIA PHARMACEUTICALS INC (ACAD) - 2.25%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
RELAY THERAPEUTICS INC ORDINARY SHARES (RLAY) - 2.25%
ELI LILLY AND CO (LLY) - 1.40%
#13
DENALI THERAPEUTICS INC (DNLI) - 2.15%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
NEWAMSTERDAM PHARMA CO NV (NAMS) - 2.09%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
DYNE THERAPEUTICS INC ORDINARY SHARES (DYN) - 2.00%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
STRUCTURE THERAPEUTICS INC ADR (GPCR) - 1.95%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
IDEAYA BIOSCIENCES INC (IDYA) - 1.63%
VISA INC CLASS A (V) - 0.90%
#18
MBX BIOSCIENCES INC (MBX) - 1.55%
WALMART INC (WMT) - 0.76%
#19
VERA THERAPEUTICS INC CLASS A (VERA) - 1.52%
INTEL CORP (INTC) - 0.75%
#20
CELLDEX THERAPEUTICS INC (CLDX) - 1.52%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
DISC MEDICINE INC ORDINARY SHARES (IRON) - 1.50%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
n/a (TARS) - 1.37%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
BIOCRYST PHARMACEUTICALS INC (BCRX) - 1.36%
ABBVIE INC (ABBV) - 0.66%
#24
KAILERA THERAPEUTICS INC (KLRA) - 1.36%
CATERPILLAR INC (CAT) - 0.65%
#25
IMMUNOME INC ORDINARY SHARES (IMNM) - 1.36%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings107505

SBIO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SBIO
+10.77%
SPY
+0.52%
3M
Winner
SBIO
+16.31%
SPY
+6.55%
6M
Winner
SBIO
+22.65%
SPY
+9.76%
1Y
Winner
SBIO
+99.16%
SPY
+20.32%
5Y(CAGR)
SBIO
+7.32%
Winner
SPY
+13.01%
10Y(CAGR)
SBIO
+11.27%
Winner
SPY
+15.06%
Max(CAGR)
Winner
SBIO
+9.47%
SPY
+8.50%

SBIO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSBIOSPY
2026+29.55%+10.11%
2025+53.69%+18.00%
2024+4.25%+25.59%
2023+11.05%+26.72%
2022-30.19%-18.64%
2021-17.90%+30.52%
2020+23.09%+17.28%
2019+47.58%+31.09%
2018-13.24%-5.24%
2017+44.12%+20.78%
2016-25.20%+13.59%
2015+26.42%+1.31%
2014+0.00%+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SBIO vs SPY Drawdown Comparison

The maximum drawdown for SBIO was -63.06%, occurring on Oct 27, 2023. Recovery took 1350 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SBIO drawdown is -5.74%. The current SPY drawdown is -1.24%.

RankSBIOSPY
#1-63.06%
Feb 8, 2021 - Jun 25, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-49.69%
Jul 17, 2015 - Jun 6, 2018		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-39.30%
Dec 24, 2019 - Jun 23, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-32.42%
Sep 28, 2018 - Nov 25, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.78%
Apr 23, 2015 - May 20, 2015		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.03%
Jun 23, 2020 - Oct 7, 2020		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-11.31%
Mar 19, 2015 - Apr 13, 2015		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.98%
Jul 9, 2026 - Jul 16, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.72%
Jun 6, 2018 - Sep 28, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.30%
Jan 27, 2015 - Feb 17, 2015		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.29%
Jun 22, 2015 - Jul 13, 2015		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.19%
Dec 22, 2020 - Jan 7, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.88%
Oct 13, 2020 - Oct 27, 2020		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.81%
Jan 14, 2015 - Jan 20, 2015		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.39%
Oct 27, 2020 - Nov 4, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SBIO and SPY is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60
-101

Dividend Comparison (1999 - 2026)

SBIO vs SPY dividend yield comparison.

YearSBIOSPY
20260.00%0.49%
20250.00%1.07%
20243.55%1.21%
20230.22%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.04%1.75%
20182.79%2.04%
20171.77%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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