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SBIO - AI Analysis
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ALPS Medical Breakthroughs ETF (SBIO)
Rating:54Neutral
Price Target:
$44.00
Positive Factors
Strong Top Holdings
Several top holdings, such as Merus and Metsera, have delivered strong year-to-date performance, driving the ETF’s overall gains.
Focused Sector Exposure
The ETF is heavily concentrated in the health care sector, which has shown resilience and growth potential in recent periods.
Healthy Year-to-Date Performance
The fund has delivered strong year-to-date returns, indicating positive momentum in its portfolio.
Negative Factors
High Sector Concentration
With nearly all assets in the health care sector, the ETF is vulnerable to industry-specific risks.
Limited Geographic Diversification
The fund is almost entirely focused on U.S.-based companies, offering little exposure to international markets.
Mixed Performance Among Holdings
Some holdings, like Vaxcyte, have underperformed, which could weigh on the ETF’s future returns.
SBIO vs. SPDR S&P 500 ETF (SPY)
AUM78.50M
RegionNorth America
Expense Ratio0.50%
Beta1.25
IssuerALPS
Inception DateDec 31, 2014
Dividend Yield2.66%
Asset ClassEquity
Index TrackedS-Network Medical Breakthroughs Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume74,765
30 Day Avg. Volume23,772
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
67.89Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering101
SBIO Summary
The ALPS Medical Breakthroughs ETF (SBIO) is an investment fund focused on small to mid-sized biotechnology companies in the health care sector. It includes firms developing cutting-edge treatments, with many having drugs in advanced clinical trials. Some of its top holdings are Rhythm Pharmaceuticals and Avidity Biosciences, which are working on innovative therapies. This ETF could appeal to investors looking for growth opportunities in medical innovation. However, it’s important to note that the ETF is heavily tied to the biotech industry, which can be volatile and influenced by the success or failure of clinical trials.
How much will it cost me?The ALPS Medical Breakthroughs ETF (SBIO) has an expense ratio of 0.50%, meaning you’ll pay $5 per year for every $1,000 invested. This is slightly higher than average because it’s actively managed and focuses on specialized biotechnology companies, which require more research and expertise to manage effectively.
What would affect this ETF?The ALPS Medical Breakthroughs ETF (SBIO) could benefit from increased demand for innovative health care solutions and advancements in biotechnology, especially as its holdings focus on companies developing groundbreaking treatments in clinical trials. However, the ETF may face challenges from regulatory hurdles, high research and development costs, or broader economic pressures that could impact small to mid-cap biotech firms. Changes in interest rates or shifts in investor sentiment toward riskier assets could also influence its performance.
SBIO Top 10 Holdings
The ALPS Medical Breakthroughs ETF (SBIO) is riding the wave of innovation in biotechnology, with standout performers like Merus and Rhythm Pharmaceuticals driving momentum thanks to bullish technical trends and promising clinical developments. However, names like Vaxcyte are holding the fund back, as bearish sentiment and financial challenges weigh on performance. The ETF is heavily concentrated in the health care sector, particularly small to mid-cap biotech firms in the U.S., making it a high-risk, high-reward play for investors seeking exposure to cutting-edge medical advancements.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Avidity Biosciences | 4.72% | $3.89M | $10.20B | 56.90% | 54 Neutral | |
| Rhythm Pharmaceuticals | 3.57% | $2.95M | $7.54B | 129.03% | 55 Neutral | |
| Cytokinetics | 3.35% | $2.76M | $7.42B | 20.31% | 49 Neutral | |
| Merus | 3.19% | $2.63M | $7.19B | 82.78% | 54 Neutral | |
| Axsome Therapeutics | 3.11% | $2.57M | $6.66B | 47.77% | 57 Neutral | |
| Nuvalent | 2.99% | $2.46M | $7.30B | 11.33% | 43 Neutral | |
| Vaxcyte | 2.60% | $2.14M | $5.79B | -57.78% | 50 Neutral | |
| Metsera, Inc. | 2.50% | $2.06M | $5.52B | ― | 40 Underperform | |
| Arrowhead Pharmaceuticals | 2.46% | $2.03M | $5.47B | 97.95% | 58 Neutral | |
| Krystal Biotech | 2.42% | $1.99M | $5.49B | 7.62% | 78 Outperform |
SBIO Technical Analysis
Positive
―
Price Trends
38.55
Positive
35.36
Positive
32.58
Positive
Market Momentum
1.61
Negative
71.39
Negative
91.54
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SBIO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 41.89, equal to the 50-day MA of 38.55, and equal to the 200-day MA of 32.58, indicating a bullish trend. The MACD of 1.61 indicates Negative momentum. The RSI at 71.39 is Negative, neither overbought nor oversold. The STOCH value of 91.54 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SBIO.
SBIO Peer Comparison
Comparison Results
Performance Comparison
SBIO
ALPS Medical Breakthroughs ETF
44.22
7.13
19.22%
XHS
SPDR S&P Health Care Services ETF
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LFSC
F/M Emerald Life Sciences Innovation ETF
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IBBQ
Invesco Nasdaq Biotechnology ETF
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BBP
Virtus LifeSci Biotech Products ETF
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BBC
Virtus LifeSci Biotech Clinical Trials ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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