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SBIO - ETF AI Analysis
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ALPS Medical Breakthroughs ETF (SBIO)
Rating:54Neutral
Price Target:
$47.00
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)
AUM93.15M
RegionNorth America
Expense Ratio0.50%
Beta1.17
IssuerALPS
Inception DateDec 31, 2014
Dividend Yield2.43%
Asset ClassEquity
Index TrackedS-Network Medical Breakthroughs Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume35,021
30 Day Avg. Volume31,954
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
69.46Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering100
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 heavily concentrated in the biotechnology sector, showcasing a lineup of innovative companies focused on cutting-edge medical advancements. Avidity Biosciences and Merus are rising stars, driven by strong technical momentum, though their financial struggles temper enthusiasm. Rhythm Pharmaceuticals is lagging, with mixed technical signals and ongoing profitability challenges. Meanwhile, Vaxcyte’s bearish trend and lack of revenue are holding the fund back, despite optimism around its clinical pipeline. With a U.S.-centric portfolio, SBIO offers exposure to high-risk, high-reward biotech names that are shaping the future of health care.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Avidity Biosciences | 4.59% | $4.48M | $10.73B | 57.77% | 56 Neutral | |
| Cytokinetics | 3.48% | $3.39M | $8.22B | 33.75% | 58 Neutral | |
| Axsome Therapeutics | 3.38% | $3.29M | $7.62B | 55.08% | 55 Neutral | |
| Rhythm Pharmaceuticals | 3.21% | $3.13M | $7.11B | 77.87% | 52 Neutral | |
| Merus | 3.10% | $3.02M | $7.28B | 111.39% | 52 Neutral | |
| Nuvalent | 3.09% | $3.01M | $7.96B | 14.55% | 43 Neutral | |
| Vaxcyte | 2.74% | $2.67M | $6.45B | -46.29% | 50 Neutral | |
| PTC Therapeutics | 2.69% | $2.63M | $6.41B | 85.69% | 74 Outperform | |
| Arrowhead Pharmaceuticals | 2.64% | $2.57M | $6.12B | 135.55% | 57 Neutral | |
| Krystal Biotech | 2.63% | $2.56M | $6.23B | 10.45% | 80 Outperform |
SBIO Technical Analysis
Positive
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Price Trends
42.09
Positive
38.04
Positive
33.77
Positive
Market Momentum
1.46
Negative
72.70
Negative
78.56
Neutral
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 45.40, equal to the 50-day MA of 42.09, and equal to the 200-day MA of 33.77, indicating a bullish trend. The MACD of 1.46 indicates Negative momentum. The RSI at 72.70 is Negative, neither overbought nor oversold. The STOCH value of 78.56 is Neutral, 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
48.22
10.71
28.55%
LFSC
F/M Emerald Life Sciences Innovation ETF
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XHS
SPDR S&P Health Care Services 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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