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SBIO - ETF AI Analysis
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ALPS Medical Breakthroughs ETF (SBIO)
Rating:52Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the last three months, indicating positive recent momentum.
Winning Top Holdings
Several of the largest positions, such as Structure Therapeutics, CG Oncology, and Crinetics Pharmaceuticals, have delivered strong year-to-date gains that support the fund’s results.
Focused Healthcare Exposure
The fund’s pure exposure to health care and medical breakthroughs gives investors targeted access to a specialized growth area.
Negative Factors
Single-Sector Concentration
With all assets in the health care sector, the ETF is highly exposed to downturns or regulatory changes affecting this industry.
U.S.-Only Geographic Exposure
The portfolio is fully invested in U.S. companies, offering no diversification across other countries or regions.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, which means fees could weigh on long-term returns compared with cheaper ETFs.
SBIO vs. SPDR S&P 500 ETF (SPY)
AUM133.06M
RegionNorth America
Expense Ratio0.50%
Beta1.15
IssuerALPS
Inception DateDec 31, 2014
Dividend YieldN/A
Asset ClassEquity
Index TrackedS-Network Medical Breakthroughs Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume56,303
30 Day Avg. Volume46,199
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
84.09Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering85
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SBIO Summary
SBIO is the ALPS Medical Breakthroughs ETF, which follows the S-Network Medical Breakthroughs Index and focuses on smaller U.S. biotech companies working on new drugs and treatments. It holds health care innovators like Alkermes and ACADIA Pharmaceuticals, many of which have medicines in late-stage clinical trials. Someone might invest in SBIO for the potential growth that can come if these experimental treatments succeed and become widely used. However, this ETF is concentrated in biotech, a risky area where drug trials can fail and prices can swing sharply up or down.
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
SBIO is a pure play on U.S. biotech breakthroughs, and its story is being written by a handful of fast-moving small and mid-cap names. Structure Therapeutics and CG Oncology have been rising sharply, giving the fund a strong shot of momentum, while Crinetics and Mirum add steady strength with improving trends. On the flip side, Kymera has been lagging and acting like a bit of a brake, and Celcuity’s mixed signals highlight the risks of early-stage drug developers. With everything tied to health care innovation, this is a highly concentrated bet on biotech’s next big winners.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Kymera Therapeutics | 4.36% | $5.74M | $6.50B | 123.26% | 56 Neutral | |
| Alkermes | 3.68% | $4.83M | $5.48B | -7.61% | 80 Outperform | |
| Mirum Pharmaceuticals | 3.56% | $4.68M | $5.33B | 106.04% | 56 Neutral | |
| Celcuity | 3.25% | $4.27M | $4.84B | 711.41% | 44 Neutral | |
| Amicus | 2.96% | $3.90M | $4.49B | 46.47% | 73 Outperform | |
| Structure Therapeutics, Inc. Sponsored ADR | 2.85% | $3.75M | $4.95B | 187.29% | 31 Underperform | |
| CG Oncology, Inc. | 2.79% | $3.67M | $4.15B | 80.58% | 58 Neutral | |
| Crinetics Pharmaceuticals | 2.72% | $3.58M | $4.38B | 21.27% | 61 Neutral | |
| NewAmsterdam Pharma Company | 2.64% | $3.47M | $3.93B | 73.93% | 58 Neutral | |
| ACADIA Pharmaceuticals | 2.50% | $3.29M | $3.73B | 9.93% | 75 Outperform |
SBIO Technical Analysis
Neutral
―
Price Trends
51.20
Negative
47.27
Positive
39.71
Positive
Market Momentum
-0.20
Positive
43.59
Neutral
30.64
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SBIO, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 51.66, equal to the 50-day MA of 51.20, and equal to the 200-day MA of 39.71, indicating a neutral trend. The MACD of -0.20 indicates Positive momentum. The RSI at 43.59 is Neutral, neither overbought nor oversold. The STOCH value of 30.64 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SBIO.
SBIO Peer Comparison
Comparison Results
Performance Comparison
SBIO
ALPS Medical Breakthroughs ETF
49.72
17.29
53.31%
FXH
First Trust Health Care AlphaDEX Fund
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―
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RSPH
Invesco S&P 500 Equal Weight Health Care ETF
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―
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IHF
iShares U.S. Healthcare Providers ETF
―
―
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PJP
Invesco Dynamic Pharmaceuticals ETF
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―
―
PBE
Invesco Dynamic Biotechnology & Genome 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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