Special Opportunities Fund (NYSE:SPE) versus VanEck Biotech ETF (NASDAQ:BBH) Head-To-Head Analysis

VanEck Biotech ETF (NASDAQ:BBH) and Special Opportunities Fund (NYSE:SPE) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, profitability, valuation, earnings, dividends and risk.

Valuation & Earnings

This table compares VanEck Biotech ETF and Special Opportunities Fund”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
VanEck Biotech ETF	N/A	N/A	N/A	N/A	N/A
Special Opportunities Fund	$22.06 million	6.94	N/A	N/A	N/A

Profitability

This table compares VanEck Biotech ETF and Special Opportunities Fund’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
VanEck Biotech ETF	N/A	N/A	N/A
Special Opportunities Fund	N/A	N/A	N/A

Dividends

VanEck Biotech ETF pays an annual dividend of $1.25 per share and has a dividend yield of 0.7%. Special Opportunities Fund pays an annual dividend of $1.53 per share and has a dividend yield of 10.6%.

Risk and Volatility

VanEck Biotech ETF has a beta of 0.71, suggesting that its share price is 29% less volatile than the S&P 500. Comparatively, Special Opportunities Fund has a beta of 0.78, suggesting that its share price is 22% less volatile than the S&P 500.

Institutional and Insider Ownership

32.0% of VanEck Biotech ETF shares are owned by institutional investors. Comparatively, 35.6% of Special Opportunities Fund shares are owned by institutional investors. 1.1% of Special Opportunities Fund shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Analyst Ratings

This is a summary of current ratings and target prices for VanEck Biotech ETF and Special Opportunities Fund, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
VanEck Biotech ETF	0	4	3	0	2.70
Special Opportunities Fund	0	0	0	0	0.00

VanEck Biotech ETF currently has a consensus price target of $185.61, indicating a potential upside of 0.00%. Given VanEck Biotech ETF’s stronger consensus rating and higher possible upside, research analysts plainly believe VanEck Biotech ETF is more favorable than Special Opportunities Fund.

Summary

Special Opportunities Fund beats VanEck Biotech ETF on 5 of the 8 factors compared between the two stocks.

About VanEck Biotech ETF

The BIOTECH HOLDING COMPANY DEPOSITARY RECEIPTS or HOLDRS TRUST was formed under the depositary trust agreement, among The Bank of New York, as trustee, Merrill Lynch, Pierce, Fenner & Smith Incorporated, other depositors and the owners of the Biotech HOLDRS. The trust currently holds shares of common stock or American depositary shares issued by a group of companies that were, at the time of the initial offering, generally considered to be involved in various segments of thebiotechnology industry.

About Special Opportunities Fund

Special Opportunities Fund, Inc. is a close-ended balanced fund of funds launched and managed by Bulldog Investors, LLC. It invests in close-ended funds investing in public equity and fixed income markets. The fund employs a combination of value, opportunistic and special situations strategies to make its investments. It benchmarks the performance of its portfolio against the S&P 500 Index. The fund was previously known as Insured Municipal Income Fund, Inc. Special Opportunities Fund, Inc. was formed on February 18, 1993 and is domiciled in the United States.