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CEFS vs SBAR

Saba Closed-End Funds ETF vs Simplify Barrier Income ETF

CEFS

Saba Closed-End Funds ETF

SABA ETF

Annual cost

2.61%

Fund size

$402M

SBAR

Simplify Barrier Income ETF

Simplify Asset Management

Annual cost

0.75%

Fund size

$291M

Key differences

  • SBAR costs 1.86% less per year.
  • CEFS follows a active selection strategy; SBAR uses option income.
  • CEFS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CEFSSBAR
Annual cost (TER)2.61%0.75%
Fund size (AUM)$402M$291M
Since20172025
Dividend yield6.24%12.88%
Asset classalternativealternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+24.3%+13.1%
CAGR 3Y+21.5%N/A
CAGR 5Y+13.7%N/A
Sharpe 3Y1.39N/A
Volatility 1Y9.92%9.58%
Max drawdown-38.99%-5.32%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CEFS and SBAR