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CRDT vs SBAR

Simplify Opportunistic Income ETF vs Simplify Barrier Income ETF

CRDT

Simplify Opportunistic Income ETF

Simplify Asset Management

Annual cost

0.99%

Fund size

$38M

SBAR

Simplify Barrier Income ETF

Simplify Asset Management

Annual cost

0.75%

Fund size

$291M

Key differences

  • SBAR costs 0.24% less per year.
  • SBAR is significantly larger than CRDT — larger funds tend to be more liquid and less likely to close.
  • CRDT is classified as fixed income, while SBAR is alternative — different risk/return profiles.
  • CRDT follows a active selection strategy; SBAR uses option income.

Side-by-side comparison

CRDTSBAR
Annual cost (TER)0.99%0.75%
Fund size (AUM)$38M$291M
Since20232025
Dividend yield6.51%12.88%
Asset classfixed incomealternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y-0.0%+13.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y8.48%9.58%
Max drawdown-9.80%-5.32%

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

Similar to CRDT and SBAR