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FORH vs SBAR

Formidable ETF vs Simplify Barrier Income ETF

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

SBAR

Simplify Barrier Income ETF

Annual cost

0.75%

Fund size

$343M

Key differences

Both FORH and SBAR are alternative ETFs. FORH charges 1.19% a year and SBAR 0.75%. The main difference: SBAR costs 0.44% less per year.

  • SBAR costs 0.44% less per year.
  • SBAR is much larger than FORH. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FORHSBAR
Annual cost (TER)1.19%0.75%
Fund size (AUM)$20M$343M
Since20212025
Dividend yield1.73%12.70%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+9.5%+12.2%
CAGR 3Y+3.3%N/A
CAGR 5Y+0.9%N/A
Sharpe 3Y0.06N/A
Volatility 1Y16.05%8.94%
Max drawdown-20.73%-5.32%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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