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FXED vs SBAR

Sound Enhanced Fixed Income ETF vs Simplify Barrier Income ETF

FXED

Sound Enhanced Fixed Income ETF

Annual cost

1.89%

Fund size

$40M

SBAR

Simplify Barrier Income ETF

Annual cost

0.75%

Fund size

$343M

Key differences

FXED is a fixed income ETF, while SBAR is an alternative ETF. FXED charges 1.89% a year and SBAR 0.75%.

  • FXED is a fixed income fund, while SBAR is an alternative fund. They carry different risk/return profiles.
  • FXED follows a active selection strategy; SBAR uses option income.
  • SBAR costs 1.14% less per year.
  • SBAR is much larger than FXED. Larger funds are usually more liquid and less likely to close.
  • FXED has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FXEDSBAR
Annual cost (TER)1.89%0.75%
Fund size (AUM)$40M$343M
Since20202025
Dividend yield7.10%12.70%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+4.5%+12.2%
CAGR 3Y+6.6%N/A
CAGR 5Y+2.3%N/A
Sharpe 3Y0.38N/A
Volatility 1Y6.85%8.94%
Max drawdown-20.07%-5.32%

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

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