Screener
MDIV vs SBAR
Multi-Asset Diversified Income Index Fund vs Simplify Barrier Income ETF
Key differences
- MDIV is classified as mixed asset, while SBAR is alternative — different risk/return profiles.
- MDIV follows a index tracking strategy; SBAR uses option income.
- MDIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MDIV | SBAR | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.75% |
| Fund size (AUM) | $417M | $291M |
| Since | 2012 | 2025 |
| Dividend yield | 6.13% | 12.88% |
| Asset class | mixed asset | alternative |
| Region | — | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +13.2% | +13.2% |
| CAGR 3Y | +12.1% | N/A |
| CAGR 5Y | +6.4% | N/A |
| Sharpe 3Y | 0.92 | N/A |
| Volatility 1Y | 6.71% | 9.49% |
| Max drawdown | -48.50% | -5.32% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MDIV and SBAR
Explore further