Skip to content
Beacon
Screener

MTBA vs SBAR

Simplify MBS ETF vs Simplify Barrier Income ETF

MTBA

Simplify MBS ETF

Simplify Asset Management

Annual cost

0.15%

Fund size

$1.7B

SBAR

Simplify Barrier Income ETF

Simplify Asset Management

Annual cost

0.75%

Fund size

$291M

Key differences

  • MTBA costs 0.60% less per year.
  • MTBA is significantly larger than SBAR — larger funds tend to be more liquid and less likely to close.
  • MTBA follows a multi strategy strategy; SBAR uses option income.

Side-by-side comparison

MTBASBAR
Annual cost (TER)0.15%0.75%
Fund size (AUM)$1.7B$291M
Since20232025
Dividend yield5.53%12.88%
Asset classalternativealternative
Regionnorth americanorth america
Strategymulti strategyoption income
CAGR 1Y+5.5%+13.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.11%9.58%
Max drawdown-3.48%-5.32%

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

Similar to MTBA and SBAR