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SBAR vs AGGH

Simplify Barrier Income ETF vs Simplify Aggregate Bond ETF

SBAR

Simplify Barrier Income ETF

Simplify Asset Management

Annual cost

0.75%

Fund size

$291M

AGGH

Simplify Aggregate Bond ETF

Simplify Asset Management

Annual cost

0.30%

Fund size

$473M

Key differences

  • AGGH costs 0.45% less per year.
  • SBAR follows a option income strategy; AGGH uses multi strategy.

Side-by-side comparison

SBARAGGH
Annual cost (TER)0.75%0.30%
Fund size (AUM)$291M$473M
Since20252022
Dividend yield12.88%7.54%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomemulti strategy
CAGR 1Y+13.1%+9.8%
CAGR 3YN/A+4.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.14
Volatility 1Y9.58%7.18%
Max drawdown-5.32%-13.26%

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

Similar to SBAR and AGGH