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SBAR vs BCFN

Simplify Barrier Income ETF vs Baron Financials ETF

SBAR

Simplify Barrier Income ETF

Simplify Asset Management

Annual cost

0.75%

Fund size

$291M

BCFN

Baron Financials ETF

Baron Capital Group, Inc.

Annual cost

0.80%

Fund size

$48M

Key differences

  • SBAR costs 0.05% less per year.
  • SBAR is significantly larger than BCFN — larger funds tend to be more liquid and less likely to close.
  • SBAR is classified as alternative, while BCFN is equity — different risk/return profiles.
  • SBAR follows a option income strategy; BCFN uses index tracking.
  • BCFN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SBARBCFN
Annual cost (TER)0.75%0.80%
Fund size (AUM)$291M$48M
Since20252019
Dividend yield12.88%0.00%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeindex tracking
CAGR 1Y+13.2%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.49%
Max drawdown-5.32%-20.95%

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

Similar to SBAR and BCFN