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SBAR vs CCOR

Simplify Barrier Income ETF vs Core Alternative ETF

SBAR

Simplify Barrier Income ETF

Annual cost

0.75%

Fund size

$343M

CCOR

Core Alternative ETF

Annual cost

1.29%

Fund size

$27M

Key differences

Both SBAR and CCOR are alternative ETFs. SBAR charges 0.75% a year and CCOR 1.29%. The main difference: SBAR follows a structured outcome strategy; CCOR uses option income.

  • SBAR follows a structured outcome strategy; CCOR uses option income.
  • SBAR costs 0.54% less per year.
  • SBAR is much larger than CCOR. Larger funds are usually more liquid and less likely to close.
  • CCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SBARCCOR
Annual cost (TER)0.75%1.29%
Fund size (AUM)$343M$27M
Since20252017
Dividend yield12.70%1.10%
Asset classalternativealternative
Regionnorth americanorth america
Strategystructured outcomeoption income
CAGR 1Y+9.4%-3.9%
CAGR 3YN/A-1.4%
CAGR 5YN/A-2.1%
Sharpe 3YN/A-0.46
Volatility 1Y8.99%7.21%
Max drawdown-5.32%-22.99%

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

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