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SBAR vs CDX

Simplify Barrier Income ETF vs Simplify High Yield ETF

SBAR

Simplify Barrier Income ETF

Simplify Asset Management

Annual cost

0.75%

Fund size

$291M

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

Key differences

  • CDX costs 0.50% less per year.
  • SBAR follows a option income strategy; CDX uses multi strategy.

Side-by-side comparison

SBARCDX
Annual cost (TER)0.75%0.25%
Fund size (AUM)$291M$440M
Since20252022
Dividend yield12.88%8.37%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomemulti strategy
CAGR 1Y+13.1%-0.3%
CAGR 3YN/A+7.8%
CAGR 5YN/AN/A
Sharpe 3YN/A0.42
Volatility 1Y9.58%5.69%
Max drawdown-5.32%-13.24%

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

Similar to SBAR and CDX