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SBAR vs CGHM

Simplify Barrier Income ETF vs Capital Group Municipal High-Income ETF

SBAR

Simplify Barrier Income ETF

Simplify Asset Management

Annual cost

0.75%

Fund size

$291M

CGHM

Capital Group Municipal High-Income ETF

Capital Group

Annual cost

0.34%

Fund size

$2.9B

Key differences

  • CGHM costs 0.41% less per year.
  • CGHM is significantly larger than SBAR — larger funds tend to be more liquid and less likely to close.
  • SBAR is classified as alternative, while CGHM is fixed income — different risk/return profiles.
  • SBAR follows a option income strategy; CGHM uses index tracking.

Side-by-side comparison

SBARCGHM
Annual cost (TER)0.75%0.34%
Fund size (AUM)$291M$2.9B
Since20252024
Dividend yield12.88%3.80%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+13.1%+8.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.58%3.11%
Max drawdown-5.32%-5.90%

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

Similar to SBAR and CGHM