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SBAR vs CGSD

Simplify Barrier Income ETF vs Capital Group Short Duration Income ETF

SBAR

Simplify Barrier Income ETF

Simplify Asset Management

Annual cost

0.75%

Fund size

$291M

CGSD

Capital Group Short Duration Income ETF

Capital Group

Annual cost

0.25%

Fund size

$2.2B

Key differences

  • CGSD costs 0.50% less per year.
  • CGSD is significantly larger than SBAR — larger funds tend to be more liquid and less likely to close.
  • SBAR is classified as alternative, while CGSD is fixed income — different risk/return profiles.
  • SBAR follows a option income strategy; CGSD uses active selection.

Side-by-side comparison

SBARCGSD
Annual cost (TER)0.75%0.25%
Fund size (AUM)$291M$2.2B
Since20252022
Dividend yield12.88%4.48%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+13.1%+4.4%
CAGR 3YN/A+5.0%
CAGR 5YN/AN/A
Sharpe 3YN/A0.70
Volatility 1Y9.58%1.46%
Max drawdown-5.32%-1.75%

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

Similar to SBAR and CGSD