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SBAR vs CGUI

Simplify Barrier Income ETF vs Capital Group Ultra Short Income ETF

SBAR

Simplify Barrier Income ETF

Simplify Asset Management

Annual cost

0.75%

Fund size

$291M

CGUI

Capital Group Ultra Short Income ETF

Capital Group

Annual cost

0.18%

Fund size

$246M

Key differences

  • CGUI costs 0.57% less per year.
  • SBAR is classified as alternative, while CGUI is fixed income — different risk/return profiles.
  • SBAR follows a option income strategy; CGUI uses index tracking.

Side-by-side comparison

SBARCGUI
Annual cost (TER)0.75%0.18%
Fund size (AUM)$291M$246M
Since20252024
Dividend yield12.88%3.95%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+13.1%+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.58%0.74%
Max drawdown-5.32%-0.18%

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

Similar to SBAR and CGUI