Skip to content
Beacon
Screener

SBAR vs CLOI

Simplify Barrier Income ETF vs VanEck CLO ETF

SBAR

Simplify Barrier Income ETF

Annual cost

0.75%

Fund size

$291M

CLOI

VanEck CLO ETF

Annual cost

0.36%

Fund size

$1.3B

Key differences

  • CLOI costs 0.39% less per year.
  • CLOI is significantly larger than SBAR — larger funds tend to be more liquid and less likely to close.
  • SBAR is classified as alternative, while CLOI is fixed income — different risk/return profiles.
  • SBAR follows a option income strategy; CLOI uses active selection.

Side-by-side comparison

SBARCLOI
Annual cost (TER)0.75%0.36%
Fund size (AUM)$291M$1.3B
Since20252022
Dividend yield12.88%5.44%
Asset classalternativefixed income
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+13.2%+5.5%
CAGR 3YN/A+7.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.31
Volatility 1Y9.49%1.19%
Max drawdown-5.32%-3.36%

Similar to SBAR and CLOI