Screener
SBAR vs FORH
Simplify Barrier Income ETF vs Formidable ETF
Key differences
Both SBAR and FORH are alternative ETFs. SBAR charges 0.75% a year and FORH 1.19%. The main difference: SBAR follows a structured outcome strategy; FORH uses option income.
- SBAR follows a structured outcome strategy; FORH uses option income.
- SBAR costs 0.44% less per year.
- SBAR is much larger than FORH. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| SBAR | FORH | |
|---|---|---|
| Annual cost (TER) | 0.75% | 1.19% |
| Fund size (AUM) | $343M | $20M |
| Since | 2025 | 2021 |
| Dividend yield | 12.70% | 1.73% |
| Asset class | alternative | alternative |
| Region | north america | — |
| Strategy | structured outcome | option income |
| CAGR 1Y | +9.4% | +10.3% |
| CAGR 3Y | N/A | +3.6% |
| CAGR 5Y | N/A | +0.8% |
| Sharpe 3Y | N/A | 0.07 |
| Volatility 1Y | 8.99% | 15.96% |
| Max drawdown | -5.32% | -20.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.