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SBAR vs GSY

Simplify Barrier Income ETF vs Invesco Ultra Short Duration ETF

SBAR

Simplify Barrier Income ETF

Simplify Asset Management

Annual cost

0.75%

Fund size

$291M

GSY

Invesco Ultra Short Duration ETF

Invesco

Annual cost

0.22%

Fund size

$3.5B

Key differences

  • GSY costs 0.53% less per year.
  • GSY is significantly larger than SBAR — larger funds tend to be more liquid and less likely to close.
  • SBAR is classified as alternative, while GSY is fixed income — different risk/return profiles.
  • SBAR follows a option income strategy; GSY uses index tracking.
  • GSY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SBARGSY
Annual cost (TER)0.75%0.22%
Fund size (AUM)$291M$3.5B
Since20252008
Dividend yield12.88%4.38%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+13.1%+4.6%
CAGR 3YN/A+5.4%
CAGR 5YN/A+3.6%
Sharpe 3YN/A3.35
Volatility 1Y9.58%0.40%
Max drawdown-5.32%-5.25%

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

Similar to SBAR and GSY