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SBAR vs ICAP

Simplify Barrier Income ETF vs Infrastructure Capital Equity Income Fund ETF

SBAR

Simplify Barrier Income ETF

Annual cost

0.75%

Fund size

$343M

ICAP

Infrastructure Capital Equity Income Fund ETF

Annual cost

2.47%

Fund size

$109M

Key differences

Both SBAR and ICAP are alternative ETFs. SBAR charges 0.75% a year and ICAP 2.47%. The main difference: SBAR costs 1.72% less per year.

  • SBAR costs 1.72% less per year.
  • SBAR is much larger than ICAP. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SBARICAP
Annual cost (TER)0.75%2.47%
Fund size (AUM)$343M$109M
Since20252021
Dividend yield12.70%9.51%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+12.2%+22.9%
CAGR 3YN/A+16.7%
CAGR 5YN/AN/A
Sharpe 3YN/A0.83
Volatility 1Y8.94%13.45%
Max drawdown-5.32%-24.20%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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