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VRAI vs SBAR

Virtus Real Asset Income ETF vs Simplify Barrier Income ETF

VRAI

Virtus Real Asset Income ETF

Virtus

Annual cost

0.55%

Fund size

$18M

SBAR

Simplify Barrier Income ETF

Simplify Asset Management

Annual cost

0.75%

Fund size

$291M

Key differences

  • VRAI costs 0.20% less per year.
  • SBAR is significantly larger than VRAI — larger funds tend to be more liquid and less likely to close.
  • VRAI is classified as equity, while SBAR is alternative — different risk/return profiles.
  • VRAI follows a index tracking strategy; SBAR uses option income.
  • VRAI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VRAISBAR
Annual cost (TER)0.55%0.75%
Fund size (AUM)$18M$291M
Since20192025
Dividend yield3.19%12.88%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+29.3%+13.2%
CAGR 3Y+11.9%N/A
CAGR 5Y+6.0%N/A
Sharpe 3Y0.59N/A
Volatility 1Y11.93%9.49%
Max drawdown-47.51%-5.32%

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

Similar to VRAI and SBAR