CAIE vs SBAR
Calamos Autocallable Income ETF against Simplify Barrier Income ETF: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
0%
0 shared positions
Fee gap
1 bp
CAIE is cheaper
1-year return gap
1.2 pts
CAIE is ahead
Larger fund
CAIE
$1.2B
Side by side
| CAIE | SBAR | |
|---|---|---|
| Fund | Calamos Autocallable Income ETF | Simplify Barrier Income ETF |
| Issuer | Calamos | Simplify |
| Category | Put Write & Other Income | Put Write & Other Income |
| Expense ratio | 0.74% | 0.75% |
| Assets | $1.2B | $393M |
| Average daily dollar volume | $19M | $3.4M |
| Listed | Jun 24, 2025 | Apr 14, 2025 |
| FrenzyCap score | 56 | 45 |
| 1-month return | −1.6% | −1.5% |
| 3-month return | −0.0% | −0.7% |
| Year to date | −0.6% | −3.2% |
| 1-year return | −2.5% | −3.7% |
| 30-day volatility | 11.6% | 6.7% |
| Worst drawdown, 1 year | −11.2% | −8.7% |
| Trailing 12-month yield | 14.42% | 12.32% |
| Holdings | 3 | 42 |
| Top 10 weight | 100.3% | 101.7% |
| Look-through P/E | — | — |
| Holdings vs fair value | — | — |
| Holdings above 200-day average | — | — |
| Net flow, latest 3 reported months | +$326M thru Jul 2026 | +$120M thru Jun 2026 |
| 30-day implied volatility | 12.3% | — |
| Holdings as of | as of Jul 31, 2026SEC filing | as of Jun 30, 2026SEC filing |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
Largest shared holdings
0% of CAIE · 0% of SBARNo holdings in common.
Sector mix of the stock holdings
No sector breakdown: these funds hold few classified stocks.
More: full overlap table · CAIE holdings · SBAR holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.