SALI vs SBAR

Schroders US Autocallable Ladder Income ETF against Simplify Barrier Income ETF: cost, size, returns, what they hold and how much of it is the same.

Fee gap
—
same fee
1-year return gap
—
Larger fund
SBAR
$393M

Side by side

SALISBAR
FundSchroders US Autocallable Ladder Income ETFSimplify Barrier Income ETF
IssuerSchrodersSimplify
CategoryPut Write & Other IncomePut Write & Other Income
Expense ratio—0.75%
Assets—$393M
Average daily dollar volume$2.5M$3.4M
ListedSep 14, 2026Apr 14, 2025
FrenzyCap score—44
1-month return—−0.8%
3-month return—−1.2%
Year to date—−3.1%
1-year return—−3.3%
30-day volatility10.9%6.3%
Worst drawdown, 1 year−1.6%−8.7%
Trailing 12-month yield—12.31%
Holdings—42
Top 10 weight—101.7%
Look-through P/E——
Holdings vs fair value——
Holdings above 200-day average——
Net flow, latest 3 reported months—+$120M thru Jun 2026
30-day implied volatility——
Holdings as ofas 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.

More: full overlap table · SALI 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.