BROUGHT TO YOU BY:

ETF Portfolio Builder

New

ETF Portfolio Builder

New

SBARvsCAIEETF Comparison

ETF 1

SBAR

Simplify Barrier Income ETF

This fund is part of

Multi-Asset: Other

-0.21%

Full SBAR fund page

VS

ETF 2

CAIE

Calamos Autocallable Income ETF

This fund is part of

Options Strategies

-0.63%

Full CAIE fund page

Simplify Barrier Income ETF (SBAR) belongs to the Multi-Asset: Other segment. Calamos Autocallable Income ETF (CAIE) is part of the Options Strategies segment. SBAR's top 3 sector exposures are Government agencies and Sovereign. SBAR is more expensive with a Total Expense Ratio (TER) of 0.75%, versus 0.74% for CAIE. SBAR is up 4.18% year-to-date (YTD) with +$222M in YTD flows. CAIE performs better with 7.79% YTD performance, and +$598M in YTD flows. Run a side-by-side ETF comparison of SBAR and CAIE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

Find out how industry players manage ETF portfolios. Discover our library of Model portfolios

SBAR vs CAIE performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 07/16/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SBAR CAIE	+0.33%+0.03%	+3.48%+3.23%	+4.18%+7.79%	+10.52%+18.04%	n/an/a	n/an/a
Flows	SBAR CAIE	+$16M+$141M	+$129M+$277M	+$222M+$598M	+$358M+$1.08B	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SBAR CAIE	+5.42%+10.05%	+5.68%+11.44%	n/an/a	n/an/a
Max drawdown	SBAR CAIE	-1.56%-3.20%	-4.84%-7.22%	n/an/a	n/an/a
Max drawdown duration	SBAR CAIE	10d45d	85d91d	n/an/a	n/an/a

Trading data

Create an account to view trading data

Join for free

	SBAR	CAIE
Last sale 7/17/2026 at 1:30 PM	$25.45	$26.78
Previous close 07/16/2026	$25.66	$27.05
Consolidated volume 07/16/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 7/17/2026 at 1:30 PM

Live

Closed

	SBAR	CAIE
Last price	$25.45	$26.78
1D performance	-0.82%	-1.00%
AuM	$398.27 M	$1.12 B
E/R	0.75%	0.74%

Characteristics

	SBAR	CAIE
Management strategy	Active	Active
Provider	Simplify	Calamos Investments
Benchmark	-	-
N° of holdings	92	-
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	April 15, 2025	June 25, 2025
ESG	No	No

More SBAR data on Trackinsight

More CAIE data on Trackinsight

Exposure

Countries

SBAR

USA

42.78%

Other

57.22%

CAIE

Data will be available soon

Sectors

SBAR

Government agenci.

36.88%

Other

63.12%

CAIE

Data will be available soon

Diversification

SBAR

Total weight of top 15 holdings out of 15

40.46%

CAIE

Data will be available soon

Top 15 holdings

Data as of May 31, 2026

SBAR

US912797UN51

5.87%

US912797TX52

5.16%

US912797UB14

4.07%

US912797UK13

3.94%

US3134HBQ610

2.40%

US912797UQ82

2.38%

USA, Notes 0.75% 31may2026, USD (Z-2026)

2.16%

USA, Notes FRN 31jul2026, USD (BF-2026)

2.07%

US912797UW50

2.02%

FHLB, 0% 26jun2022, USD (363D)

2.01%

FHLB, 0% 29may2022, USD (363D)

1.72%

US91282CMX64

1.71%

FHLB, 0% 11jun2022, USD (365D)

1.65%

US912797UA31

1.65%

FHLB, 0% 21aug2022, USD (363D)

1.64%

CAIE

Data will be available soon

Frequently asked questions about SBAR and CAIE

SBARvsCAIEETF Comparison

Simplify Barrier Income ETF

Calamos Autocallable Income ETF

SBAR vs CAIE performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the SBAR and CAIE ETFs performed in 2026?

As of July 16, 2026, SBAR is up 4.18% year-to-date (YTD), while CAIE has returned 7.79%. That puts CAIE better performer ahead so far this year.

Which ETF is attracting more investor money: SBAR or CAIE?

Year-to-date, the SBAR ETF saw +$222M in flows, compared to +$598M for CAIE.

Which ETF is more volatile: SBAR or CAIE?

Over the past year, SBAR had a volatility of 5.68%, while CAIE experienced 11.44%.

Which ETF is bigger: SBAR or CAIE?

As of July 16, 2026, SBAR holds $398.27 M in assets under management (AUM), while CAIE manages $1.12 B.

Autocallables Versus Equity-Linked Notes: Pros and Cons for Derivative Income ETFs

Calamos Autocallable Growth ETF (CAGE): The Next Evolution of Structured Products

Innovations in Swap Based ETFs: Beyond Just Leverage

Ask the Manager: Jordan Rosenfeld on CAIE Momentum, Investor Conviction and Market Impact

Autocallables: The Next Generation of Equity Income ETFs

Autocallables: The Next Generation of Equity Income ETFs

Autocallable Yield Advantage and Market Reception

This is How Calamos Turned Wall Street’s $100 Billion Secret Into an ETF

Active Trader Report: Use of Leveraged & Inverse ETFs Way Up