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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

+0.24%

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 2 sector exposures are Sovereign and Government Agencies. In contrast, CAIE's top sector exposures are Sovereign. SBAR is more expensive with a Total Expense Ratio (TER) of 0.75%, versus 0.74% for CAIE. SBAR is up 6% year-to-date (YTD) with +$246M in YTD flows. CAIE performs better with 9.55% YTD performance, and +$769M 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.

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SBAR vs CAIE performance and flow charts

Performance

Cumulative Flows

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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 09/01/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SBAR CAIE	+1.23%-0.10%	+2.87%-0.08%	+6.00%+9.55%	+10.92%+17.17%	n/an/a	n/an/a
Flows	SBAR CAIE	+$16M+$110M	+$79M+$357M	+$246M+$769M	+$337M+$1.13B	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SBAR CAIE	+6.73%+10.76%	+5.92%+11.08%	n/an/a	n/an/a
Max drawdown	SBAR CAIE	-2.10%-3.26%	-4.84%-7.22%	n/an/a	n/an/a
Max drawdown duration	SBAR CAIE	19d62d	85d91d	n/an/a	n/an/a

Trading data

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	SBAR	CAIE
Last sale 9/2/2026 at 1:30 PM	$25.63	$26.72
Previous close 09/02/2026	$25.51	$26.56
Consolidated volume 09/02/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 9/2/2026 at 1:30 PM

Live

Closed

	SBAR	CAIE
Last price	$25.63	$26.72
1D performance	+0.48%	+0.60%
AuM	$421.53 M	$1.28 B
E/R	0.75%	0.74%

Characteristics

	SBAR	CAIE
Management strategy	Active	Active
Provider	Simplify	Calamos Investments
Benchmark	-	-
N° of holdings	128	2
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

79.42%

Other

20.58%

CAIE

USA

13.56%

Other

86.44%

Sectors

SBAR

Sovereign

40.22%

Government Agenci.

39.19%

Other

20.58%

CAIE

Sovereign

13.56%

Other

86.44%

Diversification

SBAR

Total weight of top 15 holdings out of 15

37.04%

CAIE

Total weight of top 2 holdings out of 2

92.88%

Top 15 holdings

Data as of July 31, 2026

SBAR

USA, Bills 0% 31dec2026, USD (182D)

8.38%

USA, Bills 0% 3dec2026, USD (182D)

4.87%

USA, Bills 0% 15oct2026, USD (182D)

4.48%

Freddie Mac, FRN 22sep2027, USD

2.48%

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

2.15%

USA, Bills 0% 1sep2026, USD (119D)

1.75%

USA, Notes FRN 31jul2027, USD (BF-2027)

1.72%

FHLB, 0% 7aug2026, USD (365D)

1.72%

FHLB, 0% 21aug2026, USD (365D)

1.72%

FHLB, 0% 27aug2026, USD (365D)

1.72%

FHLB, 0% 3sep2026, USD (365D)

1.37%

USA, Notes FRN 31oct2027, USD (BK-2027)

1.21%

FHLB, 0% 28aug2026, USD (365D)

1.20%

USA, Bills 0% 8oct2026, USD (182D)

1.20%

USA, Notes FRN 30apr2027, USD (BB-2027)

1.09%

CAIE

US12811T5149

79.32%

USA, Bills 0% 7jan2027, USD (182D)

13.56%

Frequently asked questions about SBAR and CAIE

How have the SBAR and CAIE ETFs performed in 2026?

As of September 1, 2026, SBAR is up 6% year-to-date (YTD), while CAIE has returned 9.55%. 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 +$246M in flows, compared to +$769M for CAIE.

Which ETF is more volatile: SBAR or CAIE?

Over the past year, SBAR had a volatility of 5.92%, while CAIE experienced 11.08%.

Which ETF is bigger: SBAR or CAIE?

As of September 1, 2026, SBAR holds $421.53 M in assets under management (AUM), while CAIE manages $1.28 B.

What sectors do the SBAR and CAIE ETFs invest in?

SBAR leans toward sectors like Sovereign and Government Agencies. Meanwhile, CAIE focuses on Sovereign.

What are the top holdings of the SBAR ETF and CAIE ETF?

SBAR top holdings include USA, Bills 0% 31dec2026, USD (182D), USA, Bills 0% 3dec2026, USD (182D) and USA, Bills 0% 15oct2026, USD (182D). CAIE holds in its top three: US12811T5149 and USA, Bills 0% 7jan2027, USD (182D).

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 September 1, 2026, SBAR is up 6% year-to-date (YTD), while CAIE has returned 9.55%. 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 +$246M in flows, compared to +$769M for CAIE.

Which ETF is more volatile: SBAR or CAIE?

Over the past year, SBAR had a volatility of 5.92%, while CAIE experienced 11.08%.

Which ETF is bigger: SBAR or CAIE?

As of September 1, 2026, SBAR holds $421.53 M in assets under management (AUM), while CAIE manages $1.28 B.

What sectors do the SBAR and CAIE ETFs invest in?

SBAR leans toward sectors like Sovereign and Government Agencies. Meanwhile, CAIE focuses on Sovereign.

What are the top holdings of the SBAR ETF and CAIE ETF?

SBAR top holdings include USA, Bills 0% 31dec2026, USD (182D), USA, Bills 0% 3dec2026, USD (182D) and USA, Bills 0% 15oct2026, USD (182D). CAIE holds in its top three: US12811T5149 and USA, Bills 0% 7jan2027, USD (182D).

Which ETF is more diversified: SBAR or CAIE?

SBAR holds 170 securities with 37.04% of its assets in the top 15. CAIE has 2 securities.

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