SBAR vs VYM
Simplify Barrier Income ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SBAR | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.04% | |
| AUM | $402M | $79.0B | |
| Dividend Yield | 12.61% | 2.86% | |
| Holdings | 53 | 568 | |
| YTD Return | +5.22% | +16.10% | |
| 1Y Return | +10.84% | +25.99% | |
| 3Y Return (annualized) | - | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 6.5% | 14.6% | |
| Max Drawdown | -5.3% | -58.8% | |
| Fund Family | Simplify Exchange Traded Funds | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Apr 14, 2025 | Nov 10, 2006 |
SBAR vs VYM Performance
Simplify Barrier Income ETF (SBAR) is a ETF from Simplify Exchange Traded Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SBAR returned +10.84% while VYM returned +25.99%. Year to date, SBAR is up 5.22% versus a gain of 16.10% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 6.5% for SBAR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -5.3% for SBAR and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SBAR charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, SBAR currently yields 12.61% against 2.86% for VYM.
Holdings Overlap
SBAR and VYM share 0 holdings out of 559 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SBAR or VYM?
SBAR has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
Which performed better, SBAR or VYM?
Over the past year SBAR returned +10.84% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), SBAR annualized +14.83% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, SBAR or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 6.5% for SBAR. Worst drawdown: SBAR -5.3% vs VYM -58.8%.
Should I hold both SBAR and VYM?
SBAR and VYM have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SBAR and VYM?
SBAR and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.
Which pays a higher dividend, SBAR or VYM?
SBAR yields 12.61% while VYM yields 2.86%, so SBAR currently pays the higher dividend yield.
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