Data as of Nov 12, 2026.
CAGE vs SBAR: Dividend Yield & Total Return
Return, fees and overlap, side by side.
Pair scorecard
CAGE costs 0.03 points a year less.
Points (pts) are percentage points.
| Measure | CAGE | SBAR |
|---|---|---|
| Paid and earned | ||
| Total return, 1 year | not published | +7.5% |
| Price change | rose 12.9% (since Apr 16, 2026) | fell 4.8% (1 year) |
| Return of capital, issuer estimate | 77% of the Oct 27, 2026 payment | |
| Against its benchmark | ||
| Benchmark | S&P 500, measured through SPY | not published |
| Cost and size | ||
| Expense ratio | 0.74% | 0.77% |
| Net assets, CAGE as of Jul 31, 2026 and SBAR as of Nov 11, 2026 | $106m | $441m |
| Holdings | ||
| Holdings in common | not published | |
4.5 pts ahead of SPY
CAGE since launch: paid 0.0%, price +12.9%, total +12.9%, SPY +8.4%, +4.5 pts. Data to Nov 12, 2026.
SPY
+8.4%
CAGE
+12.9%
4.5 pts ahead of SPY
Total return, distributions reinvested
4.5 pts ahead of SPY
CAGE since launch: paid 0.0%, price +12.9%, total +12.9%, SPY +8.4%, +4.5 pts. Data to Nov 12, 2026.
SPY
+8.4%
CAGE
+12.9%
4.5 pts ahead of SPY
0.0% of it arrived as cash. Total return, distributions reinvested. CAGE since launch: paid 0.0%, price +12.9%, total +12.9%, SPY +8.4%, +4.5 pts. Data to Nov 12, 2026.
Data to Nov 12, 2026.Not measured
SBAR over 1 year: paid 11.8%, price −4.8%, total +7.5%, not measured against a benchmark. Data to Nov 12, 2026.
SBAR
+7.5%
11.8% of it arrived as cash
Total return, distributions reinvested
Not measured
SBAR over 1 year: paid 11.8%, price −4.8%, total +7.5%, not measured against a benchmark. Data to Nov 12, 2026.
SBAR
+7.5%
11.8% cash
11.8% of it arrived as cash. Both charts share one scale, with zero at the line. SBAR over 1 year: paid 11.8%, price −4.8%, total +7.5%, not measured against a benchmark. Data to Nov 12, 2026.
Data to Nov 12, 2026.Side by side
As of Nov 12, 2026. Source: ETFIQ. Cash paid: distributions over the window, as a share of the starting price. Payout rate: the latest payment, annualized, over today’s price.
Window by window
| Total return | Cash paid | Against the benchmark | ||||
|---|---|---|---|---|---|---|
| Window | CAGE | SBAR | CAGE | SBAR | CAGE | SBAR |
| 3 months | −4.7% | −0.8% | 0.0% | 2.9% | −2.3 pts | not measured |
| 6 months | +1.1% | +2.7% | 0.0% | 5.8% | −0.6 pts | not measured |
| 1 year | – | +7.5% | – | 11.8% | – | not measured |
| Since launchNot the same days: CAGE Apr 2026 · SBAR Apr 2025 | +12.9% | +19.7% | 0.0% | 19.0% | +4.4 pts | not measured |
– means no data for this window. Open this comparison in the app →
CAGE
Over the period from its first trade on Apr 16, 2026 to Nov 12, 2026, CAGE paid 0.0% of its starting value in cash distributions while its price rose 12.9%. With every distribution reinvested, the fund returned +12.9%. S&P 500 (SPY) returned +8.4% over the same days, so a holder was ahead by 4.5 pts.
SBAR
Over the year to Nov 12, 2026, SBAR paid 11.8% of its starting value in cash distributions while its price fell 4.8%. With every distribution reinvested, the fund returned +7.5%. At its price on Nov 12, 2026 the latest distribution annualizes to 12.0%, paid monthly. Simplify estimates that 77% of the distribution paid Oct 27, 2026 was a return of capital (its 19a-1 notice). That is a tax label, not a measure of erosion.
Questions people ask
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Every number is an ETFIQ calculation with distributions reinvested.
Cite this pageCitation, APA and Markdown
ETFIQ, CAGE against SBAR, data as of Nov 12, 2026. https://etfiq.com/compare/income/cage-vs-sbar
ETFIQ. (Nov 12, 2026). CAGE against SBAR. Retrieved from https://etfiq.com/compare/income/cage-vs-sbar
[CAGE against SBAR (ETFIQ, Nov 12, 2026)](https://etfiq.com/compare/income/cage-vs-sbar)
Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.
CAGE and SBAR both write options for income.
CAGE and SBAR
Total return, distributions reinvested, 6 months.
CAGE +1.1%, SBAR +2.7%: SBAR +1.6 pts ahead, 6 months, May 14, 2026 to Nov 12, 2026.