Data as of Nov 12, 2026.

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SALI vs SBAR: Dividend Yield & Total Return

Return, fees and overlap, side by side.

Return gap
+5.9 pts
1 month to Nov 12, 2026: SBAR ahead, total return
Fee gap
0.12 pts
A year: SALI 0.65%, SBAR 0.77%, per filings dated Sep 10, 2026 and Oct 28, 2026
Overlap
–
No book read for both funds
Net flow
–
Needs daily flows for both funds

Pair scorecard

SALI costs 0.12 points a year less.

Points (pts) are percentage points.

SALI vs SBAR: Dividend Yield & Total Return
MeasureSALISBAR
Paid and earned
Total return, 1 yearnot published+7.5%
Price changefell 4.2% (since Sep 15, 2026)fell 4.8% (1 year)
Return of capital, issuer estimate77% of the Oct 27, 2026 payment
Cost and size
Expense ratio0.65%0.77%
Net assetsnot read by ETFIQ$441m
Holdings
Holdings in commonnot published

Method

Key numbers
0.8%
SALI cash paid, since launch, Sep 15, 2026
11.8%
SBAR cash paid, 1 year
−3.4%
SALI total return, since launch, Sep 15, 2026
+7.5%
SBAR total return, 1 year
SALI · since launch to Nov 12, 2026 Not measured
SALI
−3.4%
none

Not measured

SALI since launch: paid 0.8%, price −4.2%, total −3.4%, not measured against a benchmark. Data to Nov 12, 2026.

SALI

−3.4%

Total return, distributions reinvested

Not measured

SALI since launch: paid 0.8%, price −4.2%, total −3.4%, not measured against a benchmark. Data to Nov 12, 2026.

SALI

−3.4%

0.8% of it arrived as cash. Total return, distributions reinvested. SALI since launch: paid 0.8%, price −4.2%, total −3.4%, not measured against a benchmark. Data to Nov 12, 2026.

Data to Nov 12, 2026.
SBAR · 1 year to Nov 12, 2026 Not measured
SBAR
+7.5%
none

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% as 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

SALI Schroders US Autocallable Ladder Income ETF · Autocallable SBAR Simplify Barrier Income ETF · Defined income, paying monthly
Issuer Schroders Simplify
Strategy autocallable defined income
Benchmark not set not set
Pays not established monthly
Payout rate, annualized 10.4% 12.0%
Expense ratio 0.65% 0.77%
Cash paid, 1 year 0.8% (since launch, Sep 15, 2026) 11.8%
Price change, 1 year −4.2% (since launch, Sep 15, 2026) −4.8%
Total return, 1 year −3.4% (since launch, Sep 15, 2026) +7.5%
Benchmark return, 1 year not published not published
Ahead or behind not available not available
Return of capital, latest estimate not published 77%
Age 58 days 1.6 years
Net assets not read by ETFIQ $441m

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

Window by window: SALI vs SBAR: Dividend Yield & Total Return
Total returnCash paidAgainst the benchmark
WindowSALISBARSALISBARSALISBAR
3 months–−0.8%–2.9%–not measured
6 months–+2.7%–5.8%–not measured
1 year–+7.5%–11.8%–not measured
Since launchNot the same days: SALI Sep 2026 · SBAR Apr 2025−3.4%+19.7%0.8%19.0%not measurednot measured

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About each fund
SALI

Over the period from its first trade on Sep 15, 2026 to Nov 12, 2026, SALI paid 0.8% of its starting value in cash distributions while its price fell 4.2%. With every distribution reinvested, the fund returned −3.4%. At its price on Nov 12, 2026 the latest distribution annualizes to 10.4%, paid periodically.

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

Which is cheaper, SALI or SBAR?
SALI charges 0.65% a year and SBAR charges 0.77%, so SALI is cheaper. Fees come from each fund's prospectus.
Other comparisons
Cite this pageCitation, APA and Markdown

ETFIQ, SALI against SBAR, data as of Nov 12, 2026. https://etfiq.com/compare/income/sali-vs-sbar

Open data →

Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.

SALI and SBAR both write options for income.

Growth of 100

SALI and SBAR

Total return, distributions reinvested, 1 month.

SALI −6.7%SBAR −0.8%
Oct 13, 2026Nov 12, 2026

SALI −6.7%, SBAR −0.8%: SBAR +5.9 pts ahead, 1 month, Oct 13, 2026 to Nov 12, 2026.