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SBAR vs. AMDW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SBAR vs. AMDW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify Barrier Income ETF (SBAR) and Roundhill AMD WeeklyPay ETF (AMDW). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SBAR achieves a 2.69% return, which is significantly lower than AMDW's 192.40% return.


SBAR

1D
-0.31%
1M
1.82%
YTD
2.69%
6M
4.14%
1Y
12.00%
3Y*
5Y*
10Y*

AMDW

1D
4.91%
1M
72.80%
YTD
192.40%
6M
186.02%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SBAR vs. AMDW - Yearly Performance Comparison


2026 (YTD)2025
SBAR
Simplify Barrier Income ETF
2.69%5.09%
AMDW
Roundhill AMD WeeklyPay ETF
192.40%34.24%

Correlation

The correlation between SBAR and AMDW is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 25, 2025

0.42

SBAR vs. AMDW - Sectors Allocation Comparison


Sectors
SBAR
AMDW

Financial Services

82.0%

-

Technology

33.1%
28.6%

Communication Services

10.7%

-

Consumer Cyclical

10.1%

-

Healthcare

9.8%

-

Industrials

8.7%

-

Consumer Defensive

5.4%

-

Energy

3.5%

-

Utilities

2.5%

-

Real Estate

2.0%

-

Basic Materials

1.9%

-

Financial Services

SBAR
82.0%
AMDW

-

Technology

SBAR
33.1%
AMDW
28.6%

Communication Services

SBAR
10.7%
AMDW

-

Consumer Cyclical

SBAR
10.1%
AMDW

-

Healthcare

SBAR
9.8%
AMDW

-

Industrials

SBAR
8.7%
AMDW

-

Consumer Defensive

SBAR
5.4%
AMDW

-

Energy

SBAR
3.5%
AMDW

-

Utilities

SBAR
2.5%
AMDW

-

Real Estate

SBAR
2.0%
AMDW

-

Basic Materials

SBAR
1.9%
AMDW

-

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Return for Risk

SBAR vs. AMDW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SBAR
SBAR Risk / Return Rank: 4141
Overall Rank
SBAR Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
SBAR Sortino Ratio Rank: 3838
Sortino Ratio Rank
SBAR Omega Ratio Rank: 3636
Omega Ratio Rank
SBAR Calmar Ratio Rank: 4646
Calmar Ratio Rank
SBAR Martin Ratio Rank: 5050
Martin Ratio Rank

AMDW
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SBAR vs. AMDW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify Barrier Income ETF (SBAR) and Roundhill AMD WeeklyPay ETF (AMDW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


SBARAMDWDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.24

Calmar ratioReturn relative to maximum drawdown

2.26

Martin ratioReturn relative to average drawdown

8.43

SBAR vs. AMDW - Sharpe Ratio Comparison


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Sharpe Ratios by Period


SBARAMDWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.35

Sharpe Ratio (All Time)

Calculated using the full available price history

1.52

4.83

-3.31

Drawdowns

SBAR vs. AMDW - Drawdown Comparison

The maximum SBAR drawdown since its inception was -5.32%, smaller than the maximum AMDW drawdown of -34.64%. Use the drawdown chart below to compare losses from any high point for SBAR and AMDW.


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Drawdown Indicators


SBARAMDWDifference

Max Drawdown

Largest peak-to-trough decline

-5.32%

-34.64%

+29.32%

Max Drawdown (1Y)

Largest decline over 1 year

-5.32%

Current Drawdown

Current decline from peak

-0.31%

0.00%

-0.31%

Average Drawdown

Average peak-to-trough decline

-0.93%

-14.66%

+13.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.43%

Volatility

SBAR vs. AMDW - Volatility Comparison


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Volatility by Period


SBARAMDWDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.29%

Volatility (6M)

Calculated over the trailing 6-month period

5.66%

Volatility (1Y)

Calculated over the trailing 1-year period

8.97%

81.56%

-72.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.80%

81.56%

-71.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.80%

81.56%

-71.76%

SBAR vs. AMDW - Expense Ratio Comparison

SBAR has a 0.75% expense ratio, which is lower than AMDW's 0.99% expense ratio.


Dividends

SBAR vs. AMDW - Dividend Comparison

SBAR's dividend yield for the trailing twelve months is around 12.68%, less than AMDW's 28.98% yield.


PositionTTM2025
AMDW
Roundhill AMD WeeklyPay ETF
28.98%34.78%
SBAR
Simplify Barrier Income ETF
12.68%8.56%

Frequently Asked Questions


SBAR and AMDW have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SBAR is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SBAR is cheaper with a 0.75% expense ratio, compared with 0.99% for AMDW.

AMDW has the higher dividend yield at 28.98%, compared with 12.68% for SBAR.

They also come from different issuers: Simplify and Roundhill. Their fees differ too: 0.75% for SBAR and 0.99% for AMDW.

Portfolio Optimizer

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