XVvsSBARETF Comparison
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Simplify Target 15 Distribution ETF (XV) and Simplify Barrier Income ETF (SBAR) belong to the same industry segment: Multi-Asset: Other. Both ETFs have the same top 2 sector exposures: Sovereign and Government Agencies. Both XV and SBAR have the same Total Expense Ratio (TER) of 0.75%. XV is up 7.66% year-to-date (YTD) with +$10M in YTD flows. SBAR performs worse with 6.57% YTD performance, and +$246M in YTD flows. Run a side-by-side ETF comparison of XV and SBAR 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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XV vs SBAR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 08/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XV SBAR | +3.50%+3.21% | +4.21%+3.58% | +7.66%+6.57% | +12.70%+10.91% | n/an/a | n/an/a |
| Flows | XV SBAR | +$8M+$17M | +$22M+$77M | +$10M+$246M | +$24M+$339M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XV SBAR | +7.28%+6.66% | +6.80%+5.91% | n/an/a | n/an/a |
| Max drawdown | XV SBAR | -2.48%-2.10% | -5.67%-4.84% | n/an/a | n/an/a |
| Max drawdown duration | XV SBAR | 13d19d | 87d85d | n/an/a | n/an/a |
Trading data
XV | SBAR | |
Last sale 8/31/2026 at 1:30 PM | $24.68 | $25.61 |
| Previous close 08/28/2026 | $24.70 | $25.70 |
| Consolidated volume 08/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 8/31/2026 at 1:30 PM
Live
Closed
XV | SBAR | |
|---|---|---|
| Last price | $24.68 | $25.61 |
| 1D performance | -0.08% | -0.37% |
| AuM | $81.27 M | $423.12 M |
| E/R | 0.75% | 0.75% |
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Exposure
Countries
XV
USA
83.78%
Other
16.22%
SBAR
USA
79.42%
Other
20.58%
Sectors
XV
Sovereign
50.01%
Government Agenci.
33.77%
Other
16.22%
SBAR
Sovereign
40.22%
Government Agenci.
39.19%
Other
20.58%
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Diversification
XV
Total weight of top 15 holdings out of 15
48.15%
SBAR
Total weight of top 15 holdings out of 15
37.04%
Top 15 holdings
Data as of July 31, 2026
XV
USA, Bills 0% 31dec2026, USD (182D)
16.13%
USA, Bills 0% 3dec2026, USD (182D)
10.92%
USA, Bills 0% 15oct2026, USD (182D)
5.09%
Freddie Mac, FRN 22sep2027, USD
2.14%
USA, Notes FRN 31jul2026, USD (BF-2026)
1.85%
USA, Notes FRN 31jul2027, USD (BF-2027)
1.48%
FHLB, 0% 7aug2026, USD (365D)
1.48%
FHLB, 0% 21aug2026, USD (365D)
1.48%
FHLB, 0% 27aug2026, USD (365D)
1.48%
FHLB, 0% 3sep2026, USD (365D)
1.18%
USA, Notes FRN 31oct2027, USD (BK-2027)
1.04%
FHLB, 0% 28aug2026, USD (365D)
1.03%
USA, Bills 0% 8oct2026, USD (182D)
1.03%
USA, Notes FRN 30apr2027, USD (BB-2027)
0.94%
US313313F450
0.89%
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%
Frequently asked questions about XV and SBAR
How have the XV and SBAR ETFs performed in 2026?
As of August 28, 2026, XV is up 7.66% year-to-date (YTD), while SBAR has returned 6.57%. That puts XV better performer ahead so far this year.
Which ETF is attracting more investor money: XV or SBAR?
Year-to-date, the XV ETF saw +$10M in flows, compared to +$246M for SBAR.
Which ETF is more volatile: XV or SBAR?
Over the past year, XV had a volatility of 6.8%, while SBAR experienced 5.91%.
Which ETF is bigger: XV or SBAR?
As of August 28, 2026, XV holds $81.27 M in assets under management (AUM), while SBAR manages $423.12 M.
What sectors do the XV and SBAR ETFs invest in?
XV leans toward sectors like Sovereign and Government Agencies. Meanwhile, SBAR focuses on Sovereign and Government Agencies.
What are the top holdings of the XV ETF and SBAR ETF?
XV top holdings include USA, Bills 0% 31dec2026, USD (182D), USA, Bills 0% 3dec2026, USD (182D) and USA, Bills 0% 15oct2026, USD (182D). SBAR holds in its top three: USA, Bills 0% 31dec2026, USD (182D), USA, Bills 0% 3dec2026, USD (182D) and USA, Bills 0% 15oct2026, USD (182D).
Which ETF is more diversified: XV or SBAR?
XV holds 169 securities with 48.15% of its assets in the top 15. SBAR has 170 securities and a top 15 weight of 37.04%.
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Latest news about XV & SBAR
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