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Simplify Barrier Income ETF
SBAR performance and flow charts
Performance
Flows
Historic performance and flows
Data as of August 31, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +2.41% | +3.35% | +6.49% | +11.43% | ||
| Flows | +$15M | +$78M | +$246M | +$337M | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Options Strategies |
| Provider | Simplify |
| N° of holdings | 170 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | April 15, 2025 |
| ESG | No |
More data and info about SBAR on Trackinsight
Exposure
Data as of July 31, 2026Diversification
Total weight of top 15 holdings out of 170
Top 15 Holdings
Sectors
Countries
Maturity
Credit rating
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +6.71% | +5.91% | ||
Max drawdown | -2.10% | -4.84% | ||
Max drawdown duration | 19d | 85d | N/A | N/A |
Time to recover | 3d | 25d | N/A | N/A |
What type of ETF is SBAR?
SBAR is a Active ETF that provides exposure to Equity and Fixed Income assets. It is managed by Simplify.
What does SBAR invest in?
This ETF provides exposure to Large Cap US Investment Grade Government Equities and Bonds. It is part of the segment: Multi-Asset: Other.
What is the expense ratio of SBAR?
The total expense ratio (TER) of SBAR is 0.75%, representing the annual fee charged by the fund manager.
When was SBAR launched?
SBAR was launched on April 15, 2025, marking its entry into the ETF market.
Who is the issuer of SBAR?
SBAR is issued by Simplify.
What is the AUM of SBAR?
As of August 31, 2026, SBAR manages $422.84 M, reflecting the total assets held in the fund.
How has SBAR performed recently?
As of August 31, 2026, SBAR delivered a return of 2.41% over the past month (1M performance), 3.35% over the past three months (3M), and 6.49% year-to-date (YTD).
What are the recent fund flows for SBAR?
As of August 31, 2026, SBAR has seen net flows of +$15M in the past month (1M flow) and +$246M year-to-date (YTD).
Does SBAR pay dividends?
As of August 31, 2026, SBAR has a trailing 12-month distribution yield of 12.31%.
How many holdings are in SBAR
As of July 31, 2026, SBAR holds 170 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is SBAR?
As of July 31, 2026, SBAR holds 170 securities, with 37.04% of its assets concentrated in its top 15 holdings.
What are the top holdings of SBAR?
As of July 31, 2026, SBAR holds a portfolio of 170 underlyings, with its largest positions including USA, Bills 0% 31dec2026, USD (182D), USA, Bills 0% 3dec2026, USD (182D) and USA, Bills 0% 15oct2026, USD (182D). These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does SBAR invest in?
As of July 31, 2026, SBAR has its largest geographic exposures in USA.
What sectors or themes does SBAR focus on?
As of July 31, 2026, SBAR is primarily exposed to Sovereign and Government Agencies.
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