Simplify Asset ManagementDerivative IncomeSBAR · NYSE Arca

Simplify Barrier Income ETF (SBAR)

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Price: $25.54; —11 Sept 2026
Assets: $422.8M; Total net assets
Expense ratio: 0.75%; Category 0.88%
Yield: 5.90%; Trailing distributions

1Y return: 9.3%+0.3%; Category 9.0%
3Y CAGR: —; Category 13.2%
5Y CAGR: —; Category 7.5%

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Simplify Barrier Income ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
ETF	-0.2%	+3.3%	+8.8%	+5.7%	+9.3%	—	—	—	+14.0%
Derivative Income average	1.2%	3.4%	8.0%	6.9%	9.0%	13.2%	7.5%	—	7.3%
Difference	-1.3%	-0.1%	+0.7%	-1.2%	+0.3%	—	—	—	+6.8%

Holdings

The 1 largest positions make up 85.0% of the fund.

Top holdings

Largest holdings by weight
Ticker	Holding	Weight
SBIL	Simplify Government Money Market ETF	85.01%

Credit quality

Share of the bonds by rating.

US government55.4%

Asset mix

Cash59.3%
Bonds42.9%

ETF details

Issuer: Simplify Asset Management
Category: Alternatives · Derivative Income
Ticker: SBAR
Exchange: NYSE Arca
Inception: 14 Apr 2025 (1.4 years)
Structure: Exchange Traded Fund
Expense ratio: 0.75% (category 0.88%)
Holdings turnover: 0% (category 68%)
Distribution yield: 5.90%
Beta, 3 years: 0.00
Total net assets: $422.8M
Average maturity: 9.94 years

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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