SBARSimplify Barrier Income ETF
Seeks to provide monthly income.
By Simplify Asset Management · Launched 2025
Annual Cost
0.75%
#4,069 of 6,040 · expensive
Fund Size
$423M
#1,794 of 6,040 · large
Return (1Y)
+9.9%
Track Record
1 year
#4,257 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,991+9.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 107.3% of fundconcentrated
Simplify Exchange Traded Funds
81.1%
United States Treasury Bills
12.1%
United States Treasury Bills
5.9%
United States Treasury Bills
3.1%
United States Treasury Bills
2.5%
United States Treasury Bills
0.8%
United States Treasury Bills
0.8%
United States Treasury Bills
0.4%
United States Treasury Bills
0.4%
THE OPTIONS CLEARING CORPORATIONSPXW 260417P06000000
0.2%
Asset allocation
Cash
59.3%
Bonds
42.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
8.4%Low
Year-on-year price swings
Max drawdown
-5.3%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to provide monthly income.
- Strategy
- Actively managed ETF that invests primarily in interest income producing U.S. Government securities and employs an income generating option spread strategy on equity ETFs and equity indexes. Aims to maximize portfolio yield while targeting a duration of two years or less.
- Inception date
- April 14, 2025
- Fund family
- Simplify Asset Management
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18