Simplify Barrier Income ETFSBAR

SimplifyIncomeDividend Stocks#306 of 469 by YTD

$25.05

+0.4% last session

+5.7% YTD

Data as of 11/4/20264:00 PM ET · End-of-day

Dividend-adjusted total return · Dec 31, 2025 – Nov 4, 2026SBAR

Returns	1D	1M	3M	YTD	1Y	3Y	5Y	MAX
Total return	+0.4%	−0.5%	+1.0%	+5.7%	+8.3%	—	—	+20.3%
Peer average	+1.3%	+1.1%	−0.2%	+11.0%	+13.9%	+63.0%	+52.8%	—
S&P 500 · VOO	+1.6%	−1.6%	0.0%	+13.4%	+13.5%	+91.7%	+81.2%	—

Key Statistics

Open all fund facts →

AUM: $439M
Expense ratio: 0.87%
Distribution yield: 12.3%
NAV: $24.87
Volume: 96K
Avg. volume 30D: 130K
High today: $25.12
Low today: $24.97
Previous close: $24.96
52-week high: $26.78
52-week low: $24.26
Our risk indicator: 3/5

SBAR in One Breath

SBAR Among Dividend Stocks ETFs

YTD

#1AMDYYieldMax+91.2%$409M

#2USOYDefiance+58.0%$78.2M

#3DIVBiShares+38.6%$2.3B

#4SCHDSchwab+35.3%$121B

#5XUDVFranklin Templeton+31.1%$79.4M

#6HDViShares+31.0%$16.2B

#7EASYLiberty One+29.9%$67.8M

#8PEYInvesco+29.4%$1.2B

#223SBARSimplify+5.7%$439M

End-of-day Nov 5, 2026 · 324 Dividend stocks ETFs by YTD

$10,000 in SBAR

$10,000 in SBAR became

$12,032

In the S&P 500 (VOO)

$14,514

Total return, dividends in · Apr 15, 2025 – Nov 4, 2026 · S&P 500 uses VOO

SBAR’s Top Holdings

Today

SBILSimplify E Govt Money Mkt Etf89.2%4 more

SBILSimplify E Govt Money Mkt Etf89.2%Other

Financial Services

Simplify SBAR · 5 holdings · tile size = share of the fund · as of Nov 4, 2026

What SBAR Holds

Today

Financial Services89.2%

SBIL 89.2

Other holdings10.8%

[…]

Simplify SBAR · share of the fund by sector · as of Nov 4, 2026

Simplify’s Share of SBAR

Today

89.2%

$892 of every $1,000 in SBAR is Simplify

Simplify held by SBAR

$392M

Most Simplify per dollar

PFIX30.4%

HARD30.2%

YGLD29.0%

CAS24.6%

Simplify SBAR · each square = $10 of $1,000 · as of Nov 4, 2026

SBAR’s Share of Dividend Stocks ETFs

Today

0.1%

of the $854B in 402 Dividend stocks ETFs

SBAR$439M0.1%

SCHD$121B14.2%

VIG$109B12.8%

399 others$623B72.9%

Dividend stocks ETF AUM · Nov 5, 2026

SBAR Fee per $100 vs Peers

Today

$0.87a year
per $100

$87 a year on $10,000

VIG$0.04

VYM$0.04

SCHD$0.06

DGRO$0.08

CGDV$0.33

SBAR$0.87

Expense ratio · Dividend stocks peers · Nov 5, 2026

Inside SBAR

5 holdings · as of Nov 4, 2026

SBAR

Simplify Barrier Income ETF

Today

Financial Services89.2%SBILSimplify E Govt Money MKT ETF89.2%Other10.8%

Financial Services89.2%SBILSimplify E Govt Money MKT ETF89.2%

#	Ticker	Company		Weight ▼
1	SBIL	Simplify E Govt Money MKT ETF		89.25%

Financial ServicesOther

Simplify SBAR · current holdings by weight · as of Nov 4, 2026 · each tile is one holding

How It Compares

SBAR

Simplify Barrier Income ETF’s Peers

YTD


SCHD	SchwabRead Desk	0.06%	+35.3%	+41.6%	$121.5B
VIG	VanguardRead Desk	0.04%	+16.4%	+18.9%	$109.1B
VYM	VanguardRead Desk	0.04%	+17.2%	+21.2%	$78.9B
DGRO	iSharesRead Desk	0.08%	+20.6%	+24.5%	$45.1B
CGDV	Capital GroupRead Desk	0.33%	+14.6%	+17.5%	$38.8B
SBAR	SimplifyThis fundRead Desk	0.87%	+5.7%	+8.3%	$439M

Dividend stocks peers · YTD and past-year returns · as of Nov 5, 2026 · sorted by AUM

Head to Head

Put SBAR head to head with SCHD →

SCHD vs SBAR

YTD

SCHDSchwab · Dividend stocksSBARSimplify · Dividend stocks

Year to date

+35.3%

+5.7%

SCHD wins+29.5 pts

Past year

+41.6%

+8.3%

SCHD wins+33.3 pts

Fee

0.06%

0.87%

SCHD winslower fee

Yield

2.9%

12.3%

SBAR wins+9.4 pts

AUM

$121B

$439M

SCHD276.7× more

3–1SCHD wins

Schwab SCHD and Simplify SBAR · year-to-date · as of Nov 5, 2026 · AUM not scored

SBAR vs VOO

YTD

SBAR · Simplify Barrier Income

+5.7%

VOO · S&P 500

+13.4%

Gap

7.6 pts

Simplify SBAR and Vanguard VOO · YTD total return · as of Nov 5, 2026

SBAR vs Its Peer Average

YTD

SBARAvsBPeer average

1D+0.4%+1.3%

1M−0.5%+1.1%

3M+1.0%−0.2%

YTD+5.7%+11.0%

1Y+8.3%+13.9%

3Y[…]+63.0%

5Y[…]+52.8%

1–4Peer average wins

401 Dividend stocks peers · each row scaled to its leader

The Details

SBAR

Risk

3/5our risk indicator

CalmerBumpier

Volatility · 1Y8.35%

Deepest drop · 1Y−5.3%

Lowest point · 5Y−0.2%

52-week range

$25.05

$24.26−6.5% from the high$26.78

Simplify SBAR · past-year price moves · as of Nov 5, 2026

SBAR

Fund Facts

Today

2025launched Apr 14

Tracks[…]

Exchange · CUSIPAMEX · 82889N335

StructureETF

Leverage1x

Cost on $10,000$87 a year

Go deeper

Prospectus & documents Trading & liquidity Fees & costs Distributions

Simplify SBAR · fund facts · as of Nov 5, 2026

SBAR

Payouts by Year

$0.25per share, Oct 2026

Distribution yield12.3%

PaidEvery month

Latest ex-date · paidOct 27 · Oct 30, 2026

12 payouts added up$3.09 a share

Simplify SBAR · distributions by ex-date · 2025–2026

All Fund FactsDocuments · trading · fees · every payout

Prospectus & Documents

Official documents are being connected from SEC EDGAR: […]. Read the issuer’s prospectus before investing.

Trading & Liquidity

Net asset value$24.87

Premium / discount[…]

Median spread · 30D[…]

Volume today96K

Average volume · 30D130K

Shares outstanding[…]

Options[…]

Fees & Costs

Net expense ratio0.87%

Gross expense ratio[…]

Management fee[…]

Cost on $10,000 a year$87.00

Our risk indicator3/5

Estimated yearly cost excludes trading costs and assumes constant assets.

Distributions

Ex-date	Paid	Per share
Oct 27, 2026	Oct 30, 2026	$0.25
Sep 25, 2026	Sep 30, 2026	$0.25
Aug 26, 2026	Aug 31, 2026	$0.25
Jul 28, 2026	Jul 31, 2026	$0.25
Jun 25, 2026	Jun 30, 2026	$0.25
May 26, 2026	May 29, 2026	$0.25
Apr 27, 2026	Apr 30, 2026	$0.25
Mar 26, 2026	Mar 31, 2026	$0.25
Feb 24, 2026	Feb 27, 2026	$0.25
Jan 27, 2026	Jan 30, 2026	$0.28
Dec 23, 2025	Dec 31, 2025	$0.28
Nov 21, 2025	Nov 28, 2025	$0.28

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