SBAR ETF — Simplify Barrier Income ETF

Simplify Barrier Income ETF (SBAR)

Updated October 2, 2026.

SBAR is an ETF. its distribution rate is 11.82%, its trailing-12-month yield is 12.29%, its expense ratio is 0.75%. Dividend Vision Distribution Safety Score™ is 82/100 (Safe). Total return is 20.8% over the past 1.5 years, 24.7 points behind SPY at 45.5%.

At the current 11.82% distribution rate, a $10,000 investment would generate approximately $1,182 per year, or $98.50 per month.

SBAR performance versus SPY

Price and return data through 2026-10-02.

Total return is 20.8% over the past 1.5 years, 24.7 points behind SPY at 45.5%. Over the past year its total return — price change plus distributions reinvested — is 9.1%. Its deepest 1-year drawdown was 5.3%.

SBAR key facts

Distribution Safety Score™

82 · Safe

Safety-Adjusted Yield

9.69%

Issuer

Simplify ETFs

Asset type

ETF

Asset class

Equity

Inception date

04/14/2025

Expense ratio

0.75%

Distribution rate

11.82%

Distribution frequency

Monthly

Trailing yield

12.29%

Last close

$25.39 (as of 2026-10-02)

AUM

$420,471,201

Average volume

180200.0

Last dividend

$0.25

Last ex-dividend date

09/25/2026

Last payment date

09/30/2026

Beta

0.4973

P/E ratio

27.2658

How Dividend Vision calculates yield and returns

Distribution rate (11.82%) is the latest regular payout annualized by the fund's stated frequency, divided by the last close. Issuers often publish this as “Distribution Rate” on the fact sheet. Trailing-12-month yield (12.29%) is the sum of distributions paid in the last 12 months, split-adjusted, divided by the last close. It lags a recent raise or cut. Total return uses split-adjusted close with distributions reinvested on the ex-dividend date (a modeling convention, not the cash-settlement date) from the first stored bar on or after inception through the latest bar, compared with the same window on the benchmark. That is the security's total return, not your personal gain/loss.

Yield and safety methodology · Distribution rate methodology · Distribution Safety Score methodology

Sources and review

Primary sources: Simplify ETFs; prices and distributions from Dividend Vision, derived from vendor EOD data.

Reviewed by Bert Sweet, CEO and Co-owner of Dividend Vision. Methodology: Distribution Safety Score.

SBAR risks and drawbacks

Total return has trailed SPY over the available window. The deepest 1-year drawdown on record here is 5.3%.

Who may consider SBAR — and who may not

SBAR may suit someone looking for a high Distribution Safety Score. It is a weaker fit for investors whose main goal is matching SPY total return. This is educational context, not a recommendation to buy or sell.

Frequently asked questions

More securities from Simplify ETFs.