XXV vs. SBAR
XXV (Simplify Ancorato Target 25 Distribution ETF) and SBAR (Simplify Barrier Income ETF) are both Derivative Income funds from Simplify. Both are actively managed. At a 0.48 correlation, their price movements are largely independent. XXV charges 0.85%/yr vs 0.75%/yr for SBAR.
Performance
XXV vs. SBAR - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with XXV having a 2.95% return and SBAR slightly higher at 2.97%.
XXV
- 1D
- -0.51%
- 1M
- 0.52%
- YTD
- 2.95%
- 6M
- 2.27%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SBAR
- 1D
- -0.16%
- 1M
- 1.03%
- YTD
- 2.97%
- 6M
- 2.81%
- 1Y
- 10.63%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XXV vs. SBAR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XXV Simplify Ancorato Target 25 Distribution ETF | 2.95% | 4.06% |
SBAR Simplify Barrier Income ETF | 2.97% | 3.81% |
Correlation
The correlation between XXV and SBAR is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025 | 0.48 |
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Return for Risk
XXV vs. SBAR — Risk / Return Rank
XXV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SBAR
XXV vs. SBAR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Ancorato Target 25 Distribution ETF (XXV) and Simplify Barrier Income ETF (SBAR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XXV | SBAR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.22 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.00 | — |
| Martin ratioReturn relative to average drawdown | — | 7.41 | — |
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Drawdowns
XXV vs. SBAR - Drawdown Comparison
The maximum XXV drawdown since its inception was -8.90%, which is greater than SBAR's maximum drawdown of -5.32%. Use the drawdown chart below to compare losses from any high point for XXV and SBAR.
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Drawdown Indicators
| XXV | SBAR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.90% | -5.32% | -3.58% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.32% | — |
Current DrawdownCurrent decline from peak | -3.22% | -0.89% | -2.33% |
Average DrawdownAverage peak-to-trough decline | -2.08% | -0.92% | -1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.44% | — |
Volatility
XXV vs. SBAR - Volatility Comparison
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Volatility by Period
| XXV | SBAR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.70% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 5.74% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.65% | 8.78% | +3.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.65% | 9.83% | +2.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.65% | 9.83% | +2.82% |
XXV vs. SBAR - Expense Ratio Comparison
XXV has a 0.85% expense ratio, which is higher than SBAR's 0.75% expense ratio.
Dividends
XXV vs. SBAR - Dividend Comparison
XXV's dividend yield for the trailing twelve months is around 13.04%, more than SBAR's 12.65% yield.
| Position | TTM | 2025 |
|---|---|---|
SBAR Simplify Barrier Income ETF | 12.65% | 8.56% |
XXV Simplify Ancorato Target 25 Distribution ETF | 13.04% | 2.36% |
Frequently Asked Questions
XXV and SBAR have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SBAR is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SBAR is cheaper with a 0.75% expense ratio, compared with 0.85% for XXV.
XXV has the higher dividend yield at 13.04%, compared with 12.65% for SBAR.
Their fees differ too: 0.85% for XXV and 0.75% for SBAR.
Find the right allocation for XXV and SBAR
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