Finance
Income Without the Pain? Simplifys New Barrier ETFs (SBAR & XV ETF Deep Dive!)
Date: 2025-08-06 22:32:00
We sit down with Jeff Schwarte, Chief Equity Strategist at Simplify Asset Management, to break down their two brand-new Barrier ETFs: XV and SBAR.
XV: Simplify Target 15 Distribution ETF
SBAR: Simplify Barrier Income ETF
These innovative funds aim to deliver high monthly income with built-in downside protection — a unique combo that income-focused investors will want to understand.
Jeff shares how barrier strategies work, why these ETFs were created, and how they fit into a modern income portfolio.
👉 Are XV and SBAR the future of income investing?
Time Stamps:
00:00 Intro to SBAR and XV from Simplify
00:30 Welcome Jeff Schwartz from Simplify Asset Management
01:00 Jeff’s background and role at Simplify and what the company offers investors
04:02 What are Barrier Option ETFs?
06:42 Deep Dive into SBAR & XV
21:15 How these two ETFs differ
24:00 Tax implications of the monthly income from SBAR & XV
24:35 Annual management fees
25:00 Where to get more info on SBAR & XV
25:30 Recap of discussion
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