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Upturn AI SWOT - About
Simplify Exchange Traded Funds (CDX)
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Upturn Advisory Summary
08/14/2025: CDX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 15.2% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.82 | 52 Weeks Range 18.98 - 24.41 | Updated Date 06/29/2025 |
52 Weeks Range 18.98 - 24.41 | Updated Date 06/29/2025 |
Upturn AI SWOT
Simplify Exchange Traded Funds
ETF Overview
Overview
Simplify Exchange Traded Funds focuses on providing innovative and specialized investment solutions, often utilizing options strategies for income generation, downside protection, or enhanced returns. Their ETFs target various sectors and asset classes with a focus on defined outcome strategies.
Reputation and Reliability
Simplify Asset Management is a relatively newer entrant in the ETF market, but they have garnered attention for their innovative and complex product offerings. Their reliability depends on their ability to consistently execute their complex strategies.
Management Expertise
The management team comprises experienced professionals with expertise in options, derivatives, and quantitative analysis.
Investment Objective
Goal
The primary investment goal varies by ETF, but often includes income generation, downside protection, or enhanced returns compared to traditional investments.
Investment Approach and Strategy
Strategy: Simplify ETFs often employ options strategies to achieve specific investment objectives, such as defined outcome strategies that limit potential losses or enhance potential gains.
Composition The assets held vary significantly by ETF, including stocks, bonds, derivatives (options), and cash.
Market Position
Market Share: Data unavailable without specifying a particular ETF.
Total Net Assets (AUM): Data unavailable without specifying a particular ETF.
Competitors
Key Competitors
- Innovator ETFs (various symbols)
- FT Cboe Vest U.S. Equity Deep Buffer ETF (BUFR)
- Nationwide Risk-Managed Income ETF (NUSI)
Competitive Landscape
The defined outcome ETF market is competitive, with Innovator ETFs holding a significant share. Simplify distinguishes itself through its unique options-based strategies and concentrated approach. Advantages include potential for higher returns or downside protection, while disadvantages involve complexity and higher expense ratios.
Financial Performance
Historical Performance: Data unavailable without specifying a particular ETF.
Benchmark Comparison: Data unavailable without specifying a particular ETF.
Expense Ratio: Data unavailable without specifying a particular ETF.
Liquidity
Average Trading Volume
Average trading volume varies considerably depending on the specific ETF and its popularity.
Bid-Ask Spread
Bid-ask spreads fluctuate depending on the ETF and its liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, volatility, and sector performance influence the performance of Simplify ETFs.
Growth Trajectory
Simplify's growth depends on the demand for innovative investment solutions and the ability to effectively manage their complex strategies. Changes in strategy and holdings are ETF-specific.
Moat and Competitive Advantages
Competitive Edge
Simplify's competitive edge lies in its ability to create and offer innovative, options-based investment solutions. These defined outcome ETFs provide investors with a unique way to manage risk and potentially enhance returns. They specialize in designing ETFs that cater to specific investment objectives, such as income generation, downside protection, or enhanced capital appreciation. Their ability to adapt to changing market conditions and investor needs is a key advantage.
Risk Analysis
Volatility
Volatility depends on the underlying assets and the specific options strategy employed.
Market Risk
Market risk is tied to the underlying assets of the ETF. Options strategies can amplify or mitigate market risk.
Investor Profile
Ideal Investor Profile
The ideal investor is generally sophisticated and has a strong understanding of options, derivatives, and risk management. They should also be comfortable with the potential for higher expense ratios in exchange for the benefits of the ETF's strategy.
Market Risk
Simplify ETFs are suited for investors seeking specific outcomes, such as downside protection or income generation, and willing to accept the complexity and higher costs associated with options-based strategies.
Summary
Simplify Exchange Traded Funds offers innovative, options-based ETFs focused on defined outcomes. Their products target specific investment objectives, such as income, protection, or enhancement. Investors should have a strong understanding of options and risk management. Performance varies depending on the specific ETF and market conditions. They are best suited for sophisticated investors seeking specialized solutions and understanding the inherent complexities and costs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Simplify Asset Management Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Simplify Exchange Traded Funds
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The adviser seeks to achieve the fund"s investment objective by investing in high yield bonds also known as "junk bonds" primarily by purchasing exchange traded funds and applying a credit hedge derivatives strategy to the fund"s investments. Under normal circumstances, the fund will invest at least 80% of its net assets in high yield securities. The fund may invest up to 20% of its portfolio in derivatives.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.