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Upturn AI SWOT - About
Simplify Exchange Traded Funds (QIS)
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Upturn Advisory Summary
08/14/2025: QIS (1-star) is currently NOT-A-BUY. Pass it for now.
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 -11.76% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 18.75 - 25.51 | Updated Date 06/30/2025 |
52 Weeks Range 18.75 - 25.51 | Updated Date 06/30/2025 |
Upturn AI SWOT
Simplify Exchange Traded Funds
ETF Overview
Overview
Simplify Exchange Traded Funds offers a range of ETFs focused on options-based strategies, income generation, downside protection, and thematic investing using derivatives and innovative portfolio construction techniques.
Reputation and Reliability
Simplify Asset Management is a relatively new but growing ETF issuer known for its innovative and complex ETF strategies. Their reliability is still being established.
Management Expertise
The management team has expertise in options, derivatives, and quantitative investing strategies, crucial for managing their complex ETF products.
Investment Objective
Goal
The primary goal is to provide targeted exposure to specific market segments or strategies, often with an emphasis on risk management or enhanced returns through options.
Investment Approach and Strategy
Strategy: Simplify ETFs generally employ active management using options and derivatives to achieve specific investment outcomes, not typically tracking a standard index.
Composition The assets held include options contracts, equities, fixed income, and other derivatives, depending on the specific ETF's objective.
Market Position
Market Share: Simplify's market share is small, as it is a new entrant within the competitive ETF Market.
Total Net Assets (AUM): 1000000000
Competitors
Key Competitors
- ProShares (BITO)
- Global X (QYLD)
- Amplify ETFs (IWMY)
Competitive Landscape
The ETF industry is highly competitive. Simplify faces competition from large, established ETF providers and other niche players offering similar strategies. Simplify's advantage lies in its innovative and complex options-based strategies. Disadvantages include its relatively smaller AUM and shorter track record compared to competitors.
Financial Performance
Historical Performance: Historical performance varies widely depending on the specific Simplify ETF. Performance data needs to be reviewed for each fund individually.
Benchmark Comparison: Benchmark comparison is difficult as most Simplify ETFs do not directly track a standard index; performance should be compared to similar strategies or desired investment outcomes.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
Average trading volume varies by ETF, some demonstrate high, others moderate liquidity.
Bid-Ask Spread
Bid-ask spreads differ across Simplify ETFs, influenced by AUM and trading volume.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, volatility levels, and specific sector performance all impact Simplify ETFs, particularly those using options strategies.
Growth Trajectory
Growth depends on investor demand for specific strategies, successful product development, and overall market conditions. Simplify consistently adds to its product line.
Moat and Competitive Advantages
Competitive Edge
Simplify's competitive advantage lies in its focus on innovative options-based strategies and its ability to design ETFs targeting specific investment outcomes, such as downside protection or enhanced income. They provide access to sophisticated investment techniques that may be difficult for individual investors to implement. Their focus on managing volatility and tail risk sets them apart from traditional ETF providers. The ability to create complex ETFs creates a niche in the market that can be hard to replicate.
Risk Analysis
Volatility
Volatility depends on the specific ETF and its underlying assets. Options-based strategies can both increase and decrease volatility.
Market Risk
Market risk depends on the underlying assets and the ETF's strategy. Options strategies can amplify or mitigate market risk.
Investor Profile
Ideal Investor Profile
Sophisticated investors with a good understanding of options and derivatives, seeking specific investment outcomes such as downside protection, income generation, or enhanced returns.
Market Risk
Suitable for active traders, experienced investors looking to fine-tune portfolio exposures, or those seeking specific risk management tools; not recommended for passive index followers.
Summary
Simplify Exchange Traded Funds offer innovative options-based strategies for investors seeking specific outcomes. Simplify specializes in ETFs using derivatives. These ETFs appeal to more experienced investors seeking tailored market exposure and risk management solutions. Simplify's active management approach and complex strategies distinguish it from traditional index-tracking ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Simplify Asset Management Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market data is subject to change.
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 fund is an actively managed ETF that seeks to achieve its investment objective by investing, primarily through total return swaps, in a diversified portfolio of third-party quantitative investment strategies across equities, interest rates, commodities, and currencies. The swaps provide returns to the fund that are based on model portfolios generated by the quantitative investment strategies.
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.