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Upturn AI SWOT - About
Simplify Propel Opportunities ETF (SURI)
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Upturn Advisory Summary
10/24/2025: SURI (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 27.67% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 12.17 - 24.25 | Updated Date 06/30/2025 |
52 Weeks Range 12.17 - 24.25 | Updated Date 06/30/2025 |
Upturn AI SWOT
Simplify Propel Opportunities ETF
ETF Overview
Overview
The Simplify Propel Opportunities ETF (SPOI) seeks capital appreciation by investing in a diversified portfolio of high-growth companies. It aims to identify opportunities in rapidly evolving sectors and themes, using a dynamic and adaptable investment approach.
Reputation and Reliability
Simplify Asset Management is a relatively new but innovative ETF provider known for its focus on options-based strategies and thematic investing.
Management Expertise
Simplify's management team consists of experienced professionals with expertise in portfolio management, quantitative analysis, and derivatives.
Investment Objective
Goal
The primary investment goal of SPOI is to achieve capital appreciation.
Investment Approach and Strategy
Strategy: SPOI employs an actively managed strategy, dynamically allocating capital to companies with high growth potential across various sectors and themes.
Composition SPOI primarily invests in stocks, focusing on companies exhibiting strong revenue growth, innovation, and disruptive potential.
Market Position
Market Share: Data not readily available
Total Net Assets (AUM): Data not readily available
Competitors
Key Competitors
- ARKK
- TAN
- ICLN
- SMH
Competitive Landscape
The competitive landscape is dominated by larger, more established thematic ETFs. SPOI differentiates itself through its dynamic asset allocation and focus on identifying emerging growth opportunities. However, it faces challenges in gaining market share due to its smaller size and newer presence compared to competitors like ARKK and ICLN. The lack of available data makes the accuracy of its market share unknown. The accuracy of its competitior's market share is also unknown.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's relatively short trading history.
Benchmark Comparison: Benchmark comparison depends on the specific investment themes and sectors SPOI is currently targeting.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
Average trading volume information for SPOI indicates that the ETF has limited liquidity.
Bid-Ask Spread
The bid-ask spread for SPOI is generally wider than more established ETFs, reflecting its lower trading volume.
Market Dynamics
Market Environment Factors
SPOI's performance is influenced by factors such as economic growth, interest rates, technological innovation, and investor sentiment towards growth stocks.
Growth Trajectory
SPOI's growth trajectory will depend on its ability to identify and capitalize on emerging investment opportunities and adapt its strategy to changing market conditions. Changes to its strategy and holdings are part of its active management process.
Moat and Competitive Advantages
Competitive Edge
SPOI's competitive edge lies in its dynamic asset allocation strategy, which allows it to adapt to changing market conditions and capitalize on emerging growth opportunities. Its focus on thematic investing and emerging sectors provides exposure to innovative companies. The active management approach aims to generate alpha by identifying undervalued growth stocks. However, active management also introduces the risk of underperformance compared to passive benchmarks.
Risk Analysis
Volatility
SPOI is expected to exhibit higher volatility than broader market ETFs due to its focus on growth stocks and emerging sectors.
Market Risk
SPOI is exposed to market risk, sector-specific risk, and company-specific risk. Its investments in growth stocks can be sensitive to changes in investor sentiment and economic conditions.
Investor Profile
Ideal Investor Profile
The ideal investor for SPOI is someone who is seeking capital appreciation and is comfortable with a higher level of risk. Investors should have a long-term investment horizon.
Market Risk
SPOI is more suitable for long-term investors and active traders who are knowledgeable about growth stocks and thematic investing. It is less suitable for passive index followers.
Summary
The Simplify Propel Opportunities ETF (SPOI) is an actively managed ETF focused on capital appreciation through investments in high-growth companies. Its dynamic asset allocation strategy aims to identify emerging investment opportunities. SPOI is suitable for investors with a higher risk tolerance and long-term investment horizon. However, it has a limited trading history and may exhibit higher volatility compared to broader market ETFs. Due to its relative newness, limited data is available, but the ETF is suitable for investors looking for high growth in developing thematic investment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Simplify Asset Management Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered 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 Propel Opportunities ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund. The Sub-Adviser concentrates the fund's investments (i.e., invests more than 25% of its net assets) in the securities of issuers in the biotechnology, pharmaceuticals, healthcare technology, and life science tools and services industries. The Sub-Adviser employs an actively managed opportunistic multi-asset strategy that focuses on common stock, preferred stock, convertible bonds, structured notes, corporate notes and bonds, and ETFs that primarily invest in the preceding security types. The fund is non-diversified.
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.