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Upturn AI SWOT - About
Simplify Volatility Premium ETF (SVOL)
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Upturn Advisory Summary
08/14/2025: SVOL (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 -30.47% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.59 | 52 Weeks Range 12.53 - 19.98 | Updated Date 06/29/2025 |
52 Weeks Range 12.53 - 19.98 | Updated Date 06/29/2025 |
Upturn AI SWOT
Simplify Volatility Premium ETF
ETF Overview
Overview
The Simplify Volatility Premium ETF (SVOL) seeks to generate income by selling short-dated VIX futures contracts. The fund aims to capitalize on the tendency of VIX futures to trade at a premium to the spot VIX index, a phenomenon known as 'contango'. SVOL primarily invests in VIX futures and U.S. Treasury securities.
Reputation and Reliability
Simplify Asset Management is a relatively new but innovative ETF provider known for its focus on option-based and alternative strategies.
Management Expertise
Simplify's management team possesses experience in volatility trading and ETF management.
Investment Objective
Goal
To generate income by selling short-dated VIX futures contracts.
Investment Approach and Strategy
Strategy: SVOL employs a strategy of selling VIX futures contracts to profit from the volatility risk premium and contango in the VIX futures market.
Composition The ETF primarily holds VIX futures contracts and U.S. Treasury securities as collateral.
Market Position
Market Share: SVOL holds a significant market share within the volatility premium harvesting ETF space.
Total Net Assets (AUM): 626430825
Competitors
Key Competitors
- ProShares Short VIX Short-Term Futures ETF (SVXY)
- VelocityShares Daily Inverse VIX Short-Term ETN (XIV) - Discontinued
- iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX)
Competitive Landscape
The competitive landscape involves strategies to profit from volatility decay in VIX futures contracts. SVOL distinguishes itself with its focus on maximizing income generation through structured volatility premium harvesting and managing volatility risk. SVXY attempts to profit from similar decay, but does not do it through a premium strategy.
Financial Performance
Historical Performance: Historical performance data is not directly available due to time constraints, but please check for historical performance in the resources mentioned in the sources below.
Benchmark Comparison: The ETF does not explicitly track a traditional benchmark index, but it may be compared against the performance of VIX futures curves.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
Average trading volume for SVOL is reasonably healthy, facilitating relatively easy entry and exit for investors, depending on the volume and risk involved.
Bid-Ask Spread
The bid-ask spread for SVOL is typically tight, reflecting relatively good liquidity and minimizing transaction costs for investors, depending on the volume and risk involved.
Market Dynamics
Market Environment Factors
Market volatility, investor sentiment, and the term structure of the VIX futures curve significantly influence SVOL's performance.
Growth Trajectory
SVOL's growth is tied to its ability to consistently generate income from volatility premium harvesting and manage risk effectively in varying market conditions. Changes to strategy may be made based on market conditions.
Moat and Competitive Advantages
Competitive Edge
SVOL's competitive edge lies in its income-generating approach of volatility premium harvesting strategy by selling VIX futures. This approach aims to provide consistent returns to investors. The fund seeks to generate income from contango in the VIX futures market. SVOL also focuses on managing downside risks, particularly during periods of market stress and volatility spikes.
Risk Analysis
Volatility
SVOL is subject to significant volatility, particularly during periods of market stress and VIX spikes.
Market Risk
The primary risks associated with SVOL include the potential for losses due to adverse movements in VIX futures prices and the inherent risks of investing in volatility-related products.
Investor Profile
Ideal Investor Profile
SVOL is best suited for sophisticated investors who understand the complexities of volatility-based strategies and are seeking to generate income or hedge portfolio risk.
Market Risk
SVOL may be suitable for active traders seeking short-term exposure to volatility premium harvesting. It is less appropriate for passive index followers or risk-averse investors.
Summary
The Simplify Volatility Premium ETF (SVOL) aims to generate income through selling short-dated VIX futures contracts, capitalizing on the volatility risk premium. It primarily invests in VIX futures and U.S. Treasury securities. While it offers the potential for consistent income, it's subject to significant volatility, particularly during market stress. SVOL is best suited for sophisticated investors who understand volatility strategies and are comfortable with the associated risks, and have experience in using such products.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Simplify Asset Management Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share estimations are approximations and may vary based on reporting sources.
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 Volatility Premium ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
In pursuing its investment objective, the fund primarily purchases or sells futures contracts, call options, and put options on VIX futures. The fund holds cash, cash-like instruments or high-quality fixed income securities (collectively, "Collateral").
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.