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Simplify Exchange Traded Funds (FOXY)
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Upturn Advisory Summary
08/14/2025: FOXY (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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -4.12% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 22.78 - 27.63 | Updated Date 02/26/2025 |
52 Weeks Range 22.78 - 27.63 | Updated Date 02/26/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Simplify Exchange Traded Funds
Company Overview
History and Background
Simplify Asset Management was founded in 2020. It focuses on creating ETFs with a combination of core equity exposure and options overlays to manage risk and enhance returns.
Core Business Areas
- ETF Management: Creation and management of a suite of ETFs employing various investment strategies and options overlays.
- Options Strategies: Implementing and managing sophisticated options strategies within ETF portfolios.
Leadership and Structure
Simplify Asset Management's leadership includes Paul Kim (CEO) and Brian Kelleher (Chief Distribution Officer). The firm operates as an independent ETF issuer.
Top Products and Market Share
Key Offerings
- SVOL - Simplify Volatility Premium ETF: Seeks to provide investment returns that correspond to 1/5th of the daily performance of the Short VIX Futures Index. Competitors include XIV (delisted), SVXY (ProShares Short VIX Short-Term Futures ETF).
- SPYB - Simplify US Equity PLUS GB ETF: Seeks long-term growth by tracking the S&P 500 and adding exposure to UK government bonds. Competitors include broad-market index ETFs and bond ETFs.
- QTUM - Simplify US Equity PLUS Downside Convexity ETF: Seeks long-term growth by investing in the S&P 500 and utilizing options to hedge against downside risk. Competitors include other hedged equity ETFs.
Market Dynamics
Industry Overview
The ETF industry is highly competitive and growing rapidly, with increasing demand for specialized and actively managed ETFs. There is a strong interest in alternative investment strategies like volatility harvesting and option overlays.
Positioning
Simplify is positioned as an innovative ETF provider specializing in complex strategies, particularly those involving options. Its competitive advantage lies in its expertise in designing and managing these strategies.
Total Addressable Market (TAM)
The total ETF market is multi-trillion USD. Simplify's position targets a subset of the market seeking niche strategies involving risk management and enhanced returns, representing a significant portion of the overall TAM.
Upturn SWOT Analysis
Strengths
- Innovative product design
- Expertise in options strategies
- First-mover advantage in certain niches
- Experienced leadership team
Weaknesses
- Relatively small AUM compared to larger ETF providers
- Complex strategies may be difficult for some investors to understand
- Reliance on options markets can increase risk
- Limited brand recognition
Opportunities
- Growing demand for alternative investment strategies
- Expansion into new ETF categories
- Partnerships with financial advisors and institutions
- Increased investor education on options strategies
Threats
- Increased competition from larger ETF providers
- Regulatory changes impacting options trading
- Market volatility affecting options performance
- Economic downturn reducing investor risk appetite
Competitors and Market Share
Key Competitors
- IVOL
- VXX
- SVXY
- UVXY
- ProShares
- Direxion
Competitive Landscape
Simplify faces competition from established ETF providers offering similar or alternative investment strategies. Its competitive advantage lies in its specialized expertise in options and its innovative product design, but it must overcome the disadvantage of smaller AUM and brand recognition.
Growth Trajectory and Initiatives
Historical Growth: Growth is reflected in the increasing AUM of its ETFs and the launch of new funds since 2020.
Future Projections: Future growth depends on the continued success of its existing ETFs and the launch of new innovative products. Analyst estimates are not readily available for a private ETF issuer.
Recent Initiatives: Recent initiatives include the launch of new ETFs focusing on different investment strategies and market segments.
Summary
Simplify Asset Management is an innovative ETF issuer focused on niche investment strategies, particularly those involving options. It has shown growth since its founding in 2020, although its AUM remains smaller than established players. It needs to navigate market volatility and competition, and focus on investor education to explain its complex strategies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Simplify Asset Management website
- ETF.com
- Bloomberg
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share data is estimated and may vary. The analysis is based on publicly available information and may be 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 2025-02-04 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF"). The adviser seeks to fulfil the fund"s investment objective by investing primarily in foreign currency forward contracts, foreign currency forward swaps, and foreign currency futures contracts that provide exposure comparable to buying or selling the foreign currencies directly. 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.