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Simplify Exchange Traded Funds (FOXY)
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Upturn Advisory Summary
12/18/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit 3.79% | Avg. Invested days 78 | 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 12/18/2025 |
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 Exchange Traded Funds is a newer entrant in the ETF space, focusing on innovative and alternative investment strategies. Founded in [Founding Year - assuming a recent founding date for a specialized ETF provider, e.g., 2020], the company aims to provide investors with unique exposures not typically found in traditional ETFs. Significant milestones would include the launch of their initial suite of products and subsequent inflows into these funds.
Core Business Areas
- Alternative Investment Strategies: Development and management of Exchange Traded Funds (ETFs) that employ non-traditional investment strategies, often incorporating options, futures, or thematic approaches.
- Thematic Investing: Creation of ETFs focused on emerging themes and sectors, such as disruptive technologies, ESG (Environmental, Social, and Governance) initiatives, and specific market inefficiencies.
- Investor Education and Support: Providing resources and insights to help investors understand and utilize their specialized ETF offerings.
Leadership and Structure
Information on specific leadership and organizational structure for Simplify Exchange Traded Funds is not readily available in public domain for a niche ETF provider. Typically, such firms are led by a team of experienced professionals in asset management, ETF product development, and distribution.
Top Products and Market Share
Key Offerings
- Competitors: iPath Series B S&P 500 VIX Futures ETN (VXX), ProShares VIX Short-Term Futures ETF (VIXY), and other options-based ETFs.
- Market Share Data: Not publicly available for individual product of smaller ETF providers.
- Number of Users: Not publicly available.
- Product Name 1: Simplify Volatility Premium ETF (SVOL) - Seeks to provide a premium return through a volatility strategy, aiming to capture premiums generated from selling options. Competitors include other volatility-focused ETFs and strategies managed by larger asset managers.
- Revenue: Not publicly available.
- Competitors: Invesco QQQ Trust (QQQ), Vanguard Nasdaq-100 ETF (QQQM), and other Nasdaq 100 tracking ETFs.
- Market Share Data: Not publicly available for individual product of smaller ETF providers.
- Number of Users: Not publicly available.
- Product Name 2: Simplify Nasdaq 100 PLUS Convexity ETF (QQQY) - Aims to provide enhanced returns on the Nasdaq 100 index through a combination of long equity exposure and a 'buy-write' strategy with options. Competitors include other Nasdaq 100 ETFs and structured products.
- Revenue: Not publicly available.
- Competitors: Global X U.S. Inflation Focused ETF (HUSH), and other actively managed equity funds with hedging.
- Market Share Data: Not publicly available for individual product of smaller ETF providers.
- Number of Users: Not publicly available.
- Product Name 3: Simplify US Equity PLUS Downside Hedged ETF (JPLS) - Designed to offer exposure to US equities with built-in downside protection via hedging strategies. Competitors include other actively managed equity ETFs with hedging components and managed futures strategies.
- Revenue: Not publicly available.
Market Dynamics
Industry Overview
The US ETF market is highly competitive and mature, dominated by large asset managers. However, there is a growing demand for specialized, thematic, and alternative investment ETFs as investors seek diversified strategies and alpha generation. The regulatory environment for ETFs is well-established.
Positioning
Simplify Exchange Traded Funds positions itself as a provider of innovative and sophisticated ETF strategies that cater to investors looking for alternatives to traditional index-tracking products. Their competitive advantage lies in their ability to develop unique, often options-based, strategies not commonly offered by larger players.
Total Addressable Market (TAM)
The total addressable market for ETFs in the US is in the trillions of dollars. Simplify Exchange Traded Funds's TAM is a subset of this, focusing on investors interested in alternative and thematic strategies, which is a growing but still niche segment within the broader ETF market.
Upturn SWOT Analysis
Strengths
- Innovative Product Development: Focus on unique and less common ETF strategies.
- Niche Market Focus: Catering to a segment of investors seeking sophisticated solutions.
- Agility: As a smaller firm, potentially more nimble in developing and launching new products.
Weaknesses
- Brand Recognition: Limited brand awareness compared to established ETF giants.
- Distribution Challenges: Securing widespread distribution channels can be difficult for smaller firms.
- Asset Under Management (AUM): Smaller AUM can limit scale and impact.
- Limited Track Record: Being a newer company, a long-term performance track record is still developing.
Opportunities
- Growing Investor Demand for Alternatives: Increasing interest in non-traditional asset classes.
- Expansion into New Themes: Identifying and launching ETFs for emerging investment themes.
- Partnerships: Collaborating with financial advisors and institutions for broader distribution.
- Technological Advancements: Leveraging technology for product innovation and client service.
Threats
- Intense Competition: Competition from large, well-capitalized ETF providers.
- Regulatory Changes: Potential for new regulations impacting ETF products and strategies.
- Market Volatility: Strategies dependent on volatility can be sensitive to market swings.
- Performance Risk: Inability to consistently deliver desired returns can lead to outflows.
Competitors and Market Share
Key Competitors
- Invesco Ltd. (IVZ)
- WisdomTree Investments, Inc. (WETF)
- iShares (BlackRock Inc.) (BLK) - While a direct competitor, iShares is a much larger entity.
- ProShares
- Direxion
Competitive Landscape
Simplify Exchange Traded Funds operates in a highly competitive landscape dominated by much larger and more established ETF providers. Their advantage lies in their ability to offer niche, actively managed, and innovative strategies that larger players may not prioritize. However, they face significant challenges in terms of brand recognition, marketing budget, and distribution reach.
Growth Trajectory and Initiatives
Historical Growth: Growth for Simplify Exchange Traded Funds is primarily measured by the growth in Assets Under Management (AUM) across its ETF offerings. Early growth would be dependent on the successful launch and investor adoption of its initial products.
Future Projections: Future projections are speculative and would depend on the continued innovation of their ETF strategies, successful marketing and distribution, and overall market demand for alternative investments. Growth is expected to be tied to the inflows into their specialized ETFs.
Recent Initiatives: Recent initiatives would likely involve the launch of new ETFs with novel strategies, enhancements to existing product offerings, and efforts to expand distribution partnerships with financial advisors and institutions.
Summary
Simplify Exchange Traded Funds is a niche player in the US ETF market, focusing on innovative and alternative investment strategies. Their strengths lie in product differentiation and catering to specialized investor needs. However, they face significant challenges from larger competitors in terms of brand recognition and distribution. Continued success will depend on their ability to consistently develop compelling products and effectively reach their target audience.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company website (for product information)
- Financial news outlets (for general industry trends)
- ETF data providers (for general ETF market information)
Disclaimers:
The information provided is based on publicly available data and general industry knowledge. Specific financial performance, AUM, and market share data for Simplify Exchange Traded Funds and its individual products are not readily disclosed, making a comprehensive financial analysis challenging. This analysis is for informational purposes only and not investment advice.
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.