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Simplify Exchange Traded Funds (KNRG)
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Upturn Advisory Summary
09/15/2025: KNRG (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 Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
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 - | Updated Date 06/10/2025 |
52 Weeks Range - | Updated Date 06/10/2025 | ||
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 with a focus on providing simple, but effective ETF solutions using options strategies.
Core Business Areas
- ETF Management: Creation and management of ETFs across different asset classes and investment strategies, primarily focused on incorporating options to enhance returns or manage risk.
Leadership and Structure
Simplify Asset Management is led by Paul Kim, CEO, and Brian Kelleher, CIO. The firm is structured around investment management, product development, and distribution.
Top Products and Market Share
Key Offerings
- SVOL - Simplify Volatility Premium ETF: An ETF that seeks to provide investment results that correspond to the performance of the SPIKES Volatility Index on a total return basis, minus fees and expenses. Competitors include VIXY, UVXY, and SVIX.
- QTUM - Simplify US Equity PLUS Downside Convexity ETF: Aims to provide capital appreciation while mitigating downside risk through a combination of equity exposure and options strategies. Competitors include funds with similar downside protection strategies.
Market Dynamics
Industry Overview
The ETF industry is experiencing significant growth, with increasing demand for specialized and strategy-driven products. Options-based ETFs are gaining traction as investors seek alternative sources of yield and risk management.
Positioning
Simplify Asset Management is positioned as an innovator in the ETF market, focusing on delivering unique and sophisticated investment solutions using options.
Total Addressable Market (TAM)
The total addressable market for ETFs is estimated to be in the trillions of dollars. Simplify is positioned to capture a segment of this market by offering specialized investment strategies; the percentage of the TAM is relatively small but growing.
Upturn SWOT Analysis
Strengths
- Innovative ETF strategies
- Experienced management team
- Focus on options-based solutions
- Strong product development capabilities
Weaknesses
- Relatively new company with a limited track record
- Smaller AUM compared to larger ETF providers
- Concentrated product line
Opportunities
- Growing demand for specialized ETFs
- Increasing adoption of options strategies
- Potential for strategic partnerships
- Expansion into new asset classes and geographies
Threats
- Increased competition from established ETF providers
- Regulatory changes impacting options strategies
- Market volatility
- Economic downturn
Competitors and Market Share
Key Competitors
- ProShares (BITO)
- Direxion (WEBL)
- Global X ETFs (AIQ)
Competitive Landscape
Simplify competes with larger ETF providers by offering specialized and innovative products. Their advantage lies in their focus on options strategies, while their disadvantage is their smaller size and limited resources.
Growth Trajectory and Initiatives
Historical Growth: Growth has been dependent on the performance and adoption of their ETFs.
Future Projections: Future growth will be driven by the continued development of innovative ETF products and expansion of their distribution network.
Recent Initiatives: Focus on new ETF launches with unique investment strategies and partnerships with financial advisors.
Summary
Simplify Asset Management is a relatively new but innovative ETF provider that concentrates on delivering investment solutions through the use of options. Their growth trajectory depends on the continued success of their ETF products and strategic expansion. However, they face competition from larger and more established players in the ETF industry. Monitoring their performance, AUM, and strategic initiatives will be crucial in assessing the companyu2019s future prospects.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Simplify Asset Management website
- ETF.com
- SEC filings
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may not be precise.
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 2025-05-28 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The Sub-Adviser employs an opportunistic strategy that focuses on relative value among credit instruments of energy and infrastructure companies. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in credit instruments issued by energy companies and infrastructure companies. 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.