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Simplify Exchange Traded Funds (LITL)
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Upturn Advisory Summary
10/15/2025: LITL (1-star) is a SELL. SELL since 4 days. Simulated Profits (-1.78%). Updated daily EoD!
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 -5.69% | Avg. Invested days 29 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
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 05/4/2025 |
52 Weeks Range - | Updated Date 05/4/2025 | ||
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 was founded in 2020 by Paul Kim. It quickly gained recognition for its innovative approach to options-based ETFs, aiming to provide investors with defined outcomes and downside protection.
Core Business Areas
- Defined Outcome ETFs: Offers ETFs that aim to provide specific investment outcomes over a defined period, often utilizing options strategies.
- Downside Protection ETFs: Offers ETFs designed to protect investors from market downturns, utilizing strategies such as put options.
- Leveraged and Inverse ETFs: Offers ETFs providing leveraged and inverse exposure to various asset classes.
Leadership and Structure
Paul Kim is the founder and CEO. The company has a team of investment professionals focused on options trading and ETF management.
Top Products and Market Share
Key Offerings
- SPYC - Simplify US Equity PLUS Convexity ETF: Aims to deliver a superior risk-adjusted return stream compared to the S&P 500 Index by leveraging options strategies. Competitors include Innovator ETFs and other volatility management funds.
- HDGE - AdvisorShares Ranger Equity Bear ETF: Actively seeks capital appreciation by taking short positions in securities. Competitors include ProShares Short S&P500 (SH) and similar inverse ETFs.
- FIG - Simplify Macro Strategy ETF: Provides exposure to different market environments through a combination of macro strategies. Competitors include other actively managed macro ETFs.
Market Dynamics
Industry Overview
The ETF industry is highly competitive and growing, with increasing demand for specialized investment strategies, including defined outcome and downside protection products. Volatility and uncertainty in the market are key drivers of this growth.
Positioning
Simplify ETFs differentiates itself through its focus on options-based strategies and defined outcome ETFs. It aims to offer innovative products that address specific investor needs, such as downside protection and enhanced returns.
Total Addressable Market (TAM)
The total addressable market for ETFs is several trillion dollars. Simplify ETFs focuses on specific niches within this market, such as defined outcome and volatility management strategies, representing a smaller but rapidly growing segment.
Upturn SWOT Analysis
Strengths
- Innovative product offerings
- Expertise in options strategies
- Focus on defined outcomes
- Agile and responsive to market changes
Weaknesses
- Relatively small asset under management (AUM)
- Limited brand recognition compared to larger ETF providers
- Higher expense ratios compared to traditional index ETFs
- Performance dependent on options market conditions
Opportunities
- Growing demand for defined outcome and downside protection ETFs
- Expansion into new asset classes and investment strategies
- Partnerships with financial advisors and institutions
- Increasing adoption of ETFs by retail investors
Threats
- Increased competition from larger ETF providers
- Changes in regulations affecting options trading
- Market volatility and unexpected events
- Investor misunderstanding of complex ETF strategies
Competitors and Market Share
Key Competitors
- IVOL
- VIXY
- UVXY
Competitive Landscape
Simplify ETFs faces competition from larger ETF providers with established brands and distribution networks. Its competitive advantage lies in its specialized focus on options-based strategies and innovative product development.
Growth Trajectory and Initiatives
Historical Growth: Simplify ETFs has experienced significant growth in AUM since its inception, driven by demand for its innovative products. The exact growth rate is not publicly available.
Future Projections: Future growth is expected to continue as the demand for defined outcome and downside protection ETFs increases. Projections are dependent on market conditions and the company's ability to innovate.
Recent Initiatives: Simplify ETFs continues to launch new ETFs targeting specific investment needs and market opportunities. Recent initiatives include the expansion of its defined outcome product line and the launch of ETFs focused on specific sectors.
Summary
Simplify ETFs is a relatively new but innovative ETF provider focused on options-based strategies. It offers unique products like defined outcome and downside protection ETFs, catering to investors seeking specific risk-return profiles. The company's success depends on its ability to continue innovating and attract assets in a competitive market. The company should continue focusing on building a strong brand and expanding distribution channels.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Simplify ETFs website
- ETF.com
- Company Press Releases
- Financial News Articles
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data and analysis are 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 | Headquaters - | ||
IPO Launch date 2025-04-29 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. small-capitalization companies. The manager defines small-capitalization companies as those, at the time of purchase, with market capitalizations no larger than the largest constituent of the Russell 2000® Index. 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.