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Simplify Exchange Traded Funds (RFIX)
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Upturn Advisory Summary
08/14/2025: RFIX (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.
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 -13.88% | Avg. Invested days 10 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | 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 45.73 - 59.64 | Updated Date 02/26/2025 |
52 Weeks Range 45.73 - 59.64 | 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 was founded in 2020 with the aim of providing investors with strategies to enhance portfolio performance through sophisticated option overlay strategies and other innovative investment products.
Core Business Areas
- ETF Management: Creating and managing exchange-traded funds focused on different investment strategies.
- Options Overlay Strategies: Incorporating options strategies into ETFs to manage risk and enhance returns.
- Alternative Investments: Offering ETFs focused on alternative asset classes and strategies.
Leadership and Structure
Simplify Exchange Traded Funds is led by Paul Kim, the CEO and Co-Founder. The structure comprises portfolio managers, analysts, and operations teams focused on product development and investor support.
Top Products and Market Share
Key Offerings
- Market share: While specific market share data for SPCX is difficult to pinpoint, it is a well-recognized fund within the options overlay ETF space.
- Product Name 1: Simplify US Equity PLUS Convexity ETF (SPCX): Aims to provide market exposure with reduced volatility and downside protection. While precise market share is not publicly available due to being bundled into the overall ETF options strategy market, it is a notable player. Competitors include NEOS and Innovator ETFs.
- Product Name 2: Simplify Interest Rate Hedge ETF (PFIX): Designed to hedge against rising interest rates. Market share is not publicly available. Competitors include ProShares Short Term USD Emerging Markets Bond (EMSH) and iShares 20+ Year Treasury Bond ETF (TLT).
- Product Name 3: Simplify Health Care ETF (PINK): Invests in healthcare with downside protection strategy. Competitors include XLV and IYH
Market Dynamics
Industry Overview
The ETF market is experiencing significant growth, with increasing investor demand for innovative and specialized investment strategies, particularly those incorporating options. The overall ETF market continues to grow rapidly with new funds being created regularly.
Positioning
Simplify Exchange Traded Funds is positioned as an innovator within the ETF space, focusing on delivering sophisticated investment strategies, particularly through options overlays, to enhance risk-adjusted returns.
Total Addressable Market (TAM)
The total addressable market for ETFs is several trillion dollars. Simplify is addressing a segment of this, particularly investors looking for alternative and risk-managed strategies, estimated in the tens of billions. Simplify is positioned as a niche player in this overall market.
Upturn SWOT Analysis
Strengths
- Innovative product development
- Strong focus on risk management
- Experienced leadership team
- Sophisticated options overlay strategies
Weaknesses
- Relatively small AUM compared to larger ETF providers
- Complex investment strategies may be difficult for some investors to understand
- Limited brand recognition compared to established ETF issuers
Opportunities
- Growing demand for risk-managed investment solutions
- Expansion into new asset classes and geographies
- Partnerships with financial advisors and institutions
- Increased adoption of options-based strategies
Threats
- Increased competition from established ETF providers
- Changes in market volatility and interest rates
- Regulatory scrutiny of complex investment strategies
- Potential for underperformance compared to benchmark indexes
Competitors and Market Share
Key Competitors
- IVV
- SPY
- QQQ
- XLV
- TLT
- XLF
- NEOS
- Innovator ETFs
- ProShares
Competitive Landscape
Simplify's competitive advantage lies in its specialized options strategies. However, it competes with much larger ETF providers with significant brand recognition and AUM, requiring continuous innovation and education to maintain its market presence. The landscape is filled with established providers, but also new firms focusing on specialized strategies.
Growth Trajectory and Initiatives
Historical Growth: Growth can be assessed through AUM increase in its ETFs, product launches, and adoption by financial advisors. Exact figures are not readily available, but the firm has shown consistent growth since inception.
Future Projections: Future growth is projected to come from continued adoption of its innovative ETF strategies, expansion into new asset classes, and increased awareness among investors. Specific projections are not publicly available.
Recent Initiatives: Recent initiatives include launching new ETFs focused on specific market segments and risk management strategies, as well as focusing on education for financial advisors regarding complex options strategies.
Summary
Simplify Exchange Traded Funds is a growing ETF provider that specializes in innovative strategies using options overlays to manage risk and enhance returns. While its AUM is smaller than major ETF providers, its focus on sophisticated strategies offers a competitive edge. Simplify should focus on growing AUM through wider awareness and educating advisors. Threats from established companies in the ETF space need to be considered.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Simplify Exchange Traded Funds Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share data is estimated based on available information 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 2024-12-10 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed ETF. The adviser seeks to achieve the fund"s investment objective by allocating the fund"s assets between interest rate related derivatives and interest income producing debt instruments. 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.