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Simplify Exchange Traded Funds (SBAR)
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Upturn Advisory Summary
08/14/2025: SBAR (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 3.33% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | 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 24.04 - 26.50 | Updated Date 04/20/2025 |
52 Weeks Range 24.04 - 26.50 | Updated Date 04/20/2025 | ||
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 investors with innovative and sophisticated ETF solutions designed to manage risk and enhance returns. Their strategies often incorporate options overlays to achieve specific outcomes.
Core Business Areas
- ETF Management: Simplify manages a suite of ETFs designed to provide exposure to various asset classes with embedded option strategies.
- Options Overlay Strategies: A core part of Simplify's strategy involves using options overlays within their ETFs to potentially enhance returns or hedge against risk.
Leadership and Structure
Simplify Asset Management is led by Paul Kim as CEO and Brian Kroll as CIO. The firm operates with a team of portfolio managers and analysts specializing in options and ETF strategies.
Top Products and Market Share
Key Offerings
- SVOL - Simplify Volatility Premium ETF: Aims to generate income by selling volatility, primarily through short VIX futures positions and options. Competitors include VIX-related ETNs and ETFs from ProShares and iPath. Market share is difficult to ascertain precisely due to the diverse landscape of volatility products but SVOL holds a significant position in its niche.
- SPYC - Simplify US Equity PLUS Convexity ETF: Seeks capital appreciation with downside protection using S&P 500 options. Competitors include buffered ETFs from Innovator and AllianzIM. SPYC is competitive within the field of convexity ETFs, but no specific market share can be found.
- QTUM - Simplify Macro Strategy ETF: Seeks capital appreciation using a global macro approach with various asset classes. Competing with global macro hedge funds and ETF asset allocation strategies from Vanguard and BlackRock. No specific market share data available.
Market Dynamics
Industry Overview
The ETF industry is experiencing significant growth with increasing innovation and specialization. There's a growing demand for strategies that offer both returns and risk management, leading to the popularity of options-based ETFs.
Positioning
Simplify is positioned as an innovator within the ETF space, specializing in complex options-based strategies that aim to provide unique risk-return profiles. Their competitive advantage lies in their options expertise and their ability to create sophisticated ETF products.
Total Addressable Market (TAM)
The global ETF market is estimated to be in the trillions of dollars. Simplify is targeting a niche market within this larger TAM: investors seeking specialized options strategies. While the exact TAM for this niche is hard to determine, it is substantial given the growing demand for alternative investment strategies.
Upturn SWOT Analysis
Strengths
- Options Expertise
- Innovative Product Development
- Strong Management Team
- Differentiated ETF Offerings
Weaknesses
- Relatively New Company
- Complex Product Structures (may deter some investors)
- Higher Expense Ratios Compared to Traditional ETFs
- Limited Brand Recognition Compared to Larger ETF Providers
Opportunities
- Growing Demand for Alternative Investment Strategies
- Expansion into New Asset Classes and Geographies
- Increased Adoption of Options-Based ETFs
- Partnerships with Financial Advisors and Institutions
Threats
- Increased Competition from Larger ETF Providers
- Regulatory Changes Impacting Options Trading
- Market Volatility Affecting Options Strategies
- Investor Misunderstanding of Complex Products
Competitors and Market Share
Key Competitors
- IVOL
- VIXY
- UVXY
Competitive Landscape
Simplify competes with established ETF providers and specialized firms offering options-based strategies. Their competitive advantage lies in their deep options expertise and unique product designs. Competition is intense, requiring continuous innovation and effective distribution.
Growth Trajectory and Initiatives
Historical Growth: Historical Growth is unavailable due to the private nature of the company
Future Projections: Future Projections are unavailable due to the private nature of the company
Recent Initiatives: Simplify continues to launch new ETFs and expand its product offerings, focusing on innovative strategies incorporating options and alternative assets.
Summary
Simplify Asset Management is a relatively new ETF provider specializing in innovative options-based strategies. Their strength lies in their options expertise and unique product designs. However, they face challenges from larger, more established competitors and the complexity of their products requires clear communication to investors. Future growth depends on continued innovation and successful market penetration.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Simplify Asset Management Website
- ETF Database
- SEC Filings (where available)
- Third-party ETF Research Reports
Disclaimers:
This analysis is based on publicly available information and third-party research. Market share data is approximate and may vary depending on the source. Financial data is limited due to the private nature of the company. This is not financial advice; consult with a qualified financial advisor before making investment decisions.
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 2025-04-15 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund"s investment adviser seeks to fulfill the fund"s investment objective by using two income strategies: (1) an interest income strategy and (2) an income generating option spread strategy. Barrier in the fund"s name refers to the fund"s out-of-the-money barrier put spread strategies. The fund invests primarily in interest income producing U.S. government securities, such as bills, notes and bonds issued by the U.S. Treasury and fixed income ETFs that invest primarily in U.S. government securities. The fund is non-diversified.
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