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Simplify Exchange Traded Funds (SBAR)
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Upturn Advisory Summary
10/15/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit 4.92% | Avg. Invested days 89 | 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 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 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 by Paul Kim, ex-Principal of Principal Global Investors and ex-Managing Director of Deutsche Asset Management. It focuses on building unique and innovative ETF solutions for various investment objectives.
Core Business Areas
- Actively Managed ETFs: Simplify offers a range of actively managed ETFs designed to achieve specific investment outcomes, such as income generation, risk management, or enhanced returns.
Leadership and Structure
Paul Kim is the founder and CEO. The organizational structure likely involves portfolio managers, research analysts, marketing, and operations teams. The exact structure is not public knowledge.
Top Products and Market Share
Key Offerings
- Simplify US Equity PLUS Convexity ETF (SPYC): SPYC seeks to provide exposure to the returns of the S&P 500 Index, while buffering downside risk. Competitors include other option overlay ETFs like Innovator ETFs and Defined Outcome ETFs.
- Simplify Interest Rate Hedge ETF (PFIX): PFIX seeks to hedge against rising interest rates. Competitors include Direxion Daily 20+ Year Treasury Bear 3X Shares (TMV) and ProShares UltraShort 20+ Year Treasury (TBT).
Market Dynamics
Industry Overview
The ETF market is highly competitive and rapidly growing. Active ETFs are becoming increasingly popular as investors seek strategies that can potentially outperform passive indexes. Interest rate hedging strategies are relevant in times of inflation and economic uncertainty.
Positioning
Simplify differentiates itself by offering specialized and innovative ETF solutions that often employ option strategies. Their focus is on providing investors with tools to manage risk and enhance returns in specific market environments.
Total Addressable Market (TAM)
The global ETF market is estimated to be in the trillions of dollars. Simplify is positioned to capture a segment of this market by offering specialized actively managed strategies within the broader ETF landscape.
Upturn SWOT Analysis
Strengths
- Innovative product development
- Experienced management team
- Focus on specific investment objectives
- Strong marketing presence
Weaknesses
- Relatively small AUM compared to larger ETF providers
- Concentration risk in niche strategies
- Higher expense ratios compared to passive ETFs
- Dependence on key personnel
Opportunities
- Growing demand for active ETFs
- Expansion into new asset classes and investment strategies
- Partnerships with financial advisors and institutions
- Increased awareness of risk management tools
Threats
- Intense competition from established ETF providers
- Changes in market conditions that impact ETF performance
- Regulatory scrutiny of active ETFs
- Economic downturn
Competitors and Market Share
Key Competitors
- IVV
- SPY
- VOO
- XLY
- XLK
Competitive Landscape
Simplify competes by offering unique ETF strategies. Its advantage is niche innovation, while its disadvantage is smaller scale compared to larger ETF providers.
Growth Trajectory and Initiatives
Historical Growth: Growth is dependent on investor adoption of active ETF strategies and AUM inflows.
Future Projections: Future growth will be tied to innovation of ETF products.
Recent Initiatives: Continues to launch new ETFs with specific investment goals.
Summary
Simplify Asset Management is a relatively new but innovative player in the ETF market, specializing in actively managed funds with a focus on risk management and unique investment objectives. They face competition from larger, more established ETF providers. Their continued success depends on their ability to attract investors to their specialized strategies and navigate changing market conditions. Innovation will be key.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Simplify Asset Management website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share data is approximate and based on available information. Financial data for privately held companies is limited.
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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