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Simplify Exchange Traded Funds (XV)
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Upturn Advisory Summary
10/17/2025: XV (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 4.49% | Avg. Invested days 70 | 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 10/17/2025 |
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 23.71 - 26.71 | Updated Date 04/20/2025 |
52 Weeks Range 23.71 - 26.71 | 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 Exchange Traded Funds was founded in 2020 by Paul Kim and Brian Kelleher. They aim to provide simplified access to sophisticated investment strategies through a focused range of ETFs.
Core Business Areas
- Actively Managed ETFs: Simplify specializes in actively managed ETFs designed to provide specific outcomes or exposures, such as downside protection, enhanced yield, or targeted thematic investments.
- Options-Based Strategies: Many of their ETFs utilize options strategies to achieve their investment objectives, creating unique risk-reward profiles.
Leadership and Structure
Paul Kim serves as the CEO and Brian Kelleher as CIO. The company has 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 (SVOL) seeks to generate income by selling short-term VIX futures contracts. Competitors include ProShares Short VIX Short-Term Futures ETF (SVXY) and VelocityShares Daily Inverse VIX Short-Term ETN (XIV), although XIV no longer exists.
- SPXB: Simplify US Equity PLUS Downside Convexity ETF (SPXB) seeks to provide downside protection while maintaining equity exposure through options strategies. Competitors include Innovator Defined Outcome ETFs and other buffered ETFs.
- QTUM: Simplify US Equity PLUS Convexity ETF (QTUM) aims to enhance equity returns through an options overlay strategy. It does not offer downside protection.
- TSLA: Simplify Volt RoboCar Disruption and Tech ETF (VCAR) offers exposure to stocks of companies in the electric vehicle and robotics industries.
Market Dynamics
Industry Overview
The ETF industry is highly competitive and growing rapidly, with increasing demand for specialized and actively managed strategies.
Positioning
Simplify differentiates itself through its focus on innovative options-based strategies and actively managed ETFs designed to meet specific investor needs.
Total Addressable Market (TAM)
The global ETF market is estimated to be worth trillions of dollars. Simplify is positioned to capture a portion of this market through its specialized offerings.
Upturn SWOT Analysis
Strengths
- Innovative product offerings
- Experienced management team
- Focus on specialized strategies
- Active management expertise
Weaknesses
- Relatively small AUM compared to industry giants
- Complexity of options-based strategies may deter some investors
- Higher expense ratios than passive ETFs
- Limited track record for some newer ETFs
Opportunities
- Growing demand for actively managed ETFs
- Expansion into new thematic investment areas
- Partnerships with financial advisors and institutions
- Increasing investor understanding of options strategies
Threats
- Increased competition from established ETF providers
- Market volatility impacting options strategies
- Regulatory changes affecting ETF structures
- Economic downturn reducing investor risk appetite
Competitors and Market Share
Key Competitors
- IVOL
- SVXY
- VIXM
- VXX
Competitive Landscape
Simplify faces competition from large ETF providers with established distribution networks and brand recognition. However, Simplify differentiates itself through its focus on innovative options-based strategies and actively managed ETFs.
Growth Trajectory and Initiatives
Historical Growth: Simplify has grown rapidly since its inception, driven by strong demand for its innovative ETF offerings. Data for internal financial performance is unavailable.
Future Projections: Future growth is expected to be driven by continued innovation, expansion into new markets, and increasing investor adoption of specialized ETFs. Analyst estimates on internal financials are unavailable.
Recent Initiatives: Recent initiatives include launching new ETFs focused on specific investment themes and expanding distribution partnerships.
Summary
Simplify Exchange Traded Funds is a relatively young but innovative company focusing on actively managed ETFs with complex strategies. Its strengths lie in its specialized products and experienced team, but it faces challenges due to its smaller size and the complexity of its offerings. Continued innovation and strategic partnerships will be crucial for future growth and success. SVOL has seen rapid growth and is gaining traction.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Simplify ETFs website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be precise. Past performance is not indicative of future results. Individual ETFs vary in goals and performance.
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. Target 15 in the fund"s name refers to the goal of making monthly distributions at an annualized rate (after fees and expenses) of 15%. 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.