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Upturn AI SWOT - About
Simplify Exchange Traded Funds (IOPP)
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Upturn Advisory Summary
02/13/2025: IOPP (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.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 11.42% | Avg. Invested days 91 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 02/13/2025 |
Key Highlights
Volume (30-day avg) 5568 | Beta - | 52 Weeks Range 22.78 - 29.80 | Updated Date 04/1/2025 |
52 Weeks Range 22.78 - 29.80 | Updated Date 04/1/2025 |
Upturn AI SWOT
Simplify Exchange Traded Funds
ETF Overview
Overview
Simplify ETFs aim to provide investors with innovative investment strategies, often incorporating options to manage risk and enhance returns. They target various sectors and asset classes using a mix of active and passive management.
Reputation and Reliability
Simplify Asset Management is a relatively newer issuer but is recognized for its focus on innovative and complex investment strategies.
Management Expertise
The management team has experience in options strategies and structured finance, which is reflected in the ETF's design.
Investment Objective
Goal
To provide a specific investment outcome, such as downside protection, enhanced income, or leveraged exposure, depending on the particular Simplify ETF.
Investment Approach and Strategy
Strategy: Simplify ETFs employ various strategies, including actively managed portfolios, index tracking with options overlays, and leveraged strategies.
Composition The assets held vary widely depending on the specific ETF, including stocks, bonds, commodities, and options contracts.
Market Position
Market Share: Market share varies significantly depending on the specific Simplify ETF and the targeted niche within the broader ETF market.
Total Net Assets (AUM): Varies by ETF; individual fund AUM ranges from tens of millions to hundreds of millions USD.
Competitors
Key Competitors
- IVOL
- QYLD
- SPY
- TLT
Competitive Landscape
The competitive landscape is crowded, with many ETF providers offering similar strategies. Simplify differentiates itself through its complex and innovative investment approaches. Their disadvantage lies in higher fees and complexity compared to passive ETFs.
Financial Performance
Historical Performance: Historical performance varies significantly based on the specific Simplify ETF and the time period assessed.
Benchmark Comparison: Benchmark comparison depends on the individual ETF and its strategy; some aim to outperform, others to provide downside protection.
Expense Ratio: Expense ratios are typically higher than traditional index ETFs, often ranging from 0.50% to 1.00% or higher.
Liquidity
Average Trading Volume
Average trading volume varies based on the individual ETF, with some having lower liquidity than more established funds.
Bid-Ask Spread
Bid-ask spreads can be wider than more liquid ETFs, especially for those with lower trading volumes, impacting trading costs.
Market Dynamics
Market Environment Factors
Market environment factors influencing Simplify ETFs include interest rate changes, volatility levels, and sector-specific trends.
Growth Trajectory
Growth trajectory depends on investor demand for specific strategies and the ability of the funds to deliver on their stated objectives.
Moat and Competitive Advantages
Competitive Edge
Simplify ETFs offer innovative investment strategies and provide niche solutions. These funds use options overlays to achieve the specific fund strategy. Simplify's management team's experience in structured finance provides unique insights. This expertise allows for the creation of highly specialized ETFs that cater to sophisticated investors seeking tailored risk management.
Risk Analysis
Volatility
Volatility depends on the specific Simplify ETF, with some designed to reduce volatility and others potentially increasing it.
Market Risk
Market risk is tied to the underlying assets of each ETF, with sector-specific and broader market risks applying.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking specific investment outcomes such as downside protection, income enhancement, or leveraged exposure, and who understand complex investment strategies.
Market Risk
These ETFs may be more suitable for sophisticated investors or active traders due to their complex strategies and potentially higher risk profiles.
Summary
Simplify ETFs are innovative and strategically targeted, offering tailored solutions for investors seeking specific outcomes beyond traditional index tracking. They are actively managed or employ complex strategies like options overlays, leading to higher expense ratios and potentially higher risks. Ideal investors are those with experience in complex investments and a clear understanding of the fund's objectives. Performance varies widely, necessitating careful due diligence before investing.
Similar Companies
IVOL
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IVOL
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Sources and Disclaimers
Data Sources:
- Simplify Asset Management Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any 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 - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its assets in securities of Indian issuers. The manager define Indian issuers as entities: (i) organized in India; (ii) having a class of securities whose principal securities market is in India; (iii) deriving more than 50% of total revenues or earnings from goods produced, sales made, or services provided in India; or (iv) maintaining more than 50% of its employees, assets, investments, operations, or other business activity in India.
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