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Simplify Exchange Traded Funds (RFIX)
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Upturn Advisory Summary
04/01/2025: 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.
AI Based Fundamental 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 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
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) 90701 | Beta - | 52 Weeks Range 48.86 - 60.20 | Updated Date 02/26/2025 |
52 Weeks Range 48.86 - 60.20 | 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 - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Simplify Exchange Traded Funds
Company Overview
History and Background
Simplify Asset Management was founded in 2020, aiming to provide investors with access to strategies previously unavailable in ETF form. It quickly gained recognition for its innovative approach to risk management and alternative income strategies.
Core Business Areas
- Alternative Income ETFs: Offers ETFs that aim to generate income through strategies like options overlays and exposure to various asset classes.
- Risk Management ETFs: Provides ETFs focused on managing downside risk through strategies like downside protection and volatility hedging.
- Defined Outcome ETFs: Offers ETFs that aim to provide defined exposures to certain market outcomes
Leadership and Structure
Simplify's leadership team comprises experienced professionals in asset management and investment strategy. The specific organizational structure is not publicly available in detail.
Top Products and Market Share
Key Offerings
- SVOL - Simplify Volatility Premium ETF: Seeks to provide income by capturing the volatility risk premium using short-dated VIX futures contracts. Competitors include ProShares Short VIX Short-Term Futures ETF (SVXY) and Credit Suisse VelocityShares Daily Inverse VIX Short-Term ETN (XIV) (now delisted). Market share data specific to SVOL within the volatility ETP market is not readily available but the fund does have significant AUM.
- SPRY - Simplify US Equity PLUS Downside Convexity ETF: Seeks long-term capital appreciation with moderate income, investing in U.S. equity investments while seeking to provide downside protection. Competitors include other 'buffered' or 'defined outcome' ETFs and actively managed downside protection strategies. Specific market share data is unavailable.
- QYLD - Global X NASDAQ 100 Covered Call ETF: Simplify offers numerous covered call ETFs, in competition with Global X. QYLD is a major competitor offering covered call strategies on the Nasdaq 100. Competitors include numerous covered call ETFs from other providers. Market Share is difficult to discern in this competitive space.
Market Dynamics
Industry Overview
The ETF market is highly competitive and growing, with increasing demand for specialized strategies like alternative income, risk management, and defined outcome investing.
Positioning
Simplify positions itself as an innovative provider of specialized ETFs focused on risk management and alternative income, differentiating itself through sophisticated strategies and a focus on investor needs.
Total Addressable Market (TAM)
The total addressable market for ETFs is in the trillions of dollars. Simplify targets specific niches within this large market, with significant growth potential in alternative income and risk management categories. The TAM is continually evolving.
Upturn SWOT Analysis
Strengths
- Innovative product offerings
- Experienced management team
- Focus on specialized strategies
- Quick growth in AUM
Weaknesses
- Limited track record compared to larger ETF providers
- Potential complexity of some strategies may deter some investors
- Dependent on market acceptance of niche strategies
Opportunities
- Growing demand for alternative income and risk management solutions
- Expansion of ETF market to new asset classes and strategies
- Partnerships with other financial institutions
- Continued innovation in product development
Threats
- Increased competition from larger ETF providers
- Changes in market conditions that affect strategy performance
- Regulatory changes impacting the ETF industry
- Economic downturn leading to investor risk aversion
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- Vanguard
- State Street (STT)
- Invesco (IVZ)
- Global X
Competitive Landscape
Simplify operates in a highly competitive ETF market dominated by large players like BlackRock, Vanguard, and State Street. It differentiates itself through specialized strategies, but faces challenges in terms of scale and brand recognition.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Simplify has experienced rapid growth in AUM since its founding, indicating strong market acceptance of its products.
Future Projections: Future growth projections are dependent on market conditions and the continued success of its strategies. Analyst estimates for privately held firms are not typically available.
Recent Initiatives: Simplify continues to launch new ETFs focused on innovative strategies and expanding its product line.
Summary
Simplify is a relatively new ETF provider that has grown quickly by offering specialized strategies focused on alternative income and risk management. While it faces competition from larger, established firms, its innovative product offerings and experienced management team position it for continued growth. Its smaller size and niche focus present both opportunities and challenges. They face the constant need to stand out amongst the larger ETF providers.
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Sources and Disclaimers
Data Sources:
- Simplify Asset Management Website
- ETF.com
- SEC Filings
- Various Financial News Outlets
Disclaimers:
This analysis is based on publicly available information and does not constitute financial advice. Market share data is approximate and subject to change. Financial data for Simplify is limited due to its private status.
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.
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