LITL - ETF AI Analysis
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Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL)
Rating:62Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating positive momentum in its strategy.
Broad Sector Diversification
Holdings are spread across many sectors, including health care, technology, financials, industrials, and consumer-related areas, which helps reduce the impact of weakness in any single industry.
Multiple Strong-Performing Top Holdings
Several of the largest positions, such as CareDx, Dorian LPG, and Dave, have delivered strong year-to-date performance, supporting the fund’s overall results.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are used to cover fees instead of going to investors.
Small Asset Base
The ETF manages a relatively small amount of assets, which can make it more vulnerable to large inflows or outflows and potentially wider trading spreads.
Heavy U.S. Concentration
With the vast majority of its exposure in U.S. companies, the fund offers limited geographic diversification and is highly tied to the U.S. market.
LITL vs. SPDR S&P 500 ETF (SPY)
AUM6.72M
RegionNorth America
Expense Ratio0.91%
Beta0.93
IssuerSimplify
Inception DateApr 29, 2025
Dividend Yield2.14%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,430
30 Day Avg. Volume1,481
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
40.67Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering162
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LITL Summary
LITL is the Simplify Piper Sandler US Small-Cap PLUS Income ETF, an actively managed fund that focuses on smaller U.S. companies across many sectors, including health care, technology, and financials. It doesn’t track a set index, but instead picks stocks the managers believe have strong growth potential while also using options to generate extra income. The fund holds lesser-known names like Victoria’s Secret and Vita Coco Company. Someone might invest for growth and diversification beyond large, well-known stocks. A key risk is that small-cap shares can be very volatile, so the ETF’s value can rise and fall sharply with the market.
How much will it cost me?The Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL) has an expense ratio of 0.91%. This means you’ll pay $9.10 per year for every $1,000 invested. This expense ratio is higher than average because the fund is actively managed, using specialized strategies to select small-cap stocks and generate income.
What would affect this ETF?The Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL) could benefit from economic growth and innovation in the U.S. small-cap sector, especially in high-growth areas like healthcare and technology, which are significant portions of its portfolio. However, it may face challenges from rising interest rates, which can increase borrowing costs for small-cap companies, and economic slowdowns that could impact consumer spending and industrial activity. Regulatory changes in healthcare or energy sectors, where the fund has notable exposure, could also affect its performance.
LITL Top 10 Holdings
LITL is leaning into U.S. small caps with a clear tilt toward health care and niche growth stories. Eton Pharmaceuticals and Nutex Health have been rising and look like key engines for recent gains, while Abercrombie & Fitch adds a surprisingly strong retail spark. Karat Packaging has been quietly steady, supporting the fund’s income angle, but 3D Systems and Strata Critical Medical are more like dead weight for now, with lagging trends that temper overall momentum. With all holdings U.S.-based, this is a domestically focused, high-beta small-cap ride.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Signet Jewelers | 0.71% | $47.92K | $3.84B | 10.09% | 64 Neutral | |
| Inspire Medical Systems | 0.69% | $46.94K | $2.11B | -8.81% | 73 Outperform | |
| Guardian Pharmacy Services, Inc. Class A | 0.69% | $46.56K | $2.76B | 47.23% | 54 Neutral | |
| Power Solutions | 0.68% | $45.90K | $971.29M | -55.40% | 65 Neutral | |
| Flotek | 0.67% | $45.15K | $989.90M | 139.32% | 76 Outperform | |
| Teekay Tankers | 0.66% | $44.97K | $3.50B | 93.53% | 68 Neutral | |
| DHT Holdings | 0.65% | $44.24K | $3.55B | 78.28% | 72 Outperform | |
| Telephone & Data Systems | 0.65% | $44.02K | $4.03B | -4.49% | 56 Neutral | |
| Teekay | 0.64% | $43.56K | $1.26B | 69.78% | 79 Outperform | |
| Amphastar Pharmaceuticals | 0.63% | $42.71K | $1.01B | -15.25% | 77 Outperform |
LITL Technical Analysis
Positive
―
Price Trends
34.14
Negative
32.92
Positive
31.22
Positive
Market Momentum
-0.12
Positive
46.84
Neutral
21.31
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LITL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 34.09, equal to the 50-day MA of 34.14, and equal to the 200-day MA of 31.22, indicating a neutral trend. The MACD of -0.12 indicates Positive momentum. The RSI at 46.84 is Neutral, neither overbought nor oversold. The STOCH value of 21.31 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LITL.
LITL Peer Comparison
Comparison Results
Performance Comparison
LITL
Simplify Piper Sandler US Small-Cap PLUS Income ETF
33.83
5.86
20.95%
AIMS
Acuitas Small Cap Active ETF
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RUSC
US Small Cap Equity Active ETF
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SYZ
Lazard US Systematic Small Cap Equity ETF
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ESSC
Eventide Small Cap ETF
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FTKI
First Trust Small Cap BuyWrite Income ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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