LITL - ETF AI Analysis
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Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
High-Growth Top Holdings
Several of the largest positions, such as American Superconductor, Bel Fuse, Sezzle, Gray Television, and Credo Technology, have delivered strong year-to-date performance that supports the fund’s returns.
Broad Sector Diversification
Holdings are spread across many sectors, including financials, health care, consumer cyclical, technology, and industrials, which helps reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can eat into long-term returns for investors.
Small Asset Base
The ETF manages a relatively small amount of assets, which can lead to lower trading volume and potentially wider bid-ask spreads.
Concentrated U.S. Exposure
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is heavily tied to the U.S. market’s fortunes.
LITL vs. SPDR S&P 500 ETF (SPY)
AUM6.61M
RegionNorth America
Expense Ratio0.91%
Beta0.99
IssuerSimplify
Inception DateApr 29, 2025
Dividend Yield1.63%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,899
30 Day Avg. Volume1,412
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
38.53Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering144
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LITL Summary
LITL is an actively managed ETF that focuses on smaller U.S. companies, aiming to combine growth potential with extra income. It doesn’t track a set index, but instead picks a wide mix of small-cap stocks across sectors like financials, health care, and technology. Well-known names in the fund include Credo Technology Group and Gray Television. Investors might consider LITL if they want to diversify into smaller, fast-growing U.S. companies while also seeking some income. A key risk is that small-cap stocks 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 industrial and health-care names, and a fully domestic footprint. Sterling Infrastructure and Garrett Motion are doing the heavy lifting, with both stocks rising and giving the fund a nice industrial tailwind. Primeenergy and Blue Bird are also pulling their weight, adding steady support from energy and niche industrial exposure. On the softer side, EverQuote and Idaho Strategic Resources have been more mixed to lagging, occasionally acting like sandbags on an otherwise nimble small-cap portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alignment Healthcare | 0.88% | $57.80K | $4.52B | 56.59% | 60 Neutral | |
| Ceco Environmental | 0.86% | $56.41K | $5.75B | 244.76% | 72 Outperform | |
| Marex Group plc | 0.80% | $52.24K | $4.66B | 71.39% | 73 Outperform | |
| Anterix | 0.78% | $51.14K | $1.40B | 171.77% | 61 Neutral | |
| Cinemark Holdings | 0.78% | $50.85K | $3.94B | 8.21% | 58 Neutral | |
| DHT Holdings | 0.77% | $50.79K | $3.04B | 69.70% | 72 Outperform | |
| Northwest Pipe Company | 0.77% | $50.73K | $1.34B | 253.09% | 78 Outperform | |
| Argan | 0.77% | $50.56K | $10.36B | 278.81% | 73 Outperform | |
| Bread Financial Holdings | 0.75% | $49.46K | $4.14B | 89.40% | 72 Outperform | |
| Laureate Education | 0.75% | $49.35K | $5.10B | 61.48% | 73 Outperform |
LITL Technical Analysis
Positive
―
Price Trends
31.50
Positive
30.52
Positive
29.65
Positive
Market Momentum
0.54
Negative
72.58
Negative
95.77
Negative
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 32.07, equal to the 50-day MA of 31.50, and equal to the 200-day MA of 29.65, indicating a bullish trend. The MACD of 0.54 indicates Negative momentum. The RSI at 72.58 is Negative, neither overbought nor oversold. The STOCH value of 95.77 is Negative, 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
33.46
6.62
24.66%
AIMS
Acuitas Small Cap Active ETF
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SYZ
Lazard US Systematic Small Cap Equity ETF
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RUSC
US Small Cap Equity Active ETF
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ESSC
Eventide Small Cap ETF
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ALIL
Argent Focused Small Cap 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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