LITL - ETF AI Analysis
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Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL)
LITL’s rating suggests it is a solid but not top-tier small-cap income-focused ETF, supported by strong holdings like Axcelis Technologies and CareDx, which benefit from robust financial performance, growth initiatives, and generally positive technical trends. However, some positions such as Power Solutions International and Flotek face cash flow issues and bearish or mixed technical signals, and several holdings show revenue or momentum challenges, which together introduce risk and help explain why the fund’s rating is not higher.
LITL vs. SPDR S&P 500 ETF (SPY)
- AUM
- 6.03M
- Region
- North America
- Expense Ratio
- 0.91%
- Beta
- 0.89
- Issuer
- Simplify
- Inception Date
- Apr 29, 2025
- Dividend Yield
- 2.72%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
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, financials, and technology. It does not track a specific index, but instead selects stocks using its own strategy and adds options-based income. Well-known holdings include DXC Technology and NerdWallet. Investors might consider LITL for growth potential in small companies plus extra income and diversification across many industries. A key risk is that small-cap stocks can be more volatile, so the fund’s value can move up and down sharply with the market.
How much will it cost me?
This ETF has an expense ratio of 0.91%, which means you’ll pay about $9.10 per year for every $1,000 invested. That’s higher than the average ETF because it’s actively managed and uses more complex strategies to pick small-cap stocks and generate income.
What would affect this ETF?
This ETF focuses on U.S. small-cap stocks across sectors like health care, financials, and technology, so it could benefit if the U.S. economy grows, interest rates stabilize or fall, and smaller companies see stronger earnings and innovation, helping holdings like Option Care Health, DXC Technology, and NerdWallet. On the downside, higher interest rates, an economic slowdown, or tighter regulations on health care, finance, or tech could hurt small-cap businesses and make the fund’s income strategies and broad sector exposure more volatile.
LITL Top 10 Holdings
LITL is leaning into U.S. small caps with a mix of rising tech and health names and a few problem children. Rapid7 and DXC Technology have been climbing steadily, giving the fund a helpful tech tailwind, while Apogee and Huron Consulting add more measured, industrial and professional-services strength. On the flip side, BellRing Brands and NerdWallet have been lagging, acting like sandbags on performance despite solid long-term stories. With all holdings U.S.-based and spread across tech, health care, financials, and industrials, the fund avoids any single-sector obsession but still feels distinctly small-cap growth tilted.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 RPD | Rapid7 | 0.74% | $44.12K | $1.12B | -9.21% | 56Neutral |
 OPCH | Option Care Health | 0.75% | $44.85K | $4.77B | 21.47% | 73Outperform |
 DXC | DXC Technology | 0.71% | $42.30K | $2.39B | 15.77% | 62Neutral |
 NRDS | NerdWallet, Inc. Class A | 0.70% | $41.69K | $714.66M | -3.45% | 76Outperform |
 APOG | Apogee | 0.70% | $41.76K | $945.32M | 24.08% | 64Neutral |
 AMN | AMN Healthcare Services | 0.70% | $42.12K | $1.82B | 142.71% | 50Neutral |
 BLKB | Blackbaud | 0.68% | $40.70K | $2.41B | -18.77% | 70Outperform |
 INN | Summit Hotel Properties | 0.65% | $39.13K | $859.76M | 36.40% | 59Neutral |
 PRGS | Progress Software | 0.67% | $39.94K | $1.84B | 7.89% | 71Outperform |
 HURN | Huron Consulting | 0.67% | $40.05K | $3.09B | 17.55% | 75Outperform |
LITL Technical Analysis
Price Trends
Market Momentum
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 33.92 is above the 20-day moving average (MA) of 33.69, above the 50-day MA of 33.55, and above the 200-day MA of 31.72, indicating a bullish trend. The MACD of 0.18 indicates Negative momentum. The RSI at 53.93 is Neutral, neither overbought nor oversold. The STOCH value of 34.01 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| LITL | $33.92 | $36.00(6.14% Upside) | $6.03M | 0.91% | 64Neutral |
 RUSC | $36.75 | $50.00(36.04% Upside) | $85.25M | 0.64% | 64Neutral |
 AIMS | $26.93 | $34.54(28.30% Upside) | $84.74M | 0.75% | 65Neutral |
 SYZ | $29.36 | $36.87(25.58% Upside) | $63.23M | 0.61% | 66Neutral |
 ESSC | $28.85 | $38.16(32.29% Upside) | $34.73M | 0.49% | 66Neutral |
 FTKI | $19.52 | $23.45(20.12% Upside) | $25.61M | 0.86% | 63Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| LITL | Simplify Piper Sandler US Small-Cap PLUS Income ETF | 33.92 | 6.18 | 22.28% | |
| RUSC | US Small Cap Equity Active ETF | 36.75 | 6.32 | 20.75% | |
| AIMS | Acuitas Small Cap Active ETF | 26.93 | 1.75 | 6.93% | |
| SYZ | Lazard US Systematic Small Cap Equity ETF | 29.36 | 5.08 | 20.93% | |
| ESSC | Eventide Small Cap ETF | 28.85 | 3.77 | 15.02% | |
| FTKI | First Trust Small Cap BuyWrite Income ETF | 19.52 | 3.18 | 19.45% |
This 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.