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LITL - ETF AI Analysis
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Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several top holdings, such as Centrus Energy and Cleanspark, have delivered strong year-to-date performance, boosting the ETF’s returns.
Sector Diversification
The ETF is spread across multiple sectors, including Health Care, Financials, and Industrials, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The fund has shown solid year-to-date gains, indicating strong overall momentum.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio, which could eat into investor returns over time.
Over-Concentration in U.S. Market
With nearly all assets focused on U.S. companies, the fund lacks exposure to international markets, limiting geographic diversification.
Weak Recent Performance
The ETF has struggled in the short term, with negative one-month returns that may concern investors seeking stability.
LITL vs. SPDR S&P 500 ETF (SPY)
AUM8.02M
RegionNorth America
Expense Ratio0.91%
Beta1.11
IssuerSimplify
Inception DateApr 29, 2025
Dividend Yield0.17%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume526
30 Day Avg. Volume622
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
34.84Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering165
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LITL Summary
The Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL) focuses on small-cap U.S. companies, which are typically younger and more innovative businesses with high growth potential. It includes companies like Monte Rosa Therapeutics and Cleanspark, and spans sectors such as healthcare, financials, and technology. This ETF is actively managed to provide both growth opportunities and income, making it appealing for investors looking to diversify into smaller companies while earning returns. However, small-cap stocks can be more volatile than larger companies, meaning their prices may rise and fall more dramatically with market changes.
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
The Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL) is leaning heavily into financials and healthcare, which together make up nearly 40% of the fund’s sector exposure. Among its top holdings, PACS Group Inc. is rising steadily thanks to strong technical momentum, while Castle Biosciences shows mixed signals with promising revenue growth but lingering profitability concerns. On the flip side, Harmony Biosciences is lagging, weighed down by bearish trends despite its solid cash position. With its focus on U.S. small-cap stocks, the fund’s performance hinges on these nimble yet volatile players.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 3.07% | $179.06K | ― | ― | ― | |
| PACS Group Inc | 1.59% | $92.52K | $5.25B | 122.72% | 61 Neutral | |
| Herbalife | 0.90% | $52.63K | $1.30B | 59.67% | 69 Neutral | |
| Castle Biosciences | 0.88% | $51.13K | $1.14B | 24.58% | 60 Neutral | |
| Kohl's | 0.85% | $49.44K | $2.70B | 56.38% | 68 Neutral | |
| GigaCloud Technology, Inc. Class A | 0.78% | $45.38K | $1.41B | 61.17% | 79 Outperform | |
| Primeenergy | 0.77% | $44.63K | $296.64M | -8.37% | 71 Outperform | |
| Veracyte | 0.74% | $42.86K | $3.67B | 5.14% | 76 Outperform | |
| AxoGen | 0.73% | $42.80K | $1.32B | 95.95% | 63 Neutral | |
| American Eagle | 0.73% | $42.39K | $3.60B | 6.62% | 72 Outperform |
LITL Technical Analysis
Positive
―
Price Trends
28.41
Positive
28.11
Positive
Market Momentum
0.19
Negative
57.48
Neutral
89.83
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 28.51, equal to the 50-day MA of 28.41, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.19 indicates Negative momentum. The RSI at 57.48 is Neutral, neither overbought nor oversold. The STOCH value of 89.83 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
29.13
4.22
16.94%
FSCC
Federated Hermes MDT Small Cap Core ETF
―
―
―
AFSM
First Trust Active Factor Small Cap ETF
―
―
―
AFSC
abrdn Focused U.S. Small Cap Active ETF
―
―
―
SMLL
Harbor Active Small Cap ETF
―
―
―
ALIL
Argent Focused Small Cap ETF
―
―
―
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.
Disclaimer
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.Date of analysis: ―
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