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LITL - ETF AI Analysis
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Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past three months and year to date, indicating positive recent momentum.
Strong-Performing Top Holdings
Several of the largest positions, such as SkyWater Technology and Hecla Mining, have delivered strong year-to-date gains that support the fund’s returns.
Broad Sector Diversification
Holdings spread across many sectors, including health care, financials, technology, and industrials, help reduce the impact if any one industry struggles.
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
With a relatively low amount of assets under management, the ETF may face higher trading spreads and a greater risk of closure compared with larger funds.
Heavy U.S. Exposure
The portfolio is almost entirely invested in U.S. companies, offering little geographic diversification if the U.S. market weakens.
LITL vs. SPDR S&P 500 ETF (SPY)
AUM6.04M
RegionNorth America
Expense Ratio0.91%
Beta1.06
IssuerSimplify
Inception DateApr 29, 2025
Dividend Yield1.14%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume380
30 Day Avg. Volume345
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
36.74Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering153
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 invests in smaller U.S. companies across many sectors, including health care, financials, and technology. It does not track a specific index, but instead picks stocks using its own approach and uses options to try to add extra income. The fund holds lesser-known names like SkyWater Technology and Hecla Mining Company, aiming for growth plus income and broad small-cap diversification. 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 a U.S.-only small-cap fund where a handful of punchy names are steering the ride. SkyWater Technology has been a standout riser, giving the portfolio a jolt from the tech side, while Hecla Mining’s steady climb adds a helpful materials tailwind. Vicor and Willdan Group are also pulling their weight with generally rising trends, though their rich valuations could make the journey bumpier. On the flip side, TSSI and Power Solutions look more mixed to lagging, occasionally dragging on results. Overall, performance leans on a diversified mix across tech, industrials, and materials rather than one dominant sector.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Valaris | 1.03% | $62.25K | $6.30B | 107.56% | 76 Outperform | |
| ― | 0.87% | $52.39K | ― | ― | ― | |
| Anterix | 0.84% | $50.94K | $615.94M | -14.73% | 61 Neutral | |
| Powell Industries | 0.78% | $47.20K | $6.59B | 184.28% | 76 Outperform | |
| Blue Bird | 0.77% | $46.72K | $1.93B | 68.53% | 69 Neutral | |
| Oceaneering International | 0.77% | $46.67K | $3.30B | 49.81% | 73 Outperform | |
| Teekay | 0.77% | $46.24K | $1.01B | 82.06% | 79 Outperform | |
| Power Solutions | 0.76% | $45.95K | $2.08B | 138.15% | 65 Neutral | |
| Innoviva | 0.76% | $45.91K | $1.77B | 30.82% | 61 Neutral | |
| DHT Holdings | 0.76% | $45.77K | $2.68B | 54.10% | 72 Outperform |
LITL Technical Analysis
Positive
―
Price Trends
30.16
Positive
29.18
Positive
28.13
Positive
Market Momentum
0.03
Positive
49.73
Neutral
54.79
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 30.33, equal to the 50-day MA of 30.16, and equal to the 200-day MA of 28.13, indicating a neutral trend. The MACD of 0.03 indicates Positive momentum. The RSI at 49.73 is Neutral, neither overbought nor oversold. The STOCH value of 54.79 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
30.21
5.54
22.46%
AFSM
First Trust Active Factor Small Cap ETF
―
―
―
SYZ
Lazard US Systematic Small Cap Equity ETF
―
―
―
ALIL
Argent Focused Small Cap ETF
―
―
―
FTKI
First Trust Small Cap BuyWrite Income ETF
―
―
―
ESSC
Eventide 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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