LITL - ETF AI Analysis

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Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL)

Rating:70Neutral

Price Target:―

The ETF LITL demonstrates a balanced performance, with its rating supported by strong holdings like Abercrombie & Fitch (ANF), which benefits from robust profitability and strategic growth, and American Eagle (AEO), which shows confidence in future growth despite some financial concerns. However, weaker holdings such as Cormedix (CRMD), which faces ongoing losses and operational challenges, may have weighed on the overall rating. A key risk factor is the ETF's exposure to stocks with overbought technical signals, which could lead to potential pullbacks.

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)

AUM6.06M

RegionNorth America

Expense Ratio0.91%

Beta1.06

IssuerSimplify

Inception DateApr 29, 2025

Dividend Yield0.98%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume96

30 Day Avg. Volume473

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

35.14

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering150

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) leans heavily into U.S. small-cap stocks, with notable exposure to health care and financial sectors. Victoria’s Secret and American Eagle are rising stars, buoyed by strong earnings and positive sentiment, while Power Solutions International is dragging performance with mixed results and bearish technical signals. Abercrombie Fitch shows promise but faces valuation concerns. Overall, the fund’s sector concentration in health care and financials provides a steady backbone, though its reliance on small-cap agility means performance can swing with market sentiment.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
	―	1.23%	$75.05K	―	―	―
DHIL	Diamond Hill Investment Group	0.90%	$55.15K	$412.53M	9.24%	76 Outperform
DVAX	Dynavax	0.85%	$51.82K	$1.81B	18.31%	70 Outperform
ALEX	Alexander & Baldwin	0.83%	$50.61K	$1.50B	18.74%	74 Outperform
VSCO	Victoria's Secret	0.82%	$50.31K	$4.36B	29.96%	71 Outperform
AEO	American Eagle	0.82%	$50.05K	$4.52B	60.14%	77 Outperform
ANF	Abercrombie Fitch	0.81%	$49.56K	$5.81B	-17.57%	78 Outperform
FTK	Flotek	0.79%	$48.28K	$541.34M	82.54%	76 Outperform
OMCL	Omnicell	0.79%	$48.02K	$2.05B	5.31%	71 Outperform
CRMD	Cormedix	0.78%	$47.60K	$960.44M	52.62%	47 Neutral

LITL Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

28.79

Positive

100DMA

28.42

Positive

200DMA

Market Momentum

MACD

0.43

Negative

RSI

62.49

Neutral

STOCH

54.26

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 29.74, equal to the 50-day MA of 28.79, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.43 indicates Negative momentum. The RSI at 62.49 is Neutral, neither overbought nor oversold. The STOCH value of 54.26 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	―	―	$6.06M	0.91%	―
AFSM	―	―	$67.23M	0.75%	―
FSCC	―	―	$65.37M	0.36%	―
SYZ	―	―	$56.22M	0.74%	―
ALIL	―	―	$20.97M	0.74%	―
SMLL	―	―	$15.26M	0.80%	―

Performance Comparison

LITL

Simplify Piper Sandler US Small-Cap PLUS Income ETF

30.16

5.45

22.06%

AFSM

First Trust Active Factor Small Cap ETF

―

FSCC

Federated Hermes MDT Small Cap Core ETF

―

SYZ

Lazard US Systematic Small Cap Equity ETF

―

ALIL

Argent Focused Small Cap ETF

―

SMLL

Harbor Active 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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