(IOPP) Simplify Exchange Traded - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • • India Equity
IOPP: Stocks, Equities, Indian, Securities
The Simplify Exchange Traded Fund (NYSE ARCA: IOPP) is designed to provide exposure to Indian equities by investing at least 80% of its assets in securities of Indian issuers. The funds definition of Indian issuers includes entities organized in India, those with a primary securities market in India, or companies deriving over 50% of their revenues or earnings from Indian operations. Additionally, entities with more than 50% of their employees, assets, or business activities in India are also classified as Indian issuers.
Ticker Symbol: IOPP | Exchange: NYSE ARCA | Type: ETF | Country Origin: USA | ETF Category: India Equity
From a technical standpoint, IOPP is currently trading at $23.39, below its 20-day SMA of $23.93 and 50-day SMA of $25.08. The 200-day SMA stands at $26.73, indicating a downtrend. Average trading volume over the past 20 days is 1,672 shares, reflecting low liquidity. The Average True Range (ATR) of 0.28 suggests relatively low volatility.
Fundamentally, the fund has assets under management (AUM) of $8.39 million, which is relatively small compared to other ETFs in the India Equity category. This smaller size may result in higher sensitivity to market movements and potentially higher risk due to illiquidity.
3-Month Forecast: Based on the current technical and fundamental data:
Technical Outlook: IOPP is trading below its key moving averages, with the price trending downward. Support is likely to be tested at $22.50, while resistance is expected at $25.00. If the fund breaks below $22.50, it may extend its decline. Conversely, a breakout above $25.00 could signal a potential recovery.
Fundamental Outlook: The funds small AUM poses liquidity risks, and its exposure to Indian equities makes it sensitive to broader emerging market trends. Indias equity market is expected to remain volatile due to global macroeconomic conditions, including rising U.S. interest rates and slowing global growth. These factors could weigh on the funds performance over the next quarter.
Additional Sources for IOPP ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IOPP ETF Overview
| Market Cap in USD | 8m |
| Category | India Equity |
| IPO / Inception | 2024-03-04 |
IOPP ETF Ratings
| Growth 5y | 1.46% |
| Fundamental | - |
| Dividend | 35.2% |
| Rel. Strength Industry | -4.66 |
| Analysts | - |
| Fair Price Momentum | 21.54 USD |
| Fair Price DCF | - |
IOPP Dividends
| Dividend Yield 12m | 7.47% |
| Yield on Cost 5y | 7.94% |
| Annual Growth 5y | -100.00% |
| Payout Consistency | 100.0% |
IOPP Growth Ratios
| Growth Correlation 3m | -97.4% |
| Growth Correlation 12m | 27.2% |
| Growth Correlation 5y | 31.4% |
| CAGR 5y | -0.54% |
| CAGR/Max DD 5y | -0.02 |
| Sharpe Ratio 12m | 0.34 |
| Alpha | -2.29 |
| Beta | 0.32 |
| Volatility | 15.14% |
| Current Volume | 0.2k |
| Average Volume 20d | 1.8k |
As of March 14, 2025, the stock is trading at USD 23.35 with a total of 200 shares traded.
Over the past week, the price has changed by -1.29%, over one month by -5.76%, over three months by -15.97% and over the past year by +3.19%.
Neither. Based on ValueRay Analyses, Simplify Exchange Traded is currently (March 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 1.46 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IOPP as of March 2025 is 21.54. This means that IOPP is currently overvalued and has a potential downside of -7.75%.
Simplify Exchange Traded has no consensus analysts rating.
According to ValueRays Forecast Model, IOPP Simplify Exchange Traded will be worth about 23.4 in March 2026. The stock is currently trading at 23.35. This means that the stock has a potential upside of +0.26%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 23.4 | 0.3% |