Screener
CTA vs LQ
Simplify Managed Futures Strategy ETF vs Simplify Tax Aware Alternatives ETF
Key differences
- LQ costs 0.60% less per year.
- CTA is classified as alternative, while LQ is equity — different risk/return profiles.
- CTA follows a systematic alpha strategy; LQ uses active selection.
Side-by-side comparison
| CTA | LQ | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.15% |
| Fund size (AUM) | $1.7B | — |
| Since | 2022 | 2026 |
| Dividend yield | 4.03% | — |
| Asset class | alternative | equity |
| Region | — | global |
| Strategy | systematic alpha | active selection |
| CAGR 1Y | +12.0% | N/A |
| CAGR 3Y | +11.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.55 | N/A |
| Volatility 1Y | 19.97% | — |
| Max drawdown | -18.07% | -2.82% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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