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LQ vs AGGH

Simplify Tax Aware Alternatives ETF vs Simplify Aggregate Bond ETF

LQ

Simplify Tax Aware Alternatives ETF

Simplify Asset Management

Annual cost

0.15%

Fund size

AGGH

Simplify Aggregate Bond ETF

Simplify Asset Management

Annual cost

0.30%

Fund size

$473M

Key differences

  • LQ costs 0.15% less per year.
  • LQ is classified as equity, while AGGH is alternative — different risk/return profiles.
  • LQ covers global markets; AGGH covers north america.
  • LQ follows a active selection strategy; AGGH uses multi strategy.

Side-by-side comparison

LQAGGH
Annual cost (TER)0.15%0.30%
Fund size (AUM)$473M
Since20262022
Dividend yield7.54%
Asset classequityalternative
Regionglobalnorth america
Strategyactive selectionmulti strategy
CAGR 1YN/A+10.1%
CAGR 3YN/A+4.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.18
Volatility 1Y7.16%
Max drawdown-2.82%-13.26%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to LQ and AGGH