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LQ vs AGOX

Simplify Tax Aware Alternatives ETF vs Adaptive Alpha Opportunities ETF

LQ

Simplify Tax Aware Alternatives ETF

Simplify Asset Management

Annual cost

0.15%

Fund size

AGOX

Adaptive Alpha Opportunities ETF

Adaptive ETF

Annual cost

1.33%

Fund size

$364M

Key differences

  • LQ costs 1.18% less per year.
  • LQ is classified as equity, while AGOX is alternative — different risk/return profiles.
  • AGOX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LQAGOX
Annual cost (TER)0.15%1.33%
Fund size (AUM)$364M
Since20262012
Dividend yield0.00%
Asset classequityalternative
Regionglobal
Strategyactive selectionactive selection
CAGR 1YN/A+27.3%
CAGR 3YN/A+18.4%
CAGR 5YN/A+8.9%
Sharpe 3YN/A0.77
Volatility 1Y18.35%
Max drawdown-2.82%-27.72%

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

Similar to LQ and AGOX