Screener
LQ vs BSR
Simplify Tax Aware Alternatives ETF vs Pacific Select Fund
Key differences
- LQ costs 0.94% less per year.
- LQ is classified as equity, while BSR is mixed asset — different risk/return profiles.
Side-by-side comparison
| LQ | BSR | |
|---|---|---|
| Annual cost (TER) | 0.15% | 1.09% |
| Fund size (AUM) | — | $39M |
| Since | 2026 | 2023 |
| Dividend yield | — | 1.02% |
| Asset class | equity | mixed asset |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +13.2% |
| CAGR 3Y | N/A | +8.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.34 |
| Volatility 1Y | — | 8.70% |
| Max drawdown | -2.82% | -15.68% |
Similar to LQ and BSR
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