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LQ vs CDX

Simplify Tax Aware Alternatives ETF vs Simplify High Yield ETF

LQ

Simplify Tax Aware Alternatives ETF

Simplify Asset Management

Annual cost

0.15%

Fund size

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

Key differences

  • LQ costs 0.10% less per year.
  • LQ is classified as equity, while CDX is alternative — different risk/return profiles.
  • LQ covers global markets; CDX covers north america.
  • LQ follows a active selection strategy; CDX uses multi strategy.

Side-by-side comparison

LQCDX
Annual cost (TER)0.15%0.25%
Fund size (AUM)$440M
Since20262022
Dividend yield8.37%
Asset classequityalternative
Regionglobalnorth america
Strategyactive selectionmulti strategy
CAGR 1YN/A-0.6%
CAGR 3YN/A+7.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.40
Volatility 1Y5.68%
Max drawdown-2.82%-13.24%

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

Similar to LQ and CDX