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LQ vs CTA

Simplify Tax Aware Alternatives ETF vs Simplify Managed Futures Strategy ETF

LQ

Simplify Tax Aware Alternatives ETF

Simplify Asset Management

Annual cost

0.15%

Fund size

CTA

Simplify Managed Futures Strategy ETF

Simplify Asset Management

Annual cost

0.75%

Fund size

$1.7B

Key differences

  • LQ costs 0.60% less per year.
  • LQ is classified as equity, while CTA is alternative — different risk/return profiles.
  • LQ follows a active selection strategy; CTA uses systematic alpha.

Side-by-side comparison

LQCTA
Annual cost (TER)0.15%0.75%
Fund size (AUM)$1.7B
Since20262022
Dividend yield4.03%
Asset classequityalternative
Regionglobal
Strategyactive selectionsystematic alpha
CAGR 1YN/A+16.5%
CAGR 3YN/A+13.4%
CAGR 5YN/AN/A
Sharpe 3YN/A0.66
Volatility 1Y19.72%
Max drawdown-2.13%-18.07%

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

Similar to LQ and CTA