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LQ vs MOOD

Simplify Tax Aware Alternatives ETF vs Relative Sentiment Tactical Allocation ETF

LQ

Simplify Tax Aware Alternatives ETF

Annual cost

0.15%

Fund size

$2M

MOOD

Relative Sentiment Tactical Allocation ETF

Annual cost

0.73%

Fund size

$143M

Key differences

LQ is an equity ETF, while MOOD is an alternative ETF. LQ charges 0.15% a year and MOOD 0.73%.

  • LQ is an equity fund, while MOOD is an alternative fund. They carry different risk/return profiles.
  • LQ follows a active selection strategy; MOOD uses tactical allocation.
  • LQ costs 0.58% less per year.
  • MOOD is much larger than LQ. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LQMOOD
Annual cost (TER)0.15%0.73%
Fund size (AUM)$2M$143M
Since20262022
Dividend yield0.35%
Asset classequityalternative
Regionglobal
Strategyactive selectiontactical allocation
CAGR 1YN/A+34.3%
CAGR 3YN/A+20.6%
CAGR 5YN/AN/A
Sharpe 3YN/A1.43
Volatility 1Y14.49%
Max drawdown-4.44%-14.34%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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