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LQ vs RHTX

Simplify Tax Aware Alternatives ETF vs RH Tactical Outlook ETF

LQ

Simplify Tax Aware Alternatives ETF

Annual cost

0.15%

Fund size

$2M

RHTX

RH Tactical Outlook ETF

Annual cost

1.51%

Fund size

$8M

Key differences

LQ is an equity ETF, while RHTX is a mixed asset ETF. LQ charges 0.15% a year and RHTX 1.51%.

  • LQ is an equity fund, while RHTX is a mixed asset fund. They carry different risk/return profiles.
  • LQ costs 1.36% less per year.
  • RHTX is much larger than LQ. Larger funds are usually more liquid and less likely to close.
  • RHTX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LQRHTX
Annual cost (TER)0.15%1.51%
Fund size (AUM)$2M$8M
Since20262012
Dividend yield0.00%
Asset classequitymixed asset
Regionglobalglobal
Strategyactive selectionactive selection
CAGR 1YN/A+21.9%
CAGR 3YN/A+15.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.75
Volatility 1Y15.56%
Max drawdown-4.44%-24.68%

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

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