Screener
LQ vs RULE
Simplify Tax Aware Alternatives ETF vs Adaptive Core ETF
Key differences
- LQ costs 1.69% less per year.
- LQ is classified as equity, while RULE is mixed asset — different risk/return profiles.
- RULE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LQ | RULE | |
|---|---|---|
| Annual cost (TER) | 0.15% | 1.84% |
| Fund size (AUM) | — | $14M |
| Since | 2026 | 2021 |
| Dividend yield | — | 0.00% |
| Asset class | equity | mixed asset |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +47.4% |
| CAGR 3Y | N/A | +18.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.87 |
| Volatility 1Y | — | 20.08% |
| Max drawdown | -2.82% | -30.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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