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LQ vs SAGP

Simplify Tax Aware Alternatives ETF vs Strategas Global Policy Opportunities ETF

LQ

Simplify Tax Aware Alternatives ETF

Annual cost

0.15%

Fund size

$2M

SAGP

Strategas Global Policy Opportunities ETF

Annual cost

0.65%

Fund size

$76M

Key differences

Both LQ and SAGP are equity ETFs. LQ charges 0.15% a year and SAGP 0.65%. The main difference: LQ costs 0.50% less per year.

  • LQ costs 0.50% less per year.
  • SAGP is much larger than LQ. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LQSAGP
Annual cost (TER)0.15%0.65%
Fund size (AUM)$2M$76M
Since20262022
Dividend yield0.51%
Asset classequityequity
Regionglobalglobal
Strategyactive selectionactive selection
CAGR 1YN/A+11.5%
CAGR 3YN/A+14.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.82
Volatility 1Y13.04%
Max drawdown-4.44%-22.90%

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

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