Screener
LQ vs SAMT
Simplify Tax Aware Alternatives ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
LQ is an equity ETF, while SAMT is an alternative ETF. LQ charges 0.15% a year and SAMT 0.66%.
- LQ is an equity fund, while SAMT is an alternative fund. They carry different risk/return profiles.
- LQ follows a active selection strategy; SAMT uses tactical allocation.
- LQ costs 0.51% less per year.
- SAMT is much larger than LQ. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| LQ | SAMT | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.66% |
| Fund size (AUM) | $2M | $706M |
| Since | 2026 | 2022 |
| Dividend yield | — | 0.59% |
| Asset class | equity | alternative |
| Region | global | — |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | N/A | +39.7% |
| CAGR 3Y | N/A | +28.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.40 |
| Volatility 1Y | — | 17.31% |
| Max drawdown | -4.44% | -20.57% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.