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LQ vs SPBC

Simplify Tax Aware Alternatives ETF vs Simplify US Equity PLUS Bitcoin Strategy ETF

LQ

Simplify Tax Aware Alternatives ETF

Simplify Asset Management

Annual cost

0.15%

Fund size

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF

Simplify Asset Management

Annual cost

0.54%

Fund size

$43M

Key differences

  • LQ costs 0.39% less per year.
  • LQ is classified as equity, while SPBC is alternative — different risk/return profiles.
  • LQ covers global markets; SPBC covers north america.
  • LQ follows a active selection strategy; SPBC uses multi strategy.
  • SPBC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LQSPBC
Annual cost (TER)0.15%0.54%
Fund size (AUM)$43M
Since20262021
Dividend yield0.86%
Asset classequityalternative
Regionglobalnorth america
Strategyactive selectionmulti strategy
CAGR 1YN/A+24.7%
CAGR 3YN/A+29.4%
CAGR 5YN/AN/A
Sharpe 3YN/A1.36
Volatility 1Y14.59%
Max drawdown-2.82%-33.81%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to LQ and SPBC