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LQ vs SPD

Simplify Tax Aware Alternatives ETF vs Simplify US Equity PLUS Downside Convexity ETF

LQ

Simplify Tax Aware Alternatives ETF

Simplify Asset Management

Annual cost

0.15%

Fund size

SPD

Simplify US Equity PLUS Downside Convexity ETF

Simplify Asset Management

Annual cost

0.53%

Fund size

$109M

Key differences

  • LQ costs 0.38% less per year.
  • LQ is classified as equity, while SPD is alternative — different risk/return profiles.
  • LQ covers global markets; SPD covers north america.
  • LQ follows a active selection strategy; SPD uses option income.
  • SPD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LQSPD
Annual cost (TER)0.15%0.53%
Fund size (AUM)$109M
Since20262020
Dividend yield1.00%
Asset classequityalternative
Regionglobalnorth america
Strategyactive selectionoption income
CAGR 1YN/A+15.3%
CAGR 3YN/A+18.4%
CAGR 5YN/A+8.3%
Sharpe 3YN/A0.87
Volatility 1Y13.38%
Max drawdown-2.82%-27.38%

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

Similar to LQ and SPD