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LQ vs TMFG

Simplify Tax Aware Alternatives ETF vs Motley Fool Global Opportunities ETF

LQ

Simplify Tax Aware Alternatives ETF

Annual cost

0.15%

Fund size

$2M

TMFG

Motley Fool Global Opportunities ETF

Annual cost

0.85%

Fund size

$356M

Key differences

Both LQ and TMFG are equity ETFs. LQ charges 0.15% a year and TMFG 0.85%. The main difference: LQ costs 0.70% less per year.

  • LQ costs 0.70% less per year.
  • TMFG is much larger than LQ. Larger funds are usually more liquid and less likely to close.
  • TMFG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LQTMFG
Annual cost (TER)0.15%0.85%
Fund size (AUM)$2M$356M
Since20262014
Dividend yield0.26%
Asset classequityequity
Regionglobalglobal
Strategyactive selectionactive selection
CAGR 1YN/A+4.0%
CAGR 3YN/A+13.0%
CAGR 5YN/AN/A
Sharpe 3YN/A0.67
Volatility 1Y13.24%
Max drawdown-4.44%-33.66%

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

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