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LQ vs TUGN

Simplify Tax Aware Alternatives ETF vs STF Tactical Growth & Income ETF

LQ

Simplify Tax Aware Alternatives ETF

Annual cost

0.15%

Fund size

$2M

TUGN

STF Tactical Growth & Income ETF

Annual cost

0.65%

Fund size

$78M

Key differences

LQ is an equity ETF, while TUGN is an alternative ETF. LQ charges 0.15% a year and TUGN 0.65%.

  • LQ is an equity fund, while TUGN is an alternative fund. They carry different risk/return profiles.
  • LQ follows a active selection strategy; TUGN uses option income.
  • LQ covers global markets; TUGN covers North America.
  • LQ costs 0.50% less per year.
  • TUGN is much larger than LQ. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LQTUGN
Annual cost (TER)0.15%0.65%
Fund size (AUM)$2M$78M
Since20262022
Dividend yield10.59%
Asset classequityalternative
Regionglobalnorth america
Strategyactive selectionoption income
CAGR 1YN/A+31.5%
CAGR 3YN/A+21.8%
CAGR 5YN/AN/A
Sharpe 3YN/A0.98
Volatility 1Y16.24%
Max drawdown-4.44%-23.45%

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

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