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MAXI vs LQ

Simplify Bitcoin Strategy ETF vs Simplify Tax Aware Alternatives ETF

MAXI

Simplify Bitcoin Strategy ETF

Annual cost

1.31%

Fund size

$31M

LQ

Simplify Tax Aware Alternatives ETF

Annual cost

0.15%

Fund size

$2M

Key differences

MAXI is an alternative ETF, while LQ is an equity ETF. MAXI charges 1.31% a year and LQ 0.15%.

  • MAXI is an alternative fund, while LQ is an equity fund. They carry different risk/return profiles.
  • MAXI follows a option income strategy; LQ uses active selection.
  • MAXI covers North America; LQ covers global markets.
  • LQ costs 1.16% less per year.
  • MAXI is much larger than LQ. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

MAXILQ
Annual cost (TER)1.31%0.15%
Fund size (AUM)$31M$2M
Since20222026
Dividend yield57.40%
Asset classalternativeequity
Regionnorth americaglobal
Strategyoption incomeactive selection
CAGR 1Y-62.3%N/A
CAGR 3Y+9.7%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.41N/A
Volatility 1Y65.98%
Max drawdown-68.11%-3.37%

Similar to MAXI and LQ