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RULE vs LQ

Adaptive Core ETF vs Simplify Tax Aware Alternatives ETF

RULE

Adaptive Core ETF

Mohrfunds

Annual cost

1.84%

Fund size

$14M

LQ

Simplify Tax Aware Alternatives ETF

Simplify Asset Management

Annual cost

0.15%

Fund size

Key differences

  • LQ costs 1.69% less per year.
  • RULE is classified as mixed asset, while LQ is equity — different risk/return profiles.
  • RULE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RULELQ
Annual cost (TER)1.84%0.15%
Fund size (AUM)$14M
Since20212026
Dividend yield0.00%
Asset classmixed assetequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+47.4%N/A
CAGR 3Y+18.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.87N/A
Volatility 1Y20.08%
Max drawdown-30.48%-2.82%

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

Similar to RULE and LQ