Screener
SAMT vs LQ
Strategas Macro Thematic Opportunities ETF vs Simplify Tax Aware Alternatives ETF
Key differences
SAMT is an alternative ETF, while LQ is an equity ETF. SAMT charges 0.66% a year and LQ 0.15%.
- SAMT is an alternative fund, while LQ is an equity fund. They carry different risk/return profiles.
- SAMT follows a tactical allocation strategy; LQ uses active selection.
- LQ costs 0.51% less per year.
- SAMT is much larger than LQ. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| SAMT | LQ | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.15% |
| Fund size (AUM) | $706M | $2M |
| Since | 2022 | 2026 |
| Dividend yield | 0.59% | — |
| Asset class | alternative | equity |
| Region | — | global |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +39.7% | N/A |
| CAGR 3Y | +28.0% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.40 | N/A |
| Volatility 1Y | 17.31% | — |
| Max drawdown | -20.57% | -4.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.