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XV vs LQ

Simplify Target 15 Distribution ETF vs Simplify Tax Aware Alternatives ETF

XV

Simplify Target 15 Distribution ETF

Simplify Asset Management

Annual cost

0.75%

Fund size

$60M

LQ

Simplify Tax Aware Alternatives ETF

Simplify Asset Management

Annual cost

0.15%

Fund size

Key differences

  • LQ costs 0.60% less per year.
  • XV is classified as alternative, while LQ is equity — different risk/return profiles.
  • XV follows a option income strategy; LQ uses active selection.

Side-by-side comparison

XVLQ
Annual cost (TER)0.75%0.15%
Fund size (AUM)$60M
Since20252026
Dividend yield13.61%
Asset classalternativeequity
Regionglobal
Strategyoption incomeactive selection
CAGR 1Y+16.3%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.43%
Max drawdown-5.73%-2.82%

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

Similar to XV and LQ