LQSimplify Tax Aware Alternatives ETF
Seeks capital appreciation.
By Simplify Asset Management · Launched 2026
Annual Cost
0.15%
#616 of 5,913 · low cost
Fund Size
$2M
#5,454 of 5,913 · small
Return (1Y)Goal
-24.8%
Track Record
3 months
#5,409 of 5,913 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,272+2.7%
Total-return NAV, USD. Net of fund fees, before tax.
What it actually holds
By weightAsset allocation
Bonds
84.2%
Cash
22.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
52.6%High
Year-on-year price swings
Max drawdown
-48.4%Severe
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Actively managed ETF employing an alternatives investment approach across domestic and foreign asset classes, including commodities, currencies, and real estate-related securities. Utilizes a flexible asset allocation strategy to optimize returns while considering tax implications for investors.
- Inception date
- May 4, 2026
- Fund family
- Simplify Asset Management
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Data updated on 2026-08-15