LQSimplify Tax Aware Alternatives ETF
Seeks capital appreciation.
By Simplify Asset Management · Launched 2026
Annual Cost
0.15%
#738 of 5,584 · low cost
Fund Size
$2M
#5,310 of 5,584 · small
Return (1Y)Goal
N/A
Track Record
1 month
#5,428 of 5,584 · young
Performance
Total-return NAV · USDGrowth of $10,000
$9,608-3.9%
Total-return NAV, USD. Net of fund fees, before tax.
What it actually holds
By weightAsset allocation
Cash
52.0%
Bonds
50.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-5.2%Mild
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, real estate, and derivatives. Uses a flexible asset allocation strategy to invest in alternative-linked ETFs and U.S. Government securities, adjusting allocations opportunistically. The tax-aware sub-strategy considers potential tax burdens for taxable investors, employing tactics like tax harvesting and asset holding period management to optimize after-tax returns.
- Inception date
- May 4, 2026
- Fund family
- Simplify Asset Management
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Data updated on 2026-06-23