LQSimplify Tax Aware Alternatives ETF
Seeks capital appreciation.
By Simplify Asset Management · Launched 2026
Annual Cost
0.15%
#630 of 6,172 · low cost
Fund Size
$2M
#5,634 of 6,172 · small
Return (1Y)
N/A
Track Record
4 months
#5,402 of 6,172 · young
Performance
Total-return NAV · USDGrowth of $10,000
$9,572-4.3%
Total-return NAV, USD. Net of fund fees, before tax.
Holdings
By weightAsset allocation
Bonds
104.2%
Cash
0.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-6.6%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, 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 2026-09-30