Simplify TaxOther AlternativesLQ · Nasdaq

Simplify Tax Aware Alternatives ETF (LQ)

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Price: $24.53; —11 Sept 2026
Assets: —; Total net assets
Expense ratio: 0.15%; Category 1.94%
Yield: —; Trailing distributions

1Y return: —; Category 8.1%
3Y CAGR: —; Category 11.4%
5Y CAGR: —; Category 9.9%

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Simplify Tax Aware Alternatives ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
ETF	+1.7%	+2.0%	—	—	—	—	—	—	-1.4%
Other Alternatives average	1.1%	3.3%	6.2%	8.8%	8.1%	11.4%	9.9%	6.0%	5.7%
Difference	+0.6%	-1.4%	—	—	—	—	—	—	-7.2%

Holdings

Allocation as last published by the fund.

Credit quality

Share of the bonds by rating.

US government104.2%

Asset mix

Bonds104.2%
Cash0.7%

ETF details

Issuer: Simplify Tax
Category: Alternatives · Other Alternatives
Ticker: LQ
Exchange: Nasdaq
Inception: 5 May 2026 (0.4 years)
Structure: Exchange Traded Fund
Expense ratio: 0.15% (category 1.94%)
Holdings turnover: 0% (category 256%)
Distribution yield: —
Total net assets: —
Average maturity: 9.87 years

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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