Simplify Tax Aware Alternatives ETF (LQ)
24.40
-0.09
(-0.36%)
USD |
NASDAQ |
Aug 24, 16:00
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.15% | -0.02% | 2.441M | 603.10 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| -- | -- | -- |
Basic Info
| Investment Strategy | |
| The Fund seeks capital appreciation. The adviser seeks to achieve the Funds investment object by employing an alternatives investment approach. Alternatives in the Funds name refers to asset classes other than traditional domestic stocks and bonds, such as those commonly used in balanced fund strategies. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Broad Asset Class | Alternative |
| Broad Category | Alternative Strategies |
| Global Peer Group | Alternative Multi Strategies |
| Peer Group | Alternative Multi-Strategy Funds |
| Global Macro | Liquid Alternatives |
| US Macro | Alternative Equity Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Alternative Multi-Strategy Funds |
| Fund Owner Firm Name | Simplify |
| Broad Asset Class Benchmark Index | |
| ^MSACWINTR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of August 25, 2026.
Asset Allocation
As of July 31, 2026.
| Type | % Net |
|---|---|
| Cash | 2.14% |
| Stock | 0.00% |
| Bond | 105.5% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -7.64% |
Basic Info
| Investment Strategy | |
| The Fund seeks capital appreciation. The adviser seeks to achieve the Funds investment object by employing an alternatives investment approach. Alternatives in the Funds name refers to asset classes other than traditional domestic stocks and bonds, such as those commonly used in balanced fund strategies. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Broad Asset Class | Alternative |
| Broad Category | Alternative Strategies |
| Global Peer Group | Alternative Multi Strategies |
| Peer Group | Alternative Multi-Strategy Funds |
| Global Macro | Liquid Alternatives |
| US Macro | Alternative Equity Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Alternative Multi-Strategy Funds |
| Fund Owner Firm Name | Simplify |
| Broad Asset Class Benchmark Index | |
| ^MSACWINTR | 100.0% |