LQ vs VTI

LQ vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricLQVTIWinner
Expense Ratio0.15%0.03%
AUM$2M$666.9B
Dividend Yield0.21%1.07%
Holdings153,543
YTD Return-1.80%+12.65%
1Y Return-+21.39%
3Y Return (annualized)-+21.54%
5Y Return (annualized)-+12.11%
Volatility (annualized)-15.3%
Max Drawdown-6.6%-56.6%
Fund FamilySimplify Exchange Traded FundsVanguard (US)
CategoryAlternativeEquity
InceptionMay 4, 2026May 24, 2001

LQ vs VTI Performance

Simplify Tax Aware Alternatives ETF (LQ) is a ETF from Simplify Exchange Traded Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, LQ is down 1.80% versus a gain of 12.65% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -6.6% for LQ and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

LQ charges 0.15% per year while VTI charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, LQ currently yields 0.21% against 1.07% for VTI.

Frequently Asked Questions

Which is cheaper, LQ or VTI?

LQ has an expense ratio of 0.15% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

Which pays a higher dividend, LQ or VTI?

LQ yields 0.21% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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