Business Wire·May 5, 2026, 9:00 AM ET

Simplify Launches Two Tax-Aware ETFs to Meet Advisor Demand for Simpler, More Efficient Portfolio Tools

Simplify Asset Management launched two new multi-strategy ETFs: the Tax Aware Alternatives ETF (LQ) & the Tax Aware Diversified Income Strategy ETF (DINE).
Both funds aim to provide diversified alternatives & income while minimizing tax drag through tax-efficient structures.
The funds utilize swaps on existing Simplify ETFs with tenors of at least one year to ensure gains qualify for long-term capital gains tax treatment.
LQ seeks long-term capital appreciation by investing in alternative strategies including managed futures, commodities, currencies, energy infrastructure, & tail-risk hedges.
DINE focuses on income generation through strategies like enhanced core fixed income, credit-hedged high yield, option-based income, equity income, & currency-based strategies.
DINE minimizes regular distributions to allow investors more control over realizing income, typically through share sales rather than receiving distributions.
David Berns, Co-Founder & Chief Investment Officer, stated the funds help advisors balance diversification, income, & taxes without traditional tradeoffs.
The funds are designed to smooth volatility & line-item risk by combining multiple strategies into a single ETF wrapper.
Disclosure notes include risks related to swaps, futures, limited history, foreign investment, tax-aware strategies, fixed income securities, & foreign currencies.
Simplify ETFs are distributed by Foreside Financial Services, LLC, which is not related to Simplify Asset Management.