Leaderboard
Tax-aware long/short
Leveraged direct indexing (130/30 to 250/150) that realizes far more losses than a long-only account.
How this strategy works, and the tax rules behind it →Products
8
Providers
8
Median fee
0.65%
Median minimum
$1M
Assets tracked
$141B
5 of 8 products disclose
Click a column to sort · ≈ estimated by Basis
| # | Provider | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AQRTax-aware long/short (Flex SMAs and TA private funds) | $68.8B | Not disclosed | Not published (AQR r… | ≈2–6% | Not disclosed | Not disclosed | Schwab, Fidelity | Open |
| 2 | QuantinnoDEALS (Core / Exchange / Overlay) | $48.3B | 0.45% | Not published (Frec … | Not disclosed | $1M | Not disclosed | Schwab, Fidelity | Open |
| 3 | Aperio (BlackRock)Long/Short SMAs (130/30 Quality Value, Tax-Managed Dynamic Factor) | $19B | 0.55% | 130/30 to 200/100 | Not disclosed | $1M | Not disclosed | Fidelity, Schwab | Open |
| 4 | Cache (Brooklyn Indexing / Nuveen)Cache Long/Short | $3.98Bfirm-wide | 0.50%–1.00% | 130/30 to 200/100 | Not disclosed | $1M | Not disclosed | Schwab | Waitlist |
| 5 | Two SigmaBeacon Fund (tax-aware long/short private fund) | $976Mcontrib. | Not disclosed | Not published | Not disclosed | $5M | QP | Not disclosed | Open |
| 6 | Franklin Templeton (Canvas)Canvas Tax Aware Long Short | Not disclosed | Not disclosed | 130/30 | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Open |
| 7 | FrecLong Short Direct Indexing and Long Short Diversify | Not disclosed | 0.50%–1.30% | 140/40 to 250/150 | Not disclosed | $100K | Anyone | Apex Clearing | Open |
| 8 | Parametric (Morgan Stanley)Custom Extension | Not disclosed | Not disclosed | 130/30, 145/45, 200/… | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Open |