AGOX vs. LOTI
AGOX (Adaptive Alpha Opportunities ETF) and LOTI (Liberty One Tactical Income ETF) are both Tactical Allocation funds. Both are actively managed. Their -0.00 correlation means they have often moved in opposite directions in the past. AGOX charges 1.33%/yr vs 1.01%/yr for LOTI.
Performance
AGOX vs. LOTI - Performance Comparison
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Returns By Period
In the year-to-date period, AGOX achieves a 20.76% return, which is significantly higher than LOTI's 5.29% return.
AGOX
- 1D
- 3.67%
- 1M
- 0.52%
- 6M
- 15.82%
- YTD
- 20.76%
- 1Y
- 18.91%
- 3Y*
- 16.26%
- 5Y*
- 8.47%
- 10Y*
- —
- ALL TIME*
- 9.30%
LOTI
- 1D
- 0.30%
- 1M
- -0.29%
- 6M
- 3.07%
- YTD
- 5.29%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.86M | $2.80M | $2.80M | |
| $127.65K | $106.81K | $129.35K |
AGOX vs. LOTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AGOX Adaptive Alpha Opportunities ETF | 20.76% | -3.52% |
LOTI Liberty One Tactical Income ETF | 5.29% | 1.06% |
Correlation
The correlation between AGOX and LOTI is -0.00, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025 | -0.00 |
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Return for Risk
AGOX vs. LOTI — Risk / Return Rank
AGOX
LOTI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AGOX vs. LOTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Adaptive Alpha Opportunities ETF (AGOX) and Liberty One Tactical Income ETF (LOTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AGOX | LOTI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.19 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.24 | — | — |
| Martin ratioReturn relative to average drawdown | 4.18 | — | — |
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Drawdowns
AGOX vs. LOTI - Drawdown Comparison
The maximum AGOX drawdown since its inception was -26.93%, which is greater than LOTI's maximum drawdown of -4.42%. Use the drawdown chart below to compare losses from any high point for AGOX and LOTI.
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Drawdown Indicators
| AGOX | LOTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.93% | -4.42% | -22.51% |
Max Drawdown (1Y)Largest decline over 1 year | -15.32% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -21.15% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -26.93% | — | — |
Current DrawdownCurrent decline from peak | -2.79% | -0.64% | -2.15% |
Average DrawdownAverage peak-to-trough decline | -8.03% | -1.29% | -6.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.54% | — | — |
Volatility
AGOX vs. LOTI - Volatility Comparison
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Volatility by Period
| AGOX | LOTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.44% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 16.99% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 19.53% | 5.97% | +13.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.88% | 5.97% | +13.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.69% | 5.97% | +13.72% |
AGOX vs. LOTI - Expense Ratio Comparison
AGOX has a 1.33% expense ratio, which is higher than LOTI's 1.01% expense ratio.
Dividends
AGOX vs. LOTI - Dividend Comparison
AGOX's dividend yield for the trailing twelve months is around 2.67%, more than LOTI's 1.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
AGOX Adaptive Alpha Opportunities ETF | 2.67% | 3.23% | 3.94% | 0.27% | 0.20% | 6.36% |
LOTI Liberty One Tactical Income ETF | 1.76% | 0.45% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AGOX and LOTI have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LOTI is cheaper at 1.01% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LOTI is cheaper with a 1.01% expense ratio, compared with 1.33% for AGOX.
AGOX has the higher dividend yield at 2.67%, compared with 1.76% for LOTI.
They also come from different issuers: Adaptive and Liberty One. Their fees differ too: 1.33% for AGOX and 1.01% for LOTI.
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