EASY vs. LOTI
EASY (Liberty One Defensive Dividend Growth ETF) and LOTI (Liberty One Tactical Income ETF) are both exchange-traded funds - EASY is a Dividend fund actively managed by Liberty One, while LOTI is a Tactical Allocation fund actively managed by Liberty One. Both are actively managed. Their correlation of 0.87 suggests significant overlap in exposure. EASY charges 0.85%/yr vs 1.01%/yr for LOTI.
Performance
EASY vs. LOTI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EASY achieves a 3.21% return, which is significantly higher than LOTI's 2.71% return.
EASY
- 1D
- -0.40%
- 1M
- -2.22%
- YTD
- 3.21%
- 6M
- 3.00%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LOTI
- 1D
- -0.43%
- 1M
- -0.87%
- YTD
- 2.71%
- 6M
- 2.90%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EASY vs. LOTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EASY Liberty One Defensive Dividend Growth ETF | 3.21% | 0.55% |
LOTI Liberty One Tactical Income ETF | 2.71% | 1.06% |
Correlation
The correlation between EASY and LOTI is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025 | 0.87 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EASY vs. LOTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty One Defensive Dividend Growth ETF (EASY) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Loading charts...
Drawdowns
EASY vs. LOTI - Drawdown Comparison
The maximum EASY drawdown since its inception was -7.79%, which is greater than LOTI's maximum drawdown of -4.42%. Use the drawdown chart below to compare losses from any high point for EASY and LOTI.
Loading charts...
Drawdown Indicators
| EASY | LOTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.79% | -4.42% | -3.37% |
Current DrawdownCurrent decline from peak | -7.01% | -2.45% | -4.56% |
Average DrawdownAverage peak-to-trough decline | -2.82% | -1.36% | -1.46% |
Volatility
EASY vs. LOTI - Volatility Comparison
Loading charts...
Volatility by Period
| EASY | LOTI | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 10.38% | 5.72% | +4.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.38% | 5.72% | +4.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.38% | 5.72% | +4.66% |
EASY vs. LOTI - Expense Ratio Comparison
EASY has a 0.85% expense ratio, which is lower than LOTI's 1.01% expense ratio.
Dividends
EASY vs. LOTI - Dividend Comparison
EASY's dividend yield for the trailing twelve months is around 0.77%, less than LOTI's 1.62% yield.
| Position | TTM | 2025 |
|---|---|---|
EASY Liberty One Defensive Dividend Growth ETF | 0.77% | 0.13% |
LOTI Liberty One Tactical Income ETF | 1.62% | 0.45% |
Frequently Asked Questions
EASY and LOTI have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EASY is cheaper at 0.85% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EASY is cheaper with a 0.85% expense ratio, compared with 1.01% for LOTI.
LOTI has the higher dividend yield at 1.62%, compared with 0.77% for EASY.
EASY is categorized as Dividend, while LOTI is Tactical Allocation. Their fees differ too: 0.85% for EASY and 1.01% for LOTI.
Find the right allocation for EASY and LOTI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer