ESBG vs. LOTI
ESBG (First Trust Enhanced Stocks, Bonds & Gold ETF) and LOTI (Liberty One Tactical Income ETF) are both Tactical Allocation funds. Both are actively managed. At a 0.28 correlation, their price movements are largely independent. ESBG charges 0.95%/yr vs 1.01%/yr for LOTI.
Performance
ESBG vs. LOTI - Performance Comparison
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Returns By Period
In the year-to-date period, ESBG achieves a -2.86% return, which is significantly lower than LOTI's 5.26% return.
ESBG
- 1D
- -2.33%
- 1M
- -2.85%
- 6M
- -8.17%
- YTD
- -2.86%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LOTI
- 1D
- 0.06%
- 1M
- 1.25%
- 6M
- 5.52%
- YTD
- 5.26%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ESBG vs. LOTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ESBG First Trust Enhanced Stocks, Bonds & Gold ETF | -2.86% | 5.67% |
LOTI Liberty One Tactical Income ETF | 5.26% | -0.46% |
Correlation
The correlation between ESBG and LOTI is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 19, 2025 | 0.28 |
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Return for Risk
ESBG vs. LOTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Enhanced Stocks, Bonds & Gold ETF (ESBG) 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.
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Drawdowns
ESBG vs. LOTI - Drawdown Comparison
The maximum ESBG drawdown since its inception was -18.84%, which is greater than LOTI's maximum drawdown of -4.42%. Use the drawdown chart below to compare losses from any high point for ESBG and LOTI.
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Drawdown Indicators
| ESBG | LOTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.84% | -4.42% | -14.42% |
Current DrawdownCurrent decline from peak | -17.63% | -0.67% | -16.96% |
Average DrawdownAverage peak-to-trough decline | -7.74% | -1.31% | -6.43% |
Volatility
ESBG vs. LOTI - Volatility Comparison
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Volatility by Period
| ESBG | LOTI | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 25.71% | 5.89% | +19.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.71% | 5.89% | +19.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.71% | 5.89% | +19.82% |
ESBG vs. LOTI - Expense Ratio Comparison
ESBG has a 0.95% expense ratio, which is lower than LOTI's 1.01% expense ratio.
Dividends
ESBG vs. LOTI - Dividend Comparison
ESBG's dividend yield for the trailing twelve months is around 1.12%, less than LOTI's 1.58% yield.
| Position | TTM | 2025 |
|---|---|---|
ESBG First Trust Enhanced Stocks, Bonds & Gold ETF | 1.12% | 0.24% |
LOTI Liberty One Tactical Income ETF | 1.58% | 0.45% |
Frequently Asked Questions
ESBG and LOTI have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ESBG is cheaper at 0.95% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ESBG is cheaper with a 0.95% expense ratio, compared with 1.01% for LOTI.
LOTI has the higher dividend yield at 1.58%, compared with 1.12% for ESBG.
They also come from different issuers: First Trust and Liberty One. Their fees differ too: 0.95% for ESBG and 1.01% for LOTI.
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