EZRO vs. LOTI
EZRO (AlphaDroid Defensive Sector Rotation ETF) and LOTI (Liberty One Tactical Income ETF) are both Tactical Allocation funds. Both are actively managed. At a correlation of -0.08, they often move in opposite directions. Both charge a 1.01% expense ratio.
Performance
EZRO vs. LOTI - Performance Comparison
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Returns By Period
In the year-to-date period, EZRO achieves a 0.15% return, which is significantly lower than LOTI's 5.26% return.
EZRO
- 1D
- -2.46%
- 1M
- -2.92%
- 6M
- -3.62%
- YTD
- 0.15%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LOTI
- 1D
- 0.06%
- 1M
- 1.25%
- 6M
- 5.52%
- YTD
- 5.26%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EZRO vs. LOTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EZRO AlphaDroid Defensive Sector Rotation ETF | 0.15% | -3.19% |
LOTI Liberty One Tactical Income ETF | 5.26% | -0.41% |
Correlation
The correlation between EZRO and LOTI is -0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 16, 2025 | -0.08 |
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Return for Risk
EZRO vs. LOTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AlphaDroid Defensive Sector Rotation ETF (EZRO) 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
EZRO vs. LOTI - Drawdown Comparison
The maximum EZRO drawdown since its inception was -12.08%, which is greater than LOTI's maximum drawdown of -4.42%. Use the drawdown chart below to compare losses from any high point for EZRO and LOTI.
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Drawdown Indicators
| EZRO | LOTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.08% | -4.42% | -7.66% |
Current DrawdownCurrent decline from peak | -11.11% | -0.67% | -10.44% |
Average DrawdownAverage peak-to-trough decline | -4.34% | -1.31% | -3.03% |
Volatility
EZRO vs. LOTI - Volatility Comparison
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Volatility by Period
| EZRO | LOTI | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 21.57% | 5.89% | +15.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.57% | 5.89% | +15.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.57% | 5.89% | +15.68% |
EZRO vs. LOTI - Expense Ratio Comparison
Both EZRO and LOTI have an expense ratio of 1.01%.
Dividends
EZRO vs. LOTI - Dividend Comparison
EZRO has not paid dividends to shareholders, while LOTI's dividend yield for the trailing twelve months is around 1.58%.
| Position | TTM | 2025 |
|---|---|---|
EZRO AlphaDroid Defensive Sector Rotation ETF | 0.00% | 0.00% |
LOTI Liberty One Tactical Income ETF | 1.58% | 0.45% |
Frequently Asked Questions
EZRO and LOTI have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 1.01% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
EZRO and LOTI have the same expense ratio: 1.01% per year.
LOTI has the higher dividend yield at 1.58%, compared with 0.00% for EZRO.
They also come from different issuers: AlphaDroid and Liberty One.
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