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. Their -0.10 correlation means they have often moved in opposite directions in the past. 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 -3.87% return, which is significantly lower than LOTI's 4.81% return.
EZRO
- 1D
- 0.33%
- 1M
- -4.36%
- 6M
- -8.33%
- YTD
- -3.87%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
LOTI
- 1D
- 0.15%
- 1M
- -0.74%
- 6M
- 2.90%
- YTD
- 4.81%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $205.81K | $179.19K | $276.48K | |
| $150.33K | $113.31K | $132.45K |
EZRO vs. LOTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EZRO AlphaDroid Defensive Sector Rotation ETF | -3.87% | -3.19% |
LOTI Liberty One Tactical Income ETF | 4.81% | -0.41% |
Correlation
The correlation between EZRO and LOTI is -0.10, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 16, 2025 | -0.10 |
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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 -19.08%, 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 | -19.08% | -4.42% | -14.66% |
Current DrawdownCurrent decline from peak | -14.67% | -1.09% | -13.58% |
Average DrawdownAverage peak-to-trough decline | -5.02% | -1.29% | -3.73% |
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 | 22.61% | 5.99% | +16.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.61% | 5.99% | +16.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.61% | 5.99% | +16.62% |
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 1.77%.
| Position | TTM | 2025 |
|---|---|---|
EZRO AlphaDroid Defensive Sector Rotation ETF | 0.00% | 0.00% |
LOTI Liberty One Tactical Income ETF | 1.77% | 0.45% |
Frequently Asked Questions
EZRO and LOTI have a correlation of -0.10, 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 1.77%, compared with 0.00% for EZRO.
They also come from different issuers: AlphaDroid and Liberty One.
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