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 0.01 correlation, their price movements are largely independent. 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 1.82% return, which is significantly lower than LOTI's 3.35% return.
EZRO
- 1D
- -3.25%
- 1M
- -8.26%
- YTD
- 1.82%
- 6M
- 0.43%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LOTI
- 1D
- 0.62%
- 1M
- -0.25%
- YTD
- 3.35%
- 6M
- 3.60%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EZRO vs. LOTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EZRO AlphaDroid Defensive Sector Rotation ETF | 1.82% | -3.19% |
LOTI Liberty One Tactical Income ETF | 3.35% | -0.41% |
Correlation
The correlation between EZRO and LOTI is 0.01, 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 | 0.01 |
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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 | -9.62% | -1.85% | -7.77% |
Average DrawdownAverage peak-to-trough decline | -3.92% | -1.36% | -2.56% |
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 | 20.94% | 5.75% | +15.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.94% | 5.75% | +15.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.94% | 5.75% | +15.19% |
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 1.61%.
| Position | TTM | 2025 |
|---|---|---|
EZRO AlphaDroid Defensive Sector Rotation ETF | 0.00% | 0.00% |
LOTI Liberty One Tactical Income ETF | 1.61% | 0.45% |
Frequently Asked Questions
EZRO and LOTI have a correlation of 0.01, 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 1.61%, compared with 0.00% for EZRO.
They also come from different issuers: AlphaDroid and Liberty One.
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