LOTI vs. CLSM
LOTI (Liberty One Tactical Income ETF) and CLSM (Cabana Target Leading Sector Moderate ETF) are both Tactical Allocation funds. LOTI is actively managed, while CLSM is passively managed. At a 0.09 correlation, their price movements are largely independent. LOTI charges 1.01%/yr vs 0.82%/yr for CLSM.
Performance
LOTI vs. CLSM - Performance Comparison
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Returns By Period
In the year-to-date period, LOTI achieves a 5.19% return, which is significantly lower than CLSM's 17.55% return.
LOTI
- 1D
- 0.01%
- 1M
- 1.18%
- 6M
- 5.54%
- YTD
- 5.19%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CLSM
- 1D
- 0.46%
- 1M
- -0.17%
- 6M
- 15.17%
- YTD
- 17.55%
- 1Y
- 26.98%
- 3Y*
- 12.70%
- 5Y*
- —
- 10Y*
- —
LOTI vs. CLSM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LOTI Liberty One Tactical Income ETF | 5.19% | 1.06% |
CLSM Cabana Target Leading Sector Moderate ETF | 17.55% | 2.21% |
Correlation
The correlation between LOTI and CLSM is 0.09, 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 Sep 30, 2025 | 0.09 |
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Return for Risk
LOTI vs. CLSM — Risk / Return Rank
LOTI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
CLSM
LOTI vs. CLSM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty One Tactical Income ETF (LOTI) and Cabana Target Leading Sector Moderate ETF (CLSM). 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.
| LOTI | CLSM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.34 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.14 | — |
| Martin ratioReturn relative to average drawdown | — | 11.57 | — |
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Drawdowns
LOTI vs. CLSM - Drawdown Comparison
The maximum LOTI drawdown since its inception was -4.42%, smaller than the maximum CLSM drawdown of -27.77%. Use the drawdown chart below to compare losses from any high point for LOTI and CLSM.
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Drawdown Indicators
| LOTI | CLSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.42% | -27.77% | +23.35% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.50% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.60% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.77% | — |
Current DrawdownCurrent decline from peak | -0.73% | -2.78% | +2.05% |
Average DrawdownAverage peak-to-trough decline | -1.32% | -16.21% | +14.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.30% | — |
Volatility
LOTI vs. CLSM - Volatility Comparison
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Volatility by Period
| LOTI | CLSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.61% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 12.22% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 5.91% | 14.12% | -8.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.91% | 12.71% | -6.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.91% | 12.71% | -6.80% |
LOTI vs. CLSM - Expense Ratio Comparison
LOTI has a 1.01% expense ratio, which is higher than CLSM's 0.82% expense ratio.
Dividends
LOTI vs. CLSM - Dividend Comparison
LOTI's dividend yield for the trailing twelve months is around 1.58%, more than CLSM's 0.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
CLSM Cabana Target Leading Sector Moderate ETF | 0.76% | 0.90% | 2.13% | 2.58% | 3.17% | 0.59% |
LOTI Liberty One Tactical Income ETF | 1.58% | 0.45% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LOTI and CLSM have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CLSM is cheaper at 0.82% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CLSM is cheaper with a 0.82% expense ratio, compared with 1.01% for LOTI.
LOTI has the higher dividend yield at 1.58%, compared with 0.76% for CLSM.
They also come from different issuers: Liberty One and Cabana. Their fees differ too: 1.01% for LOTI and 0.82% for CLSM.
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