LOTI vs. EASY
LOTI (Liberty One Tactical Income ETF) and EASY (Liberty One Defensive Dividend Growth ETF) are both exchange-traded funds - LOTI is a Tactical Allocation fund actively managed by Liberty One, while EASY is a Dividend fund actively managed by Liberty One. Both are actively managed. Their correlation of 0.87 suggests significant overlap in exposure. LOTI charges 1.01%/yr vs 0.85%/yr for EASY.
Performance
LOTI vs. EASY - Performance Comparison
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Returns By Period
In the year-to-date period, LOTI achieves a 2.71% return, which is significantly lower than EASY's 3.21% return.
LOTI
- 1D
- -0.43%
- 1M
- -0.87%
- YTD
- 2.71%
- 6M
- 2.90%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EASY
- 1D
- -0.40%
- 1M
- -2.22%
- YTD
- 3.21%
- 6M
- 3.00%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LOTI vs. EASY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LOTI Liberty One Tactical Income ETF | 2.71% | 1.06% |
EASY Liberty One Defensive Dividend Growth ETF | 3.21% | 0.55% |
Correlation
The correlation between LOTI and EASY is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025 | 0.87 |
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Return for Risk
LOTI vs. EASY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty One Tactical Income ETF (LOTI) and Liberty One Defensive Dividend Growth ETF (EASY). 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
LOTI vs. EASY - Drawdown Comparison
The maximum LOTI drawdown since its inception was -4.42%, smaller than the maximum EASY drawdown of -7.79%. Use the drawdown chart below to compare losses from any high point for LOTI and EASY.
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Drawdown Indicators
| LOTI | EASY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.42% | -7.79% | +3.37% |
Current DrawdownCurrent decline from peak | -2.45% | -7.01% | +4.56% |
Average DrawdownAverage peak-to-trough decline | -1.36% | -2.82% | +1.46% |
Volatility
LOTI vs. EASY - Volatility Comparison
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Volatility by Period
| LOTI | EASY | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 5.72% | 10.38% | -4.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.72% | 10.38% | -4.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.72% | 10.38% | -4.66% |
LOTI vs. EASY - Expense Ratio Comparison
LOTI has a 1.01% expense ratio, which is higher than EASY's 0.85% expense ratio.
Dividends
LOTI vs. EASY - Dividend Comparison
LOTI's dividend yield for the trailing twelve months is around 1.62%, more than EASY's 0.77% yield.
| Position | TTM | 2025 |
|---|---|---|
EASY Liberty One Defensive Dividend Growth ETF | 0.77% | 0.13% |
LOTI Liberty One Tactical Income ETF | 1.62% | 0.45% |
Frequently Asked Questions
LOTI and EASY have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EASY is cheaper at 0.85% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EASY is cheaper with a 0.85% expense ratio, compared with 1.01% for LOTI.
LOTI has the higher dividend yield at 1.62%, compared with 0.77% for EASY.
LOTI is categorized as Tactical Allocation, while EASY is Dividend. Their fees differ too: 1.01% for LOTI and 0.85% for EASY.
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