LOTI vs. EASY

Last updated Jul 12, 2026

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 0.88 suggests significant overlap in exposure. LOTI charges 1.01%/yr vs 0.85%/yr for EASY.

Performance

LOTI vs. EASY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Liberty One Tactical Income ETF (LOTI) and Liberty One Defensive Dividend Growth ETF (EASY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LOTI achieves a 5.19% return, which is significantly lower than EASY's 7.78% return.

LOTI

• 1D: 0.01%
• 1M: 1.18%
• 6M: 5.54%
• YTD: 5.19%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

EASY

• 1D: 0.29%
• 1M: 0.53%
• 6M: 7.14%
• YTD: 7.78%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

LOTI vs. EASY - Yearly Performance Comparison

	2026 (YTD)	2025
LOTI Liberty One Tactical Income ETF	5.19%	1.06%
EASY Liberty One Defensive Dividend Growth ETF	7.78%	0.55%

Correlation

The correlation between LOTI and EASY is 0.88, 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	0.88

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.

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.

Drawdown Indicators

	LOTI	EASY	Difference
Max Drawdown Largest peak-to-trough decline	-4.42%	-7.79%	+3.37%
Current Drawdown Current decline from peak	-0.73%	-2.90%	+2.17%
Average Drawdown Average peak-to-trough decline	-1.32%	-2.88%	+1.56%

Volatility

Volatility by Period

	LOTI	EASY	Difference
Volatility (1Y) Calculated over the trailing 1-year period	5.91%	11.10%	-5.19%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.91%	11.10%	-5.19%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.91%	11.10%	-5.19%

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 1.58%, more than EASY's 0.74% yield.

Position	TTM	2025
EASY Liberty One Defensive Dividend Growth ETF	0.74%	0.13%
LOTI Liberty One Tactical Income ETF	1.58%	0.45%

Frequently Asked Questions

Can I hold both LOTI and EASY in my portfolio?

LOTI and EASY have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, LOTI or EASY?

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.

Which ETF is cheaper, LOTI or EASY?

EASY is cheaper with a 0.85% expense ratio, compared with 1.01% for LOTI.

Which ETF pays a higher dividend yield, LOTI or EASY?

LOTI has the higher dividend yield at 1.58%, compared with 0.74% for EASY.

What is the main difference between LOTI and EASY?

LOTI is categorized as Tactical Allocation, while EASY is Dividend. Their fees differ too: 1.01% for LOTI and 0.85% for EASY.