LOTI vs. ESBG

Last updated Jun 5, 2026

LOTI (Liberty One Tactical Income ETF) and ESBG (First Trust Enhanced Stocks, Bonds & Gold ETF) are both Tactical Allocation funds. Both are actively managed. At a 0.36 correlation, their price movements are largely independent. LOTI charges 1.01%/yr vs 0.95%/yr for ESBG.

Performance

LOTI vs. ESBG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Liberty One Tactical Income ETF (LOTI) and First Trust Enhanced Stocks, Bonds & Gold ETF (ESBG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LOTI achieves a 2.94% return, which is significantly lower than ESBG's 5.96% return.

LOTI

• 1D: 0.30%
• 1M: -0.27%
• YTD: 2.94%
• 6M: 2.73%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ESBG

• 1D: 0.79%
• 1M: 1.11%
• YTD: 5.96%
• 6M: 7.17%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

LOTI vs. ESBG - Yearly Performance Comparison

	2026 (YTD)	2025
LOTI Liberty One Tactical Income ETF	2.94%	-0.31%
ESBG First Trust Enhanced Stocks, Bonds & Gold ETF	5.96%	5.72%

Correlation

The correlation between LOTI and ESBG is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 20, 2025	0.36

Return for Risk

LOTI vs. ESBG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Liberty One Tactical Income ETF (LOTI) and First Trust Enhanced Stocks, Bonds & Gold ETF (ESBG). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	LOTI	ESBG	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	0.90	0.95	-0.05

Drawdowns

LOTI vs. ESBG - Drawdown Comparison

The maximum LOTI drawdown since its inception was -4.42%, smaller than the maximum ESBG drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for LOTI and ESBG.

Drawdown Indicators

	LOTI	ESBG	Difference
Max Drawdown Largest peak-to-trough decline	-4.42%	-18.84%	+14.42%
Current Drawdown Current decline from peak	-2.23%	-10.14%	+7.91%
Average Drawdown Average peak-to-trough decline	-1.34%	-6.27%	+4.93%

Volatility

Volatility by Period

	LOTI	ESBG	Difference
Volatility (1Y) Calculated over the trailing 1-year period	5.67%	25.19%	-19.52%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.67%	25.19%	-19.52%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.67%	25.19%	-19.52%

LOTI vs. ESBG - Expense Ratio Comparison

LOTI has a 1.01% expense ratio, which is higher than ESBG's 0.95% expense ratio.

Dividends

LOTI vs. ESBG - Dividend Comparison

LOTI's dividend yield for the trailing twelve months is around 1.33%, more than ESBG's 0.57% yield.

Position	TTM	2025
ESBG First Trust Enhanced Stocks, Bonds & Gold ETF	0.57%	0.24%
LOTI Liberty One Tactical Income ETF	1.33%	0.45%

Frequently Asked Questions

Can I hold both LOTI and ESBG in my portfolio?

LOTI and ESBG have a correlation of 0.36, 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 ESBG?

On fees, ESBG is cheaper at 0.95% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, LOTI or ESBG?

ESBG is cheaper with a 0.95% expense ratio, compared with 1.01% for LOTI.

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

LOTI has the higher dividend yield at 1.33%, compared with 0.57% for ESBG.

What is the main difference between LOTI and ESBG?

They also come from different issuers: Liberty One and First Trust. Their fees differ too: 1.01% for LOTI and 0.95% for ESBG.