LOTI vs. EZRO
LOTI (Liberty One Tactical Income ETF) and EZRO (AlphaDroid Defensive Sector Rotation ETF) are both Tactical Allocation funds. Both are actively managed. At a 0.03 correlation, their price movements are largely independent. Both charge a 1.01% expense ratio.
Performance
LOTI vs. EZRO - 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 EZRO's 5.24% return.
LOTI
- 1D
- -0.43%
- 1M
- -0.87%
- YTD
- 2.71%
- 6M
- 2.90%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EZRO
- 1D
- 0.26%
- 1M
- -5.18%
- YTD
- 5.24%
- 6M
- 4.34%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LOTI vs. EZRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LOTI Liberty One Tactical Income ETF | 2.71% | -0.41% |
EZRO AlphaDroid Defensive Sector Rotation ETF | 5.24% | -3.19% |
Correlation
The correlation between LOTI and EZRO is 0.03, 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 | 0.03 |
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Return for Risk
LOTI vs. EZRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty One Tactical Income ETF (LOTI) and AlphaDroid Defensive Sector Rotation ETF (EZRO). 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. EZRO - Drawdown Comparison
The maximum LOTI drawdown since its inception was -4.42%, smaller than the maximum EZRO drawdown of -12.08%. Use the drawdown chart below to compare losses from any high point for LOTI and EZRO.
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Drawdown Indicators
| LOTI | EZRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.42% | -12.08% | +7.66% |
Current DrawdownCurrent decline from peak | -2.45% | -6.58% | +4.13% |
Average DrawdownAverage peak-to-trough decline | -1.36% | -3.89% | +2.53% |
Volatility
LOTI vs. EZRO - Volatility Comparison
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Volatility by Period
| LOTI | EZRO | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 5.72% | 20.62% | -14.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.72% | 20.62% | -14.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.72% | 20.62% | -14.90% |
LOTI vs. EZRO - Expense Ratio Comparison
Both LOTI and EZRO have an expense ratio of 1.01%.
Dividends
LOTI vs. EZRO - Dividend Comparison
LOTI's dividend yield for the trailing twelve months is around 1.62%, while EZRO has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
EZRO AlphaDroid Defensive Sector Rotation ETF | 0.00% | 0.00% |
LOTI Liberty One Tactical Income ETF | 1.62% | 0.45% |
Frequently Asked Questions
LOTI and EZRO have a correlation of 0.03, 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.
LOTI and EZRO have the same expense ratio: 1.01% per year.
LOTI has the higher dividend yield at 1.62%, compared with 0.00% for EZRO.
They also come from different issuers: Liberty One and AlphaDroid.
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