LOTI vs. EZRO

Last updated Jul 12, 2026

LOTI (Liberty One Tactical Income ETF) and EZRO (AlphaDroid Defensive Sector Rotation ETF) are both Tactical Allocation funds. Both are actively managed. At a correlation of -0.08, they often move in opposite directions. Both charge a 1.01% expense ratio.

Performance

LOTI vs. EZRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Liberty One Tactical Income ETF (LOTI) and AlphaDroid Defensive Sector Rotation ETF (EZRO). 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 higher than EZRO's 2.67% return.

LOTI

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

EZRO

• 1D: 0.00%
• 1M: -0.47%
• 6M: -0.30%
• YTD: 2.67%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

LOTI vs. EZRO - Yearly Performance Comparison

	2026 (YTD)	2025
LOTI Liberty One Tactical Income ETF	5.19%	-0.41%
EZRO AlphaDroid Defensive Sector Rotation ETF	2.67%	-3.19%

Correlation

The correlation between LOTI and EZRO is -0.08, 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	-0.08

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.

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.

Drawdown Indicators

	LOTI	EZRO	Difference
Max Drawdown Largest peak-to-trough decline	-4.42%	-12.08%	+7.66%
Current Drawdown Current decline from peak	-0.73%	-8.86%	+8.13%
Average Drawdown Average peak-to-trough decline	-1.32%	-4.31%	+2.99%

Volatility

Volatility by Period

	LOTI	EZRO	Difference
Volatility (1Y) Calculated over the trailing 1-year period	5.91%	21.44%	-15.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.91%	21.44%	-15.53%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.91%	21.44%	-15.53%

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 1.58%, 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	1.58%	0.45%

Frequently Asked Questions

Can I hold both LOTI and EZRO in my portfolio?

LOTI and EZRO have a correlation of -0.08, 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 EZRO?

Both ETFs have the same 1.01% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, LOTI or EZRO?

LOTI and EZRO have the same expense ratio: 1.01% per year.

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

LOTI has the higher dividend yield at 1.58%, compared with 0.00% for EZRO.

What is the main difference between LOTI and EZRO?

They also come from different issuers: Liberty One and AlphaDroid.