LOTI vs. LEXI

Last updated Jul 12, 2026

LOTI (Liberty One Tactical Income ETF) and LEXI (Alexis Practical Tactical ETF) are both Tactical Allocation funds. Both are actively managed. At a 0.08 correlation, their price movements are largely independent. LOTI charges 1.01%/yr vs 1.00%/yr for LEXI.

Performance

LOTI vs. LEXI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Liberty One Tactical Income ETF (LOTI) and Alexis Practical Tactical ETF (LEXI). 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 LEXI's 13.71% return.

LOTI

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

LEXI

• 1D: 0.28%
• 1M: 0.72%
• 6M: 10.93%
• YTD: 13.71%
• 1Y: 25.41%
• 3Y*: 19.23%
• 5Y*: 11.14%
• 10Y*: —

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

LOTI vs. LEXI - Yearly Performance Comparison

	2026 (YTD)	2025
LOTI Liberty One Tactical Income ETF	5.19%	1.06%
LEXI Alexis Practical Tactical ETF	13.71%	3.88%

Correlation

The correlation between LOTI and LEXI 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 Sep 30, 2025	0.08

Return for Risk

LOTI vs. LEXI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LOTI

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

LEXI

LEXI Risk / Return Rank: 85
LEXI Sharpe Ratio Rank: 88
LEXI Sortino Ratio Rank: 88
LEXI Omega Ratio Rank: 85
LEXI Calmar Ratio Rank: 76
LEXI Martin Ratio Rank: 88

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LOTI vs. LEXI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Liberty One Tactical Income ETF (LOTI) and Alexis Practical Tactical ETF (LEXI). 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.

	LOTI	LEXI	Difference
Sharpe ratio: Return per unit of total volatility	—	2.27	—
Sortino ratio: Return per unit of downside risk	—	3.22	—
Omega ratio: Gain probability vs. loss probability	—	1.41	—
Calmar ratio: Return relative to maximum drawdown	—	3.11	—
Martin ratio: Return relative to average drawdown	—	14.74	—

Drawdowns

LOTI vs. LEXI - Drawdown Comparison

The maximum LOTI drawdown since its inception was -4.42%, smaller than the maximum LEXI drawdown of -22.01%. Use the drawdown chart below to compare losses from any high point for LOTI and LEXI.

Drawdown Indicators

	LOTI	LEXI	Difference
Max Drawdown Largest peak-to-trough decline	-4.42%	-22.01%	+17.59%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.12%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-15.94%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-22.01%	—
Current Drawdown Current decline from peak	-0.73%	-0.44%	-0.29%
Average Drawdown Average peak-to-trough decline	-1.32%	-5.10%	+3.78%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.71%	—

Volatility

Volatility by Period

	LOTI	LEXI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.32%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.28%	—
Volatility (1Y) Calculated over the trailing 1-year period	5.91%	11.13%	-5.22%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.91%	14.61%	-8.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.91%	14.60%	-8.69%

LOTI vs. LEXI - Expense Ratio Comparison

LOTI has a 1.01% expense ratio, which is higher than LEXI's 1.00% expense ratio.

Dividends

LOTI vs. LEXI - Dividend Comparison

LOTI's dividend yield for the trailing twelve months is around 1.58%, more than LEXI's 0.83% yield.

Position	TTM	2025	2024	2023	2022	2021
LEXI Alexis Practical Tactical ETF	0.83%	0.94%	2.17%	1.34%	0.95%	0.23%
LOTI Liberty One Tactical Income ETF	1.58%	0.45%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both LOTI and LEXI in my portfolio?

LOTI and LEXI 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 LEXI?

On fees, LEXI is cheaper at 1.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, LOTI or LEXI?

LEXI is cheaper with a 1.00% expense ratio, compared with 1.01% for LOTI.

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

LOTI has the higher dividend yield at 1.58%, compared with 0.83% for LEXI.

What is the main difference between LOTI and LEXI?

They also come from different issuers: Liberty One and Alexis. Their fees differ too: 1.01% for LOTI and 1.00% for LEXI.