LOTI vs. RHTX
LOTI (Liberty One Tactical Income ETF) and RHTX (RH Tactical Outlook ETF) are both Tactical Allocation funds. Both are actively managed. At a 0.26 correlation, their price movements are largely independent. LOTI charges 1.01%/yr vs 1.38%/yr for RHTX.
Performance
LOTI vs. RHTX - Performance Comparison
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Returns By Period
In the year-to-date period, LOTI achieves a 2.63% return, which is significantly lower than RHTX's 8.61% return.
LOTI
- 1D
- -0.12%
- 1M
- -0.50%
- YTD
- 2.63%
- 6M
- 1.96%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RHTX
- 1D
- -0.72%
- 1M
- 2.95%
- YTD
- 8.61%
- 6M
- 10.15%
- 1Y
- 25.91%
- 3Y*
- 15.78%
- 5Y*
- —
- 10Y*
- —
LOTI vs. RHTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LOTI Liberty One Tactical Income ETF | 2.63% | 0.44% |
RHTX RH Tactical Outlook ETF | 8.61% | 3.72% |
Correlation
The correlation between LOTI and RHTX is 0.26, 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 Oct 1, 2025 | 0.26 |
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Return for Risk
LOTI vs. RHTX — Risk / Return Rank
LOTI
RHTX
LOTI vs. RHTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty One Tactical Income ETF (LOTI) and RH Tactical Outlook ETF (RHTX). 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.
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Sharpe Ratios by Period
| LOTI | RHTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.30 | +0.52 |
Drawdowns
LOTI vs. RHTX - Drawdown Comparison
The maximum LOTI drawdown since its inception was -4.42%, smaller than the maximum RHTX drawdown of -24.68%. Use the drawdown chart below to compare losses from any high point for LOTI and RHTX.
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Drawdown Indicators
| LOTI | RHTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.42% | -24.68% | +20.26% |
Max Drawdown (1Y)Largest decline over 1 year | — | -12.77% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.73% | — |
Current DrawdownCurrent decline from peak | -2.53% | -1.37% | -1.16% |
Average DrawdownAverage peak-to-trough decline | -1.34% | -9.63% | +8.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.61% | — |
Volatility
LOTI vs. RHTX - Volatility Comparison
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Volatility by Period
| LOTI | RHTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.11% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 12.49% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 5.67% | 15.06% | -9.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.67% | 18.03% | -12.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.67% | 18.03% | -12.36% |
LOTI vs. RHTX - Expense Ratio Comparison
LOTI has a 1.01% expense ratio, which is lower than RHTX's 1.38% expense ratio.
Dividends
LOTI vs. RHTX - Dividend Comparison
LOTI's dividend yield for the trailing twelve months is around 1.34%, while RHTX has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
LOTI Liberty One Tactical Income ETF | 1.34% | 0.45% |
RHTX RH Tactical Outlook ETF | 0.00% | 0.00% |
Frequently Asked Questions
LOTI and RHTX have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LOTI is cheaper at 1.01% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LOTI is cheaper with a 1.01% expense ratio, compared with 1.38% for RHTX.
LOTI has the higher dividend yield at 1.34%, compared with 0.00% for RHTX.
They also come from different issuers: Liberty One and Adaptive. Their fees differ too: 1.01% for LOTI and 1.38% for RHTX.
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