LOTI vs. RHTX

Last updated Jul 17, 2026

LOTI (Liberty One Tactical Income ETF) and RHTX (RH Tactical Outlook ETF) are both Tactical Allocation funds. Both are actively managed. At a 0.18 correlation, their price movements are largely independent. LOTI charges 1.01%/yr vs 1.38%/yr for RHTX.

Performance

LOTI vs. RHTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Liberty One Tactical Income ETF (LOTI) and RH Tactical Outlook ETF (RHTX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with LOTI having a 5.26% return and RHTX slightly lower at 5.23%.

LOTI

• 1D: 0.74%
• 1M: 1.02%
• 6M: 4.76%
• YTD: 5.26%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

RHTX

• 1D: -0.61%
• 1M: -2.66%
• 6M: -0.53%
• YTD: 5.23%
• 1Y: 15.84%
• 3Y*: 12.68%
• 5Y*: —
• 10Y*: —

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

LOTI vs. RHTX - Yearly Performance Comparison

	2026 (YTD)	2025
LOTI Liberty One Tactical Income ETF	5.26%	1.06%
RHTX RH Tactical Outlook ETF	5.23%	4.10%

Correlation

The correlation between LOTI and RHTX is 0.18, 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 Sep 30, 2025	0.18

Return for Risk

LOTI vs. RHTX — 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.

RHTX

RHTX Risk / Return Rank: 32
RHTX Sharpe Ratio Rank: 34
RHTX Sortino Ratio Rank: 30
RHTX Omega Ratio Rank: 33
RHTX Calmar Ratio Rank: 30
RHTX Martin Ratio Rank: 34

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. 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.

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	RHTX	Difference
Sharpe ratio: Return per unit of total volatility	—	1.01	—
Sortino ratio: Return per unit of downside risk	—	1.38	—
Omega ratio: Gain probability vs. loss probability	—	1.19	—
Calmar ratio: Return relative to maximum drawdown	—	1.25	—
Martin ratio: Return relative to average drawdown	—	4.15	—

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.

Drawdown Indicators

	LOTI	RHTX	Difference
Max Drawdown Largest 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 Drawdown Current decline from peak	-0.67%	-4.44%	+3.77%
Average Drawdown Average peak-to-trough decline	-1.31%	-9.47%	+8.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.83%	—

Volatility

Volatility by Period

	LOTI	RHTX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.47%	—
Volatility (6M) Calculated over the trailing 6-month period	—	13.05%	—
Volatility (1Y) Calculated over the trailing 1-year period	5.94%	15.73%	-9.79%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.94%	17.98%	-12.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.94%	17.98%	-12.04%

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 1.58%, while RHTX has not paid dividends to shareholders.

Position	TTM	2025
LOTI Liberty One Tactical Income ETF	1.58%	0.45%
RHTX RH Tactical Outlook ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both LOTI and RHTX in my portfolio?

LOTI and RHTX have a correlation of 0.18, 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 RHTX?

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.

Which ETF is cheaper, LOTI or RHTX?

LOTI is cheaper with a 1.01% expense ratio, compared with 1.38% for RHTX.

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

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

What is the main difference between LOTI and RHTX?

They also come from different issuers: Liberty One and Adaptive. Their fees differ too: 1.01% for LOTI and 1.38% for RHTX.