LOTI vs. TACK
LOTI (Liberty One Tactical Income ETF) and TACK (Fairlead Tactical Sector Fund) are both Tactical Allocation funds. Both are actively managed. At a 0.45 correlation, their price movements are largely independent. LOTI charges 1.01%/yr vs 0.76%/yr for TACK.
Performance
LOTI vs. TACK - 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 TACK's 4.86% return.
LOTI
- 1D
- -0.12%
- 1M
- -0.50%
- YTD
- 2.63%
- 6M
- 1.96%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TACK
- 1D
- 0.13%
- 1M
- 1.95%
- YTD
- 4.86%
- 6M
- 5.12%
- 1Y
- 13.26%
- 3Y*
- 11.07%
- 5Y*
- —
- 10Y*
- —
LOTI vs. TACK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LOTI Liberty One Tactical Income ETF | 2.63% | 0.44% |
TACK Fairlead Tactical Sector Fund | 4.86% | 0.15% |
Correlation
The correlation between LOTI and TACK is 0.45, 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 | 0.45 |
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Return for Risk
LOTI vs. TACK — Risk / Return Rank
LOTI
TACK
LOTI vs. TACK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty One Tactical Income ETF (LOTI) and Fairlead Tactical Sector Fund (TACK). 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 | TACK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.61 | +0.21 |
Drawdowns
LOTI vs. TACK - Drawdown Comparison
The maximum LOTI drawdown since its inception was -4.42%, smaller than the maximum TACK drawdown of -14.49%. Use the drawdown chart below to compare losses from any high point for LOTI and TACK.
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Drawdown Indicators
| LOTI | TACK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.42% | -14.49% | +10.07% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.85% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.49% | — |
Current DrawdownCurrent decline from peak | -2.53% | -1.21% | -1.32% |
Average DrawdownAverage peak-to-trough decline | -1.34% | -4.23% | +2.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.86% | — |
Volatility
LOTI vs. TACK - Volatility Comparison
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Volatility by Period
| LOTI | TACK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.43% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.06% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 5.67% | 9.46% | -3.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.67% | 11.23% | -5.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.67% | 11.23% | -5.56% |
LOTI vs. TACK - Expense Ratio Comparison
LOTI has a 1.01% expense ratio, which is higher than TACK's 0.76% expense ratio.
Dividends
LOTI vs. TACK - Dividend Comparison
LOTI's dividend yield for the trailing twelve months is around 1.34%, more than TACK's 1.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
LOTI Liberty One Tactical Income ETF | 1.34% | 0.45% | 0.00% | 0.00% | 0.00% |
TACK Fairlead Tactical Sector Fund | 1.21% | 1.18% | 1.26% | 1.29% | 0.89% |
Frequently Asked Questions
LOTI and TACK have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TACK is cheaper at 0.76% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TACK is cheaper with a 0.76% expense ratio, compared with 1.01% for LOTI.
LOTI has the higher dividend yield at 1.34%, compared with 1.21% for TACK.
They also come from different issuers: Liberty One and Fairlead. Their fees differ too: 1.01% for LOTI and 0.76% for TACK.
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