LOTI vs. WAMA

Last updated Jun 4, 2026

LOTI (Liberty One Tactical Income ETF) and WAMA (WisdomTree U.S. Adaptive Moving Average Fund) are both Tactical Allocation funds. LOTI is actively managed, while WAMA is passively managed. At a 0.21 correlation, their price movements are largely independent. LOTI charges 1.01%/yr vs 0.32%/yr for WAMA.

Performance

LOTI vs. WAMA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Liberty One Tactical Income ETF (LOTI) and WisdomTree U.S. Adaptive Moving Average Fund (WAMA). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

LOTI

• 1D: -0.12%
• 1M: -0.50%
• YTD: 2.63%
• 6M: 1.96%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

WAMA

• 1D: -0.73%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

LOTI vs. WAMA - Yearly Performance Comparison

	2026 (YTD)
LOTI Liberty One Tactical Income ETF	-0.56%
WAMA WisdomTree U.S. Adaptive Moving Average Fund	2.77%

Correlation

The correlation between LOTI and WAMA is 0.21, 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 May 7, 2026	0.21

Return for Risk

LOTI vs. WAMA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Liberty One Tactical Income ETF (LOTI) and WisdomTree U.S. Adaptive Moving Average Fund (WAMA). 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.

Sharpe Ratios by Period

	LOTI	WAMA	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	0.82	4.87	-4.05

Drawdowns

LOTI vs. WAMA - Drawdown Comparison

The maximum LOTI drawdown since its inception was -4.42%, which is greater than WAMA's maximum drawdown of -1.91%. Use the drawdown chart below to compare losses from any high point for LOTI and WAMA.

Drawdown Indicators

	LOTI	WAMA	Difference
Max Drawdown Largest peak-to-trough decline	-4.42%	-1.91%	-2.51%
Current Drawdown Current decline from peak	-2.53%	-0.73%	-1.80%
Average Drawdown Average peak-to-trough decline	-1.34%	-0.39%	-0.95%

Volatility

Volatility by Period

	LOTI	WAMA	Difference
Volatility (1Y) Calculated over the trailing 1-year period	5.67%	9.20%	-3.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.67%	9.20%	-3.53%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.67%	9.20%	-3.53%

LOTI vs. WAMA - Expense Ratio Comparison

LOTI has a 1.01% expense ratio, which is higher than WAMA's 0.32% expense ratio.

Dividends

LOTI vs. WAMA - Dividend Comparison

LOTI's dividend yield for the trailing twelve months is around 1.34%, while WAMA has not paid dividends to shareholders.

Position	TTM	2025
LOTI Liberty One Tactical Income ETF	1.34%	0.45%
WAMA WisdomTree U.S. Adaptive Moving Average Fund	0.00%	0.00%

Frequently Asked Questions

Can I hold both LOTI and WAMA in my portfolio?

LOTI and WAMA have a correlation of 0.21, 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 WAMA?

On fees, WAMA is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, LOTI or WAMA?

WAMA is cheaper with a 0.32% expense ratio, compared with 1.01% for LOTI.

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

LOTI has the higher dividend yield at 1.34%, compared with 0.00% for WAMA.

What is the main difference between LOTI and WAMA?

They also come from different issuers: Liberty One and WisdomTree. Their fees differ too: 1.01% for LOTI and 0.32% for WAMA.