MOOD vs. LOTI
MOOD (Relative Sentiment Tactical Allocation ETF) and LOTI (Liberty One Tactical Income ETF) are both Tactical Allocation funds. Both are actively managed. At a 0.25 correlation, their price movements are largely independent. MOOD charges 0.68%/yr vs 1.01%/yr for LOTI.
Performance
MOOD vs. LOTI - Performance Comparison
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Returns By Period
In the year-to-date period, MOOD achieves a 14.72% return, which is significantly higher than LOTI's 2.94% return.
MOOD
- 1D
- 0.29%
- 1M
- 3.07%
- YTD
- 14.72%
- 6M
- 16.94%
- 1Y
- 36.04%
- 3Y*
- 20.75%
- 5Y*
- —
- 10Y*
- —
LOTI
- 1D
- 0.30%
- 1M
- -0.27%
- YTD
- 2.94%
- 6M
- 2.73%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MOOD vs. LOTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MOOD Relative Sentiment Tactical Allocation ETF | 14.72% | 6.29% |
LOTI Liberty One Tactical Income ETF | 2.94% | 0.44% |
Correlation
The correlation between MOOD and LOTI is 0.25, 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 | 0.25 |
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Return for Risk
MOOD vs. LOTI — Risk / Return Rank
MOOD
LOTI
MOOD vs. LOTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Relative Sentiment Tactical Allocation ETF (MOOD) and Liberty One Tactical Income ETF (LOTI). 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.
| MOOD | LOTI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.51 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.73 | — | — |
| Martin ratioReturn relative to average drawdown | 11.57 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MOOD | LOTI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.57 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.36 | 0.90 | +0.46 |
Drawdowns
MOOD vs. LOTI - Drawdown Comparison
The maximum MOOD drawdown since its inception was -14.34%, which is greater than LOTI's maximum drawdown of -4.42%. Use the drawdown chart below to compare losses from any high point for MOOD and LOTI.
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Drawdown Indicators
| MOOD | LOTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.34% | -4.42% | -9.92% |
Max Drawdown (1Y)Largest decline over 1 year | -9.71% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -9.71% | — | — |
Current DrawdownCurrent decline from peak | -0.33% | -2.23% | +1.90% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -1.34% | -0.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | — | — |
Volatility
MOOD vs. LOTI - Volatility Comparison
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Volatility by Period
| MOOD | LOTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.14% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.32% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.11% | 5.67% | +8.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.06% | 5.67% | +6.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.06% | 5.67% | +6.39% |
MOOD vs. LOTI - Expense Ratio Comparison
MOOD has a 0.68% expense ratio, which is lower than LOTI's 1.01% expense ratio.
Dividends
MOOD vs. LOTI - Dividend Comparison
MOOD's dividend yield for the trailing twelve months is around 0.35%, less than LOTI's 1.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
LOTI Liberty One Tactical Income ETF | 1.33% | 0.45% | 0.00% | 0.00% | 0.00% |
MOOD Relative Sentiment Tactical Allocation ETF | 0.35% | 0.40% | 1.33% | 1.34% | 1.43% |
Frequently Asked Questions
MOOD and LOTI have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MOOD is cheaper at 0.68% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MOOD is cheaper with a 0.68% expense ratio, compared with 1.01% for LOTI.
LOTI has the higher dividend yield at 1.33%, compared with 0.35% for MOOD.
They also come from different issuers: Relative Sentiment and Liberty One. Their fees differ too: 0.68% for MOOD and 1.01% for LOTI.
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