PLGI vs. LOTI

Last updated Jul 12, 2026

PLGI (PL Growth and Income ETF) and LOTI (Liberty One Tactical Income ETF) are both Tactical Allocation funds. Both are actively managed. At a 0.23 correlation, their price movements are largely independent. PLGI charges 1.25%/yr vs 1.01%/yr for LOTI.

Performance

PLGI vs. LOTI - Performance Comparison

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

Returns By Period

In the year-to-date period, PLGI achieves a -1.10% return, which is significantly lower than LOTI's 5.19% return.

PLGI

• 1D: 0.61%
• 1M: 0.46%
• 6M: -3.18%
• YTD: -1.10%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

LOTI

• 1D: 0.01%
• 1M: 1.18%
• 6M: 5.54%
• YTD: 5.19%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

PLGI vs. LOTI - Yearly Performance Comparison

	2026 (YTD)	2025
PLGI PL Growth and Income ETF	-1.10%	0.08%
LOTI Liberty One Tactical Income ETF	5.19%	0.70%

Correlation

The correlation between PLGI and LOTI is 0.23, 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 Dec 10, 2025	0.23

Return for Risk

PLGI vs. LOTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PL Growth and Income ETF (PLGI) 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.

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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

PLGI vs. LOTI - Drawdown Comparison

The maximum PLGI drawdown since its inception was -7.26%, which is greater than LOTI's maximum drawdown of -4.42%. Use the drawdown chart below to compare losses from any high point for PLGI and LOTI.

Drawdown Indicators

	PLGI	LOTI	Difference
Max Drawdown Largest peak-to-trough decline	-7.26%	-4.42%	-2.84%
Current Drawdown Current decline from peak	-3.18%	-0.73%	-2.45%
Average Drawdown Average peak-to-trough decline	-2.90%	-1.32%	-1.58%

Volatility

Volatility by Period

	PLGI	LOTI	Difference
Volatility (1Y) Calculated over the trailing 1-year period	12.23%	5.91%	+6.32%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.23%	5.91%	+6.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.23%	5.91%	+6.32%

PLGI vs. LOTI - Expense Ratio Comparison

PLGI has a 1.25% expense ratio, which is higher than LOTI's 1.01% expense ratio.

Dividends

PLGI vs. LOTI - Dividend Comparison

PLGI's dividend yield for the trailing twelve months is around 0.33%, less than LOTI's 1.58% yield.

Position	TTM	2025
LOTI Liberty One Tactical Income ETF	1.58%	0.45%
PLGI PL Growth and Income ETF	0.33%	0.00%

Frequently Asked Questions

Can I hold both PLGI and LOTI in my portfolio?

PLGI and LOTI have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, PLGI or LOTI?

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, PLGI or LOTI?

LOTI is cheaper with a 1.01% expense ratio, compared with 1.25% for PLGI.

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

LOTI has the higher dividend yield at 1.58%, compared with 0.33% for PLGI.

What is the main difference between PLGI and LOTI?

They also come from different issuers: Shalva Asset Management and Liberty One. Their fees differ too: 1.25% for PLGI and 1.01% for LOTI.