PLGI vs. LOTI
PLGI (PL Growth and Income ETF) and LOTI (Liberty One Tactical Income ETF) are both Tactical Allocation funds. Both are actively managed. Their 0.23 correlation means their historical movements had little consistent relationship. PLGI charges 1.25%/yr vs 1.01%/yr for LOTI.
Performance
PLGI vs. LOTI - Performance Comparison
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Returns By Period
In the year-to-date period, PLGI achieves a -0.32% return, which is significantly lower than LOTI's 4.81% return.
PLGI
- 1D
- 0.50%
- 1M
- 2.35%
- 6M
- -0.96%
- YTD
- -0.32%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
LOTI
- 1D
- 0.15%
- 1M
- -0.74%
- 6M
- 2.90%
- YTD
- 4.81%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $150.33K | $113.31K | $132.45K | |
| $33.36K | $34.10K | $157.45K |
PLGI vs. LOTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PLGI PL Growth and Income ETF | -0.32% | 0.08% |
LOTI Liberty One Tactical Income ETF | 4.81% | 0.70% |
Correlation
The correlation between PLGI and LOTI is 0.23, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 10, 2025 | 0.23 |
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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.
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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.
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Drawdown Indicators
| PLGI | LOTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.26% | -4.42% | -2.84% |
Current DrawdownCurrent decline from peak | -2.41% | -1.09% | -1.32% |
Average DrawdownAverage peak-to-trough decline | -2.95% | -1.29% | -1.66% |
Volatility
PLGI vs. LOTI - Volatility Comparison
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Volatility by Period
| PLGI | LOTI | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 12.00% | 5.99% | +6.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.00% | 5.99% | +6.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.00% | 5.99% | +6.01% |
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 1.77% yield.
| Position | TTM | 2025 |
|---|---|---|
LOTI Liberty One Tactical Income ETF | 1.77% | 0.45% |
PLGI PL Growth and Income ETF | 0.33% | 0.00% |
Frequently Asked Questions
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.
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.
LOTI is cheaper with a 1.01% expense ratio, compared with 1.25% for PLGI.
LOTI has the higher dividend yield at 1.77%, compared with 0.33% for PLGI.
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.
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