QTAC vs. LOTI

Last updated Jun 3, 2026

QTAC (Q3 All-Season Tactical Advantage ETF) and LOTI (Liberty One Tactical Income ETF) are both Tactical Allocation funds. Both are actively managed. At a 0.09 correlation, their price movements are largely independent. QTAC charges 1.78%/yr vs 1.01%/yr for LOTI.

Performance

QTAC vs. LOTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Q3 All-Season Tactical Advantage ETF (QTAC) 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, QTAC achieves a 3.43% return, which is significantly higher than LOTI's 2.75% return.

QTAC

• 1D: 0.56%
• 1M: 14.60%
• YTD: 3.43%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

LOTI

• 1D: 0.06%
• 1M: -0.72%
• YTD: 2.75%
• 6M: 2.14%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

QTAC vs. LOTI - Yearly Performance Comparison

	2026 (YTD)	2025
QTAC Q3 All-Season Tactical Advantage ETF	3.43%	0.37%
LOTI Liberty One Tactical Income ETF	2.75%	-0.20%

Correlation

The correlation between QTAC and LOTI is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 17, 2025	0.09

Return for Risk

QTAC vs. LOTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Q3 All-Season Tactical Advantage ETF (QTAC) 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.

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

Sharpe Ratios by Period

	QTAC	LOTI	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	0.36	0.86	-0.50

Drawdowns

QTAC vs. LOTI - Drawdown Comparison

The maximum QTAC drawdown since its inception was -16.56%, which is greater than LOTI's maximum drawdown of -4.42%. Use the drawdown chart below to compare losses from any high point for QTAC and LOTI.

Drawdown Indicators

	QTAC	LOTI	Difference
Max Drawdown Largest peak-to-trough decline	-16.56%	-4.42%	-12.14%
Current Drawdown Current decline from peak	-0.32%	-2.41%	+2.09%
Average Drawdown Average peak-to-trough decline	-6.75%	-1.33%	-5.42%

Volatility

Volatility by Period

	QTAC	LOTI	Difference
Volatility (1Y) Calculated over the trailing 1-year period	24.25%	5.69%	+18.56%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.25%	5.69%	+18.56%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.25%	5.69%	+18.56%

QTAC vs. LOTI - Expense Ratio Comparison

QTAC has a 1.78% expense ratio, which is higher than LOTI's 1.01% expense ratio.

Dividends

QTAC vs. LOTI - Dividend Comparison

QTAC's dividend yield for the trailing twelve months is around 0.05%, less than LOTI's 1.33% yield.

Position	TTM	2025
LOTI Liberty One Tactical Income ETF	1.33%	0.45%
QTAC Q3 All-Season Tactical Advantage ETF	0.05%	0.05%

Frequently Asked Questions

Can I hold both QTAC and LOTI in my portfolio?

QTAC and LOTI have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, QTAC 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, QTAC or LOTI?

LOTI is cheaper with a 1.01% expense ratio, compared with 1.78% for QTAC.

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

LOTI has the higher dividend yield at 1.33%, compared with 0.05% for QTAC.

What is the main difference between QTAC and LOTI?

They also come from different issuers: Q3 Asset Management and Liberty One. Their fees differ too: 1.78% for QTAC and 1.01% for LOTI.