THMR vs. LOTI

Last updated Aug 5, 2026

THMR (THOR AdaptiveRisk Dynamic ETF) and LOTI (Liberty One Tactical Income ETF) are both Tactical Allocation funds. Both are actively managed. Their -0.14 correlation means they have often moved in opposite directions in the past. THMR charges 1.10%/yr vs 1.01%/yr for LOTI.

Performance

THMR vs. LOTI - Performance Comparison

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

Returns By Period

THMR

• 1D: 0.45%
• 1M: 0.81%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

LOTI

• 1D: 0.30%
• 1M: -0.29%
• 6M: 3.07%
• YTD: 5.29%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
LOTI Liberty One Tactical Income ETF	$127.65K	$106.81K	$129.35K
THMR THOR AdaptiveRisk Dynamic ETF	$328.06K	$439.52K	$764.05K

THMR vs. LOTI - Yearly Performance Comparison

	2026 (YTD)
THMR THOR AdaptiveRisk Dynamic ETF	0.41%
LOTI Liberty One Tactical Income ETF	1.92%

Correlation

The correlation between THMR and LOTI is -0.14, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

	Correlation
Correlation (All Time) Calculated using the full available price history since Apr 9, 2026	-0.14

Return for Risk

THMR vs. LOTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for THOR AdaptiveRisk Dynamic ETF (THMR) 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

THMR vs. LOTI - Drawdown Comparison

The maximum THMR drawdown since its inception was -9.93%, which is greater than LOTI's maximum drawdown of -4.42%. Use the drawdown chart below to compare losses from any high point for THMR and LOTI.

Drawdown Indicators

	THMR	LOTI	Difference
Max Drawdown Largest peak-to-trough decline	-9.93%	-4.42%	-5.51%
Current Drawdown Current decline from peak	-7.05%	-0.64%	-6.41%
Average Drawdown Average peak-to-trough decline	-3.56%	-1.29%	-2.27%

Volatility

Volatility by Period

	THMR	LOTI	Difference
Volatility (1Y) Calculated over the trailing 1-year period	14.96%	5.97%	+8.99%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.96%	5.97%	+8.99%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.96%	5.97%	+8.99%

THMR vs. LOTI - Expense Ratio Comparison

THMR has a 1.10% expense ratio, which is higher than LOTI's 1.01% expense ratio.

Dividends

THMR vs. LOTI - Dividend Comparison

THMR has not paid dividends to shareholders, while LOTI's dividend yield for the trailing twelve months is around 1.76%.

Position	TTM	2025
LOTI Liberty One Tactical Income ETF	1.76%	0.45%
THMR THOR AdaptiveRisk Dynamic ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both THMR and LOTI in my portfolio?

THMR and LOTI have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, THMR 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, THMR or LOTI?

LOTI is cheaper with a 1.01% expense ratio, compared with 1.10% for THMR.

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

LOTI has the higher dividend yield at 1.76%, compared with 0.00% for THMR.

What is the main difference between THMR and LOTI?

They also come from different issuers: THOR and Liberty One. Their fees differ too: 1.10% for THMR and 1.01% for LOTI.