WAMA vs. LOTI

Last updated Jun 4, 2026

WAMA (WisdomTree U.S. Adaptive Moving Average Fund) and LOTI (Liberty One Tactical Income ETF) are both Tactical Allocation funds. WAMA is passively managed, while LOTI is actively managed. At a 0.21 correlation, their price movements are largely independent. WAMA charges 0.32%/yr vs 1.01%/yr for LOTI.

Performance

WAMA vs. LOTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. Adaptive Moving Average Fund (WAMA) and Liberty One Tactical Income ETF (LOTI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

WAMA

• 1D: -0.73%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

LOTI

• 1D: -0.12%
• 1M: -0.50%
• YTD: 2.63%
• 6M: 1.96%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

WAMA vs. LOTI - Yearly Performance Comparison

	2026 (YTD)
WAMA WisdomTree U.S. Adaptive Moving Average Fund	2.77%
LOTI Liberty One Tactical Income ETF	-0.56%

Correlation

The correlation between WAMA and LOTI is 0.21, 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 May 7, 2026	0.21

Return for Risk

WAMA vs. LOTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Adaptive Moving Average Fund (WAMA) 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

	WAMA	LOTI	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	4.87	0.82	+4.05

Drawdowns

WAMA vs. LOTI - Drawdown Comparison

The maximum WAMA drawdown since its inception was -1.91%, smaller than the maximum LOTI drawdown of -4.42%. Use the drawdown chart below to compare losses from any high point for WAMA and LOTI.

Drawdown Indicators

	WAMA	LOTI	Difference
Max Drawdown Largest peak-to-trough decline	-1.91%	-4.42%	+2.51%
Current Drawdown Current decline from peak	-0.73%	-2.53%	+1.80%
Average Drawdown Average peak-to-trough decline	-0.39%	-1.34%	+0.95%

Volatility

Volatility by Period

	WAMA	LOTI	Difference
Volatility (1Y) Calculated over the trailing 1-year period	9.20%	5.67%	+3.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.20%	5.67%	+3.53%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	9.20%	5.67%	+3.53%

WAMA vs. LOTI - Expense Ratio Comparison

WAMA has a 0.32% expense ratio, which is lower than LOTI's 1.01% expense ratio.

Dividends

WAMA vs. LOTI - Dividend Comparison

WAMA has not paid dividends to shareholders, while LOTI's dividend yield for the trailing twelve months is around 1.34%.

Position	TTM	2025
LOTI Liberty One Tactical Income ETF	1.34%	0.45%
WAMA WisdomTree U.S. Adaptive Moving Average Fund	0.00%	0.00%

Frequently Asked Questions

Can I hold both WAMA and LOTI in my portfolio?

WAMA and LOTI have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, WAMA or LOTI?

On fees, WAMA is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, WAMA or LOTI?

WAMA is cheaper with a 0.32% expense ratio, compared with 1.01% for LOTI.

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

LOTI has the higher dividend yield at 1.34%, compared with 0.00% for WAMA.

What is the main difference between WAMA and LOTI?

They also come from different issuers: WisdomTree and Liberty One. Their fees differ too: 0.32% for WAMA and 1.01% for LOTI.