WIMA vs. LOTI

Last updated Jun 3, 2026

WIMA (WisdomTree International Adaptive Moving Average Fund) and LOTI (Liberty One Tactical Income ETF) are both Tactical Allocation funds. WIMA is passively managed, while LOTI is actively managed. At a 0.24 correlation, their price movements are largely independent. WIMA charges 0.42%/yr vs 1.01%/yr for LOTI.

Performance

WIMA vs. LOTI - Performance Comparison

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

Returns By Period

WIMA

• 1D: 0.62%
• 1M: —
• YTD: —
• 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)

WIMA vs. LOTI - Yearly Performance Comparison

	2026 (YTD)
WIMA WisdomTree International Adaptive Moving Average Fund	0.65%
LOTI Liberty One Tactical Income ETF	-0.45%

Correlation

The correlation between WIMA and LOTI is 0.24, 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	0.24

Return for Risk

WIMA vs. LOTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Adaptive Moving Average Fund (WIMA) 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

	WIMA	LOTI	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	0.72	0.86	-0.14

Drawdowns

WIMA vs. LOTI - Drawdown Comparison

The maximum WIMA drawdown since its inception was -2.75%, smaller than the maximum LOTI drawdown of -4.42%. Use the drawdown chart below to compare losses from any high point for WIMA and LOTI.

Drawdown Indicators

	WIMA	LOTI	Difference
Max Drawdown Largest peak-to-trough decline	-2.75%	-4.42%	+1.67%
Current Drawdown Current decline from peak	0.00%	-2.41%	+2.41%
Average Drawdown Average peak-to-trough decline	-0.97%	-1.33%	+0.36%

Volatility

Volatility by Period

	WIMA	LOTI	Difference
Volatility (1Y) Calculated over the trailing 1-year period	13.60%	5.69%	+7.91%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.60%	5.69%	+7.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.60%	5.69%	+7.91%

WIMA vs. LOTI - Expense Ratio Comparison

WIMA has a 0.42% expense ratio, which is lower than LOTI's 1.01% expense ratio.

Dividends

WIMA vs. LOTI - Dividend Comparison

WIMA has not paid dividends to shareholders, while LOTI's dividend yield for the trailing twelve months is around 1.33%.

Position	TTM	2025
LOTI Liberty One Tactical Income ETF	1.33%	0.45%
WIMA WisdomTree International Adaptive Moving Average Fund	0.00%	0.00%

Frequently Asked Questions

Can I hold both WIMA and LOTI in my portfolio?

WIMA and LOTI have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, WIMA or LOTI?

On fees, WIMA is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, WIMA or LOTI?

WIMA is cheaper with a 0.42% expense ratio, compared with 1.01% for LOTI.

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

LOTI has the higher dividend yield at 1.33%, compared with 0.00% for WIMA.

What is the main difference between WIMA and LOTI?

They also come from different issuers: WisdomTree and Liberty One. Their fees differ too: 0.42% for WIMA and 1.01% for LOTI.