ALTY vs LOTI
Comparison between GLOBAL X ALTERNATIVE INCOME ETF (ALTY, ETF) and Liberty One Tactical Income ETF (LOTI, ETF).
ALTY vs LOTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ALTY
$44M
Winner
LOTI
$44M
Expense Ratio
Winner
ALTY
0.50%
LOTI
1.01%
Max Drawdown
ALTY
60.08%
Winner
LOTI
4.67%
Sharpe Ratio
Winner
ALTY
1.77
LOTI
0.32
5Y Beta
ALTY
0.40
Winner
LOTI
0.11
P/E Ratio
ALTY
N/A
LOTI
23.41
Forward P/E
ALTY
N/A
LOTI
20.80
PEG Ratio
ALTY
N/A
LOTI
0.55
5Y Dividends CAGR
ALTY
-1.10%
LOTI
N/A
5Y EPS CAGR
ALTY
N/A
LOTI
16.29%
Debt to Equity
ALTY
N/A
LOTI
-73.30%
P/S Ratio
ALTY
N/A
LOTI
1.55
P/B Ratio
ALTY
N/A
LOTI
4.52
ALTY vs LOTI - Holdings Comparison
ALTY and LOTI have 0 common holdings. Overlap is 0.00%
ALTY's top 25 holdings weight is 99.82%. LOTI's top 25 holdings weight is 85.03%.
| Rank | ALTY | LOTI |
|---|---|---|
| #1 | GLOBAL X EMERGING MARKETS BOND ETF (EMBD) - 20.36% | JPMORGAN INCOME ETF (JPIE) - 7.68% |
| #2 | GLOBAL X SUPERDIVIDEND® REIT ETF (SRET) - 19.12% | EATON VANCE SHORT DURATION INCOME ETF (EVSD) - 6.73% |
| #3 | GLOBAL X NASDAQ 100 COVERED CALL ETF (QYLD) - 18.85% | TCW FLEXIBLE INCOME ETF (FLXR) - 6.68% |
| #4 | GLOBAL X US PREFERRED ETF (PFFD) - 18.81% | PIMCO MULTISECTOR BOND ACTIVE ETF (PYLD) - 6.65% |
| #5 | WILLIAMS COMPANIES INC (WMB) - 1.72% | VANGUARD MORTGAGE-BACKED SECS ETF (VMBS) - 5.78% |
| #6 | KINDER MORGAN INC CLASS P (KMI) - 1.63% | ISHARES CORE US AGGREGATE BOND ETF (AGG) - 5.71% |
| #7 | MPLX LP PARTNERSHIP UNITS (MPLX) - 1.53% | VANGUARD LONG-TERM CORPORATE BD ETF (VCLT) - 4.61% |
| #8 | SPIRE INC (SR) - 1.51% | HARTFORD STRATEGIC INCOME ETF (HFSI) - 2.88% |
| #9 | ANTERO MIDSTREAM CORP (AM) - 1.49% | ELI LILLY AND CO (LLY) - 2.76% |
| #10 | SUNOCO LP (SUN) - 1.46% | CARDINAL HEALTH INC (CAH) - 2.55% |
| #11 | OGE ENERGY CORP (OGE) - 1.46% | BROADCOM INC (AVGO) - 2.49% |
| #12 | EVERGY INC (EVRG) - 1.45% | JOHNSON & JOHNSON (JNJ) - 2.49% |
| #13 | HESS MIDSTREAM LP CLASS A (HESM) - 1.41% | COCA-COLA CO (KO) - 2.40% |
| #14 | NORTHWESTERN ENERGY GROUP INC (NWE) - 1.37% | ALPHABET INC CLASS C (GOOG) - 2.35% |
| #15 | ENERGY TRANSFER LP (ET) - 1.37% | ENTERGY CORP (ETR) - 2.34% |
| #16 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 1.37% | CHUBB LTD (CB) - 2.29% |
| #17 | ALLETE INC (ALE) - 1.33% | GILEAD SCIENCES INC (GILD) - 2.28% |
| #18 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 1.32% | UNITEDHEALTH GROUP INC (UNH) - 2.23% |
| #19 | BLACK STONE MINERALS LP PARTNERSHIP UNITS (BSM) - 1.26% | ALLIANT ENERGY CORP (LNT) - 2.13% |
| #20 | KIMBELL ROYALTY PARTNERS LP (KRP) - 1.00% | AGREE REALTY CORP (ADC) - 2.08% |
| #21 | N/A | THE KROGER CO (KR) - 2.02% |
| #22 | N/A | W.W. GRAINGER INC (GWW) - 2.01% |
| #23 | N/A | DUKE ENERGY CORP (DUK) - 1.97% |
| #24 | N/A | SOUTHERN CO (SO) - 1.96% |
| #25 | N/A | WASTE MANAGEMENT INC (WM) - 1.96% |
| Total Holdings | 20 | 34 |
ALTY vs LOTI - Historical Returns
Returns include dividend reinvestment.
1M
ALTY
+0.06%
Winner
LOTI
+0.28%
3M
Winner
ALTY
+1.98%
LOTI
-0.03%
6M
Winner
ALTY
+6.45%
LOTI
+2.95%
1Y
ALTY
+15.11%
LOTI
N/A
5Y(CAGR)
ALTY
+5.48%
LOTI
N/A
10Y(CAGR)
ALTY
+6.23%
LOTI
N/A
Max(CAGR)
Winner
ALTY
+6.13%
LOTI
+5.50%
ALTY vs LOTI - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | ALTY | LOTI |
|---|---|---|
| 2026 | +5.29% | +3.74% |
| 2025 | +10.21% | +0.44% |
| 2024 | +11.18% | N/A |
| 2023 | +10.01% | N/A |
| 2022 | -12.05% | N/A |
| 2021 | +24.58% | N/A |
| 2020 | -12.87% | N/A |
| 2019 | +20.36% | N/A |
| 2018 | -6.00% | N/A |
| 2017 | +10.29% | N/A |
| 2016 | +17.89% | N/A |
| 2015 | -4.66% | N/A |
ALTY vs LOTI Drawdown Comparison
The maximum drawdown for ALTY was -51.47%, occurring on Mar 18, 2020. Recovery took 306 trading sessions.
The maximum drawdown for LOTI was -4.42%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current ALTY drawdown is -0.85%. The current LOTI drawdown is -1.77%.
| Rank | ALTY | LOTI |
|---|---|---|
| #1 | -51.47% Feb 20, 2020 - May 7, 2021 | -4.42% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -30.47% Jul 15, 2015 - Apr 25, 2017 | -2.36% Nov 26, 2025 - Jan 30, 2026 |
| #3 | -18.48% Jan 4, 2022 - May 15, 2024 | -1.74% Oct 27, 2025 - Nov 25, 2025 |
| #4 | -14.18% Aug 29, 2018 - Feb 22, 2019 | -0.43% Oct 20, 2025 - Oct 27, 2025 |
| #5 | -10.07% Feb 20, 2025 - Jul 25, 2025 | -0.40% Feb 17, 2026 - Feb 23, 2026 |
| #6 | -7.30% Jan 26, 2018 - Jul 6, 2018 | -0.30% Oct 14, 2025 - Oct 17, 2025 |
| #7 | -4.34% Mar 2, 2026 - Apr 24, 2026 | -0.30% Oct 1, 2025 - Oct 3, 2025 |
| #8 | -4.23% Jun 14, 2021 - Aug 12, 2021 | -0.25% Oct 8, 2025 - Oct 14, 2025 |
| #9 | -4.06% Sep 2, 2021 - Jan 4, 2022 | -0.24% Oct 3, 2025 - Oct 7, 2025 |
| #10 | -3.92% May 10, 2021 - Jun 1, 2021 | -0.21% Feb 24, 2026 - Feb 27, 2026 |
| #11 | -3.91% Aug 1, 2019 - Sep 18, 2019 | -0.15% Feb 9, 2026 - Feb 11, 2026 |
| #12 | -3.58% Jul 17, 2024 - Aug 19, 2024 | N/A |
| #13 | -3.54% Nov 29, 2024 - Jan 21, 2025 | N/A |
| #14 | -3.53% May 6, 2019 - Jun 20, 2019 | N/A |
| #15 | -2.41% Apr 27, 2017 - Jul 14, 2017 | N/A |
Correlation
Correlation between ALTY and LOTI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2015 - 2026)
ALTY vs LOTI dividend yield comparison.
| Year | ALTY | LOTI |
|---|---|---|
| 2026 | 3.21% | 0.89% |
| 2025 | 7.50% | 0.45% |
| 2024 | 7.88% | 0.00% |
| 2023 | 7.31% | 0.00% |
| 2022 | 7.66% | 0.00% |
| 2021 | 6.88% | 0.00% |
| 2020 | 9.20% | 0.00% |
| 2019 | 8.74% | 0.00% |
| 2018 | 8.49% | 0.00% |
| 2017 | 7.52% | 0.00% |
| 2016 | 8.20% | 0.00% |
| 2015 | 4.21% | 0.00% |
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