BBC vs LOTI

Comparison between VIRTUS BIOTECH CLINICAL TRIALS ETF (BBC, ETF) and Liberty One Tactical Income ETF (LOTI, ETF).

BBC vs LOTI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBC(ETF)	LOTI(ETF)
Net Assets	$45M	$44M
Expense Ratio	0.65%	1.01%
Max Drawdown	77.16%	4.67%
Sharpe Ratio	2.23	0.47
5Y Beta	1.21	0.10
P/E Ratio	-6.73	23.41
Forward P/E	N/A	20.56
PEG Ratio	N/A	0.55
5Y EPS CAGR	4.75%	16.29%
Debt to Equity	11.20%	-73.30%
P/S Ratio	13.71	1.55
P/B Ratio	3.64	4.52

Net Assets

Winner

BBC

$45M

LOTI

$44M

Expense Ratio

Winner

BBC

0.65%

LOTI

1.01%

Max Drawdown

BBC

77.16%

Winner

LOTI

4.67%

Sharpe Ratio

Winner

BBC

2.23

LOTI

0.47

5Y Beta

BBC

1.21

Winner

LOTI

0.10

P/E Ratio

Winner

BBC

-6.73

LOTI

23.41

Forward P/E

BBC

N/A

LOTI

20.56

PEG Ratio

BBC

N/A

LOTI

0.55

5Y EPS CAGR

BBC

4.75%

Winner

LOTI

16.29%

Debt to Equity

BBC

11.20%

Winner

LOTI

-73.30%

P/S Ratio

BBC

13.71

Winner

LOTI

1.55

P/B Ratio

Winner

BBC

3.64

LOTI

4.52

BBC vs LOTI - Holdings Comparison

BBC and LOTI have 0 common holdings. Overlap is 0.00%

BBC's top 25 holdings weight is 34.15%. LOTI's top 25 holdings weight is 85.03%.

Rank	BBC	LOTI
#1	ERASCA INC (ERAS) - 2.42%	JPMORGAN INCOME ETF (JPIE) - 7.68%
#2	ENLIVEN THERAPEUTICS INC (ELVN) - 1.91%	EATON VANCE SHORT DURATION INCOME ETF (EVSD) - 6.73%
#3	SPYRE THERAPEUTICS INC (SYRE) - 1.66%	TCW FLEXIBLE INCOME ETF (FLXR) - 6.68%
#4	TANGO THERAPEUTICS INC (TNGX) - 1.63%	PIMCO MULTISECTOR BOND ACTIVE ETF (PYLD) - 6.65%
#5	DIANTHUS THERAPEUTICS INC (DNTH) - 1.56%	VANGUARD MORTGAGE-BACKED SECS ETF (VMBS) - 5.78%
#6	REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.49%	ISHARES CORE US AGGREGATE BOND ETF (AGG) - 5.71%
#7	ORUKA THERAPEUTICS INC (ORKA) - 1.49%	VANGUARD LONG-TERM CORPORATE BD ETF (VCLT) - 4.61%
#8	ALUMIS INC (ALMS) - 1.48%	HARTFORD STRATEGIC INCOME ETF (HFSI) - 2.88%
#9	REZOLUTE INC (RZLT) - 1.39%	ELI LILLY AND CO (LLY) - 2.76%
#10	n/a (DFTX) - 1.38%	CARDINAL HEALTH INC (CAH) - 2.55%
#11	COMPASS PATHWAYS PLC ADR (CMPS) - 1.38%	BROADCOM INC (AVGO) - 2.49%
#12	LIQUIDIA CORP ORDINARY SHARES (LQDA) - 1.37%	JOHNSON & JOHNSON (JNJ) - 2.49%
#13	GH RESEARCH PLC (GHRS) - 1.35%	COCA-COLA CO (KO) - 2.40%
#14	RELAY THERAPEUTICS INC ORDINARY SHARES (RLAY) - 1.34%	ALPHABET INC CLASS C (GOOG) - 2.35%
#15	CORVUS PHARMACEUTICALS INC (CRVS) - 1.16%	ENTERGY CORP (ETR) - 2.34%
#16	TECTONIC THERAPEUTIC INC (TECX) - 1.15%	CHUBB LTD (CB) - 2.29%
#17	KODIAK SCIENCES INC (KOD) - 1.15%	GILEAD SCIENCES INC (GILD) - 2.28%
#18	CG ONCOLOGY INC (CGON) - 1.15%	UNITEDHEALTH GROUP INC (UNH) - 2.23%
#19	CENTESSA PHARMACEUTICALS PLC ADR (CNTA) - 1.14%	ALLIANT ENERGY CORP (LNT) - 2.13%
#20	TYRA BIOSCIENCES INC (TYRA) - 1.13%	AGREE REALTY CORP (ADC) - 2.08%
#21	ABCELLERA BIOLOGICS INC ORDINARY SHARES (ABCL) - 1.11%	THE KROGER CO (KR) - 2.02%
#22	JADE BIOSCIENCES INC (JBIO) - 1.10%	W.W. GRAINGER INC (GWW) - 2.01%
#23	EDGEWISE THERAPEUTICS INC (EWTX) - 1.08%	DUKE ENERGY CORP (DUK) - 1.97%
#24	ALLOGENE THERAPEUTICS INC (ALLO) - 1.07%	SOUTHERN CO (SO) - 1.96%
#25	INTELLIA THERAPEUTICS INC (NTLA) - 1.06%	WASTE MANAGEMENT INC (WM) - 1.96%
Total Holdings	123	34

BBC vs LOTI - Historical Returns

Returns include dividend reinvestment.

Period	BBC	LOTI
1 month	-3.39%	+1.15%
3 months	+3.94%	+0.55%
6 months	+9.47%	+3.88%
1 year	+116.60%	N/A
5 years(CAGR)	-2.80%	N/A
10 years(CAGR)	+8.79%	N/A
Max(CAGR)	+4.75%	+6.40%

BBC

-3.39%

Winner

LOTI

+1.15%

Winner

BBC

+3.94%

LOTI

+0.55%

Winner

BBC

+9.47%

LOTI

+3.88%

BBC

+116.60%

LOTI

N/A

5Y(CAGR)

BBC

-2.80%

LOTI

N/A

10Y(CAGR)

BBC

+8.79%

LOTI

N/A

Max(CAGR)

BBC

+4.75%

Winner

LOTI

+6.40%

BBC vs LOTI - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	BBC	LOTI
2026	+14.35%	+4.28%
2025	+61.24%	+0.44%
2024	-1.80%	N/A
2023	-0.08%	N/A
2022	-37.30%	N/A
2021	-22.69%	N/A
2020	+32.55%	N/A
2019	+58.55%	N/A
2018	-20.74%	N/A
2017	+56.63%	N/A
2016	-33.53%	N/A
2015	+2.81%	N/A
2014	+3.90%	N/A

BBC vs LOTI Drawdown Comparison

The maximum drawdown for BBC was -76.85%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The maximum drawdown for LOTI was -4.42%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current BBC drawdown is -28.41%. The current LOTI drawdown is -1.26%.

Rank	BBC	LOTI
#1	-76.85% Feb 8, 2021 - Apr 8, 2025	-4.42% Feb 27, 2026 - Mar 27, 2026
#2	-58.50% Jul 17, 2015 - Dec 23, 2019	-2.36% Nov 26, 2025 - Jan 30, 2026
#3	-40.47% Dec 24, 2019 - May 11, 2020	-1.74% Oct 27, 2025 - Nov 25, 2025
#4	-16.61% Jun 23, 2020 - Nov 27, 2020	-0.43% Oct 20, 2025 - Oct 27, 2025
#5	-15.83% Mar 19, 2015 - May 29, 2015	-0.40% Feb 17, 2026 - Feb 23, 2026
#6	-8.39% May 22, 2020 - Jun 19, 2020	-0.30% Oct 14, 2025 - Oct 17, 2025
#7	-8.23% Dec 23, 2020 - Jan 14, 2021	-0.30% Oct 1, 2025 - Oct 3, 2025
#8	-8.03% Jan 27, 2015 - Feb 18, 2015	-0.25% Oct 8, 2025 - Oct 14, 2025
#9	-7.85% Jun 23, 2015 - Jul 13, 2015	-0.24% Oct 3, 2025 - Oct 7, 2025
#10	-6.59% Dec 19, 2014 - Jan 2, 2015	-0.21% Feb 24, 2026 - Feb 27, 2026
#11	-5.64% May 11, 2020 - May 18, 2020	-0.15% Feb 9, 2026 - Feb 11, 2026
#12	-5.48% Jan 19, 2021 - Feb 2, 2021	N/A
#13	-5.30% Jan 14, 2015 - Jan 27, 2015	N/A
#14	-3.64% Jun 5, 2015 - Jun 22, 2015	N/A
#15	-3.01% Jan 5, 2015 - Jan 8, 2015	N/A