HYUP vs LOTI

Comparison between XTRACKERS HIGH BETA HIGH YIELD BOND ETF (HYUP, ETF) and Liberty One Tactical Income ETF (LOTI, ETF).

HYUP vs LOTI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYUP(ETF)	LOTI(ETF)
Net Assets	$46M	$46M
Expense Ratio	0.20%	1.01%
Max Drawdown	26.54%	4.67%
Sharpe Ratio	0.42	0.40
5Y Beta	0.26	0.07
P/E Ratio	N/A	23.69
Forward P/E	N/A	20.80
PEG Ratio	N/A	0.58
5Y Dividends CAGR	-2.16%	N/A
5Y EPS CAGR	N/A	16.51%
Debt to Equity	N/A	-65.95%
P/S Ratio	N/A	1.57
P/B Ratio	N/A	4.72

Net Assets

HYUP

$46M

LOTI

$46M

Expense Ratio

Winner

HYUP

0.20%

LOTI

1.01%

Max Drawdown

HYUP

26.54%

Winner

LOTI

4.67%

Sharpe Ratio

Winner

HYUP

0.42

LOTI

0.40

5Y Beta

HYUP

0.26

Winner

LOTI

0.07

P/E Ratio

HYUP

N/A

LOTI

23.69

Forward P/E

HYUP

N/A

LOTI

20.80

PEG Ratio

HYUP

N/A

LOTI

0.58

5Y Dividends CAGR

HYUP

-2.16%

LOTI

N/A

5Y EPS CAGR

HYUP

N/A

LOTI

16.51%

Debt to Equity

HYUP

N/A

LOTI

-65.95%

P/S Ratio

HYUP

N/A

LOTI

1.57

P/B Ratio

HYUP

N/A

LOTI

4.72

HYUP vs LOTI - Historical Returns

Returns include dividend reinvestment.

Period	HYUP	LOTI
1 month	+0.10%	+1.65%
3 months	+0.55%	+1.65%
6 months	+1.27%	+3.64%
1 year	+5.39%	+4.87%
5 years(CAGR)	+4.30%	N/A
10 years(CAGR)	+4.98%	N/A
Max(CAGR)	+4.98%	+6.09%

HYUP

+0.10%

Winner

LOTI

+1.65%

HYUP

+0.55%

Winner

LOTI

+1.65%

HYUP

+1.27%

Winner

LOTI

+3.64%

Winner

HYUP

+5.39%

LOTI

+4.87%

5Y(CAGR)

HYUP

+4.30%

LOTI

N/A

10Y(CAGR)

HYUP

+4.98%

LOTI

N/A

Max(CAGR)

HYUP

+4.98%

Winner

LOTI

+6.09%

HYUP vs LOTI - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	HYUP	LOTI
2026	+2.18%	+4.73%
2025	+8.53%	+0.44%
2024	+10.78%	N/A
2023	+14.23%	N/A
2022	-13.30%	N/A
2021	+5.32%	N/A
2020	+5.52%	N/A
2019	+16.54%	N/A
2018	-3.92%	N/A

HYUP vs LOTI Drawdown Comparison

The maximum drawdown for HYUP was -24.79%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

The maximum drawdown for LOTI was -4.42%, occurring on Mar 27, 2026. Recovery took 86 trading sessions.

The current HYUP drawdown is -0.22%. The current LOTI drawdown is -1.47%.

Rank	HYUP	LOTI
#1	-24.79% Feb 20, 2020 - Nov 9, 2020	-4.42% Feb 27, 2026 - Jul 2, 2026
#2	-18.06% Dec 27, 2021 - Mar 4, 2024	-2.36% Nov 26, 2025 - Jan 30, 2026
#3	-7.62% Oct 2, 2018 - Feb 25, 2019	-1.74% Oct 27, 2025 - Nov 25, 2025
#4	-6.03% Feb 28, 2025 - May 29, 2025	-1.47% Jul 7, 2026 - Jul 21, 2026
#5	-3.06% Jan 24, 2018 - Jul 3, 2018	-0.43% Oct 20, 2025 - Oct 27, 2025
#6	-3.05% Feb 20, 2026 - Apr 14, 2026	-0.40% Feb 17, 2026 - Feb 23, 2026
#7	-2.79% Nov 5, 2021 - Dec 23, 2021	-0.30% Oct 14, 2025 - Oct 17, 2025
#8	-2.58% Mar 20, 2024 - May 15, 2024	-0.30% Oct 1, 2025 - Oct 3, 2025
#9	-2.30% Apr 26, 2019 - Jun 18, 2019	-0.25% Oct 8, 2025 - Oct 14, 2025
#10	-2.22% Jul 3, 2019 - Sep 5, 2019	-0.25% Jul 2, 2026 - Jul 7, 2026
#11	-2.02% Sep 16, 2019 - Nov 4, 2019	-0.24% Oct 3, 2025 - Oct 7, 2025
#12	-1.85% Jan 16, 2020 - Feb 12, 2020	-0.21% Feb 24, 2026 - Feb 27, 2026
#13	-1.76% Jul 31, 2024 - Aug 13, 2024	-0.15% Feb 9, 2026 - Feb 11, 2026
#14	-1.76% Dec 6, 2024 - Jan 16, 2025	N/A
#15	-1.68% Sep 29, 2025 - Oct 27, 2025	N/A