LOTI vs ALTY
Comparison between Liberty One Tactical Income ETF (LOTI, ETF) and GLOBAL X ALTERNATIVE INCOME ETF (ALTY, ETF).
LOTI vs ALTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LOTI
$44M
ALTY
$44M
Expense Ratio
LOTI
1.01%
Winner
ALTY
0.50%
Max Drawdown
Winner
LOTI
4.67%
ALTY
60.08%
Sharpe Ratio
LOTI
0.47
Winner
ALTY
1.86
5Y Beta
Winner
LOTI
0.10
ALTY
0.41
P/E Ratio
LOTI
23.41
ALTY
N/A
Forward P/E
LOTI
20.56
ALTY
N/A
PEG Ratio
LOTI
0.55
ALTY
N/A
5Y Dividends CAGR
LOTI
N/A
ALTY
-1.10%
5Y EPS CAGR
LOTI
16.29%
ALTY
N/A
Debt to Equity
LOTI
-73.30%
ALTY
N/A
P/S Ratio
LOTI
1.55
ALTY
N/A
P/B Ratio
LOTI
4.52
ALTY
N/A
LOTI vs ALTY - Holdings Comparison
LOTI and ALTY have 0 common holdings. Overlap is 0.00%
LOTI's top 25 holdings weight is 85.03%. ALTY's top 25 holdings weight is 99.82%.
| Rank | LOTI | ALTY |
|---|---|---|
| #1 | JPMORGAN INCOME ETF (JPIE) - 7.68% | GLOBAL X EMERGING MARKETS BOND ETF (EMBD) - 20.36% |
| #2 | EATON VANCE SHORT DURATION INCOME ETF (EVSD) - 6.73% | GLOBAL X SUPERDIVIDEND® REIT ETF (SRET) - 19.12% |
| #3 | TCW FLEXIBLE INCOME ETF (FLXR) - 6.68% | GLOBAL X NASDAQ 100 COVERED CALL ETF (QYLD) - 18.85% |
| #4 | PIMCO MULTISECTOR BOND ACTIVE ETF (PYLD) - 6.65% | GLOBAL X US PREFERRED ETF (PFFD) - 18.81% |
| #5 | VANGUARD MORTGAGE-BACKED SECS ETF (VMBS) - 5.78% | WILLIAMS COMPANIES INC (WMB) - 1.72% |
| #6 | ISHARES CORE US AGGREGATE BOND ETF (AGG) - 5.71% | KINDER MORGAN INC CLASS P (KMI) - 1.63% |
| #7 | VANGUARD LONG-TERM CORPORATE BD ETF (VCLT) - 4.61% | MPLX LP PARTNERSHIP UNITS (MPLX) - 1.53% |
| #8 | HARTFORD STRATEGIC INCOME ETF (HFSI) - 2.88% | SPIRE INC (SR) - 1.51% |
| #9 | ELI LILLY AND CO (LLY) - 2.76% | ANTERO MIDSTREAM CORP (AM) - 1.49% |
| #10 | CARDINAL HEALTH INC (CAH) - 2.55% | SUNOCO LP (SUN) - 1.46% |
| #11 | BROADCOM INC (AVGO) - 2.49% | OGE ENERGY CORP (OGE) - 1.46% |
| #12 | JOHNSON & JOHNSON (JNJ) - 2.49% | EVERGY INC (EVRG) - 1.45% |
| #13 | COCA-COLA CO (KO) - 2.40% | HESS MIDSTREAM LP CLASS A (HESM) - 1.41% |
| #14 | ALPHABET INC CLASS C (GOOG) - 2.35% | NORTHWESTERN ENERGY GROUP INC (NWE) - 1.37% |
| #15 | ENTERGY CORP (ETR) - 2.34% | ENERGY TRANSFER LP (ET) - 1.37% |
| #16 | CHUBB LTD (CB) - 2.29% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 1.37% |
| #17 | GILEAD SCIENCES INC (GILD) - 2.28% | ALLETE INC (ALE) - 1.33% |
| #18 | UNITEDHEALTH GROUP INC (UNH) - 2.23% | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 1.32% |
| #19 | ALLIANT ENERGY CORP (LNT) - 2.13% | BLACK STONE MINERALS LP PARTNERSHIP UNITS (BSM) - 1.26% |
| #20 | AGREE REALTY CORP (ADC) - 2.08% | KIMBELL ROYALTY PARTNERS LP (KRP) - 1.00% |
| #21 | THE KROGER CO (KR) - 2.02% | N/A |
| #22 | W.W. GRAINGER INC (GWW) - 2.01% | N/A |
| #23 | DUKE ENERGY CORP (DUK) - 1.97% | N/A |
| #24 | SOUTHERN CO (SO) - 1.96% | N/A |
| #25 | WASTE MANAGEMENT INC (WM) - 1.96% | N/A |
| Total Holdings | 34 | 20 |
LOTI vs ALTY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LOTI
+1.15%
ALTY
+0.28%
3M
LOTI
+0.55%
Winner
ALTY
+3.29%
6M
LOTI
+3.88%
Winner
ALTY
+7.28%
1Y
LOTI
N/A
ALTY
+15.40%
5Y(CAGR)
LOTI
N/A
ALTY
+5.28%
10Y(CAGR)
LOTI
N/A
ALTY
+6.22%
Max(CAGR)
Winner
LOTI
+6.40%
ALTY
+6.22%
LOTI vs ALTY - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | LOTI | ALTY |
|---|---|---|
| 2026 | +4.28% | +6.20% |
| 2025 | +0.44% | +10.21% |
| 2024 | N/A | +11.18% |
| 2023 | N/A | +10.01% |
| 2022 | N/A | -12.05% |
| 2021 | N/A | +24.58% |
| 2020 | N/A | -12.87% |
| 2019 | N/A | +20.36% |
| 2018 | N/A | -6.00% |
| 2017 | N/A | +10.29% |
| 2016 | N/A | +17.89% |
| 2015 | N/A | -4.66% |
LOTI vs ALTY Drawdown Comparison
The maximum drawdown for LOTI was -4.42%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for ALTY was -51.47%, occurring on Mar 18, 2020. Recovery took 306 trading sessions.
The current LOTI drawdown is -1.26%.
| Rank | LOTI | ALTY |
|---|---|---|
| #1 | -4.42% Feb 27, 2026 - Mar 27, 2026 | -51.47% Feb 20, 2020 - May 7, 2021 |
| #2 | -2.36% Nov 26, 2025 - Jan 30, 2026 | -30.47% Jul 15, 2015 - Apr 25, 2017 |
| #3 | -1.74% Oct 27, 2025 - Nov 25, 2025 | -18.48% Jan 4, 2022 - May 15, 2024 |
| #4 | -0.43% Oct 20, 2025 - Oct 27, 2025 | -14.18% Aug 29, 2018 - Feb 22, 2019 |
| #5 | -0.40% Feb 17, 2026 - Feb 23, 2026 | -10.07% Feb 20, 2025 - Jul 25, 2025 |
| #6 | -0.30% Oct 14, 2025 - Oct 17, 2025 | -7.30% Jan 26, 2018 - Jul 6, 2018 |
| #7 | -0.30% Oct 1, 2025 - Oct 3, 2025 | -4.34% Mar 2, 2026 - Apr 24, 2026 |
| #8 | -0.25% Oct 8, 2025 - Oct 14, 2025 | -4.23% Jun 14, 2021 - Aug 12, 2021 |
| #9 | -0.24% Oct 3, 2025 - Oct 7, 2025 | -4.06% Sep 2, 2021 - Jan 4, 2022 |
| #10 | -0.21% Feb 24, 2026 - Feb 27, 2026 | -3.92% May 10, 2021 - Jun 1, 2021 |
| #11 | -0.15% Feb 9, 2026 - Feb 11, 2026 | -3.91% Aug 1, 2019 - Sep 18, 2019 |
| #12 | N/A | -3.58% Jul 17, 2024 - Aug 19, 2024 |
| #13 | N/A | -3.54% Nov 29, 2024 - Jan 21, 2025 |
| #14 | N/A | -3.53% May 6, 2019 - Jun 20, 2019 |
| #15 | N/A | -2.41% Apr 27, 2017 - Jul 14, 2017 |
Correlation
Correlation between LOTI and ALTY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2015 - 2026)
LOTI vs ALTY dividend yield comparison.
| Year | LOTI | ALTY |
|---|---|---|
| 2026 | 0.88% | 3.18% |
| 2025 | 0.45% | 7.50% |
| 2024 | 0.00% | 7.88% |
| 2023 | 0.00% | 7.31% |
| 2022 | 0.00% | 7.66% |
| 2021 | 0.00% | 6.88% |
| 2020 | 0.00% | 9.20% |
| 2019 | 0.00% | 8.74% |
| 2018 | 0.00% | 8.49% |
| 2017 | 0.00% | 7.52% |
| 2016 | 0.00% | 8.20% |
| 2015 | 0.00% | 4.21% |
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