LOTI vs BBC
Comparison between Liberty One Tactical Income ETF (LOTI, ETF) and VIRTUS BIOTECH CLINICAL TRIALS ETF (BBC, ETF).
LOTI vs BBC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LOTI
$44M
Winner
BBC
$45M
Expense Ratio
LOTI
1.01%
Winner
BBC
0.65%
Max Drawdown
Winner
LOTI
4.67%
BBC
77.16%
Sharpe Ratio
LOTI
0.47
Winner
BBC
2.23
5Y Beta
Winner
LOTI
0.10
BBC
1.21
P/E Ratio
LOTI
23.41
Winner
BBC
-6.73
Forward P/E
LOTI
20.56
BBC
N/A
PEG Ratio
LOTI
0.55
BBC
N/A
5Y EPS CAGR
Winner
LOTI
16.29%
BBC
4.75%
Debt to Equity
Winner
LOTI
-73.30%
BBC
11.20%
P/S Ratio
Winner
LOTI
1.55
BBC
13.71
P/B Ratio
LOTI
4.52
Winner
BBC
3.64
LOTI vs BBC - Holdings Comparison
LOTI and BBC have 0 common holdings. Overlap is 0.00%
LOTI's top 25 holdings weight is 85.03%. BBC's top 25 holdings weight is 34.15%.
| Rank | LOTI | BBC |
|---|---|---|
| #1 | JPMORGAN INCOME ETF (JPIE) - 7.68% | ERASCA INC (ERAS) - 2.42% |
| #2 | EATON VANCE SHORT DURATION INCOME ETF (EVSD) - 6.73% | ENLIVEN THERAPEUTICS INC (ELVN) - 1.91% |
| #3 | TCW FLEXIBLE INCOME ETF (FLXR) - 6.68% | SPYRE THERAPEUTICS INC (SYRE) - 1.66% |
| #4 | PIMCO MULTISECTOR BOND ACTIVE ETF (PYLD) - 6.65% | TANGO THERAPEUTICS INC (TNGX) - 1.63% |
| #5 | VANGUARD MORTGAGE-BACKED SECS ETF (VMBS) - 5.78% | DIANTHUS THERAPEUTICS INC (DNTH) - 1.56% |
| #6 | ISHARES CORE US AGGREGATE BOND ETF (AGG) - 5.71% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.49% |
| #7 | VANGUARD LONG-TERM CORPORATE BD ETF (VCLT) - 4.61% | ORUKA THERAPEUTICS INC (ORKA) - 1.49% |
| #8 | HARTFORD STRATEGIC INCOME ETF (HFSI) - 2.88% | ALUMIS INC (ALMS) - 1.48% |
| #9 | ELI LILLY AND CO (LLY) - 2.76% | REZOLUTE INC (RZLT) - 1.39% |
| #10 | CARDINAL HEALTH INC (CAH) - 2.55% | n/a (DFTX) - 1.38% |
| #11 | BROADCOM INC (AVGO) - 2.49% | COMPASS PATHWAYS PLC ADR (CMPS) - 1.38% |
| #12 | JOHNSON & JOHNSON (JNJ) - 2.49% | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 1.37% |
| #13 | COCA-COLA CO (KO) - 2.40% | GH RESEARCH PLC (GHRS) - 1.35% |
| #14 | ALPHABET INC CLASS C (GOOG) - 2.35% | RELAY THERAPEUTICS INC ORDINARY SHARES (RLAY) - 1.34% |
| #15 | ENTERGY CORP (ETR) - 2.34% | CORVUS PHARMACEUTICALS INC (CRVS) - 1.16% |
| #16 | CHUBB LTD (CB) - 2.29% | TECTONIC THERAPEUTIC INC (TECX) - 1.15% |
| #17 | GILEAD SCIENCES INC (GILD) - 2.28% | KODIAK SCIENCES INC (KOD) - 1.15% |
| #18 | UNITEDHEALTH GROUP INC (UNH) - 2.23% | CG ONCOLOGY INC (CGON) - 1.15% |
| #19 | ALLIANT ENERGY CORP (LNT) - 2.13% | CENTESSA PHARMACEUTICALS PLC ADR (CNTA) - 1.14% |
| #20 | AGREE REALTY CORP (ADC) - 2.08% | TYRA BIOSCIENCES INC (TYRA) - 1.13% |
| #21 | THE KROGER CO (KR) - 2.02% | ABCELLERA BIOLOGICS INC ORDINARY SHARES (ABCL) - 1.11% |
| #22 | W.W. GRAINGER INC (GWW) - 2.01% | JADE BIOSCIENCES INC (JBIO) - 1.10% |
| #23 | DUKE ENERGY CORP (DUK) - 1.97% | EDGEWISE THERAPEUTICS INC (EWTX) - 1.08% |
| #24 | SOUTHERN CO (SO) - 1.96% | ALLOGENE THERAPEUTICS INC (ALLO) - 1.07% |
| #25 | WASTE MANAGEMENT INC (WM) - 1.96% | INTELLIA THERAPEUTICS INC (NTLA) - 1.06% |
| Total Holdings | 34 | 123 |
LOTI vs BBC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LOTI
+1.15%
BBC
-3.39%
3M
LOTI
+0.55%
Winner
BBC
+3.94%
6M
LOTI
+3.88%
Winner
BBC
+9.47%
1Y
LOTI
N/A
BBC
+116.60%
5Y(CAGR)
LOTI
N/A
BBC
-2.80%
10Y(CAGR)
LOTI
N/A
BBC
+8.79%
Max(CAGR)
Winner
LOTI
+6.40%
BBC
+4.75%
LOTI vs BBC - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | LOTI | BBC |
|---|---|---|
| 2026 | +4.28% | +14.35% |
| 2025 | +0.44% | +61.24% |
| 2024 | N/A | -1.80% |
| 2023 | N/A | -0.08% |
| 2022 | N/A | -37.30% |
| 2021 | N/A | -22.69% |
| 2020 | N/A | +32.55% |
| 2019 | N/A | +58.55% |
| 2018 | N/A | -20.74% |
| 2017 | N/A | +56.63% |
| 2016 | N/A | -33.53% |
| 2015 | N/A | +2.81% |
| 2014 | N/A | +3.90% |
LOTI vs BBC 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 BBC was -76.85%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current LOTI drawdown is -1.26%. The current BBC drawdown is -28.41%.
| Rank | LOTI | BBC |
|---|---|---|
| #1 | -4.42% Feb 27, 2026 - Mar 27, 2026 | -76.85% Feb 8, 2021 - Apr 8, 2025 |
| #2 | -2.36% Nov 26, 2025 - Jan 30, 2026 | -58.50% Jul 17, 2015 - Dec 23, 2019 |
| #3 | -1.74% Oct 27, 2025 - Nov 25, 2025 | -40.47% Dec 24, 2019 - May 11, 2020 |
| #4 | -0.43% Oct 20, 2025 - Oct 27, 2025 | -16.61% Jun 23, 2020 - Nov 27, 2020 |
| #5 | -0.40% Feb 17, 2026 - Feb 23, 2026 | -15.83% Mar 19, 2015 - May 29, 2015 |
| #6 | -0.30% Oct 14, 2025 - Oct 17, 2025 | -8.39% May 22, 2020 - Jun 19, 2020 |
| #7 | -0.30% Oct 1, 2025 - Oct 3, 2025 | -8.23% Dec 23, 2020 - Jan 14, 2021 |
| #8 | -0.25% Oct 8, 2025 - Oct 14, 2025 | -8.03% Jan 27, 2015 - Feb 18, 2015 |
| #9 | -0.24% Oct 3, 2025 - Oct 7, 2025 | -7.85% Jun 23, 2015 - Jul 13, 2015 |
| #10 | -0.21% Feb 24, 2026 - Feb 27, 2026 | -6.59% Dec 19, 2014 - Jan 2, 2015 |
| #11 | -0.15% Feb 9, 2026 - Feb 11, 2026 | -5.64% May 11, 2020 - May 18, 2020 |
| #12 | N/A | -5.48% Jan 19, 2021 - Feb 2, 2021 |
| #13 | N/A | -5.30% Jan 14, 2015 - Jan 27, 2015 |
| #14 | N/A | -3.64% Jun 5, 2015 - Jun 22, 2015 |
| #15 | N/A | -3.01% Jan 5, 2015 - Jan 8, 2015 |
Correlation
Correlation between LOTI and BBC is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2015 - 2026)
LOTI vs BBC dividend yield comparison.
| Year | LOTI | BBC |
|---|---|---|
| 2026 | 0.88% | 0.00% |
| 2025 | 0.45% | 1.70% |
| 2024 | 0.00% | 1.00% |
| 2023 | 0.00% | 0.34% |
| 2017 | 0.00% | 2.09% |
| 2015 | 0.00% | 0.51% |
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