LOTI vs DRN
Comparison between Liberty One Tactical Income ETF (LOTI, ETF) and DIREXION DAILY REAL ESTATE BULL 3X SHARES (DRN, ETF).
LOTI vs DRN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LOTI
$46M
DRN
$46M
Expense Ratio
LOTI
1.01%
DRN
N/A
Max Drawdown
Winner
LOTI
4.67%
DRN
86.32%
Sharpe Ratio
LOTI
0.40
Winner
DRN
0.52
5Y Beta
Winner
LOTI
0.07
DRN
1.39
P/E Ratio
Winner
LOTI
23.69
DRN
37.11
Forward P/E
Winner
LOTI
20.80
DRN
36.20
PEG Ratio
Winner
LOTI
0.58
DRN
0.92
5Y Dividends CAGR
LOTI
N/A
DRN
9.79%
5Y EPS CAGR
Winner
LOTI
16.51%
DRN
7.18%
Debt to Equity
Winner
LOTI
-65.95%
DRN
16.91%
P/S Ratio
Winner
LOTI
1.57
DRN
6.17
P/B Ratio
LOTI
4.72
Winner
DRN
3.12
LOTI vs DRN - Holdings Comparison
LOTI and DRN have 0 common holdings. Overlap is 0.00%
LOTI's top 25 holdings weight is 85.44%. DRN's top 25 holdings weight is 110.13%.
| Rank | LOTI | DRN |
|---|---|---|
| #1 | JPMORGAN INCOME ETF (JPIE) - 7.57% | DREYFUS GOVT CASH MAN INS (n/a) - 18.71% |
| #2 | EATON VANCE SHORT DURATION INCOME ETF (EVSD) - 6.62% | REAL ESTATE SELECT SECTOR INDEX SWAP (n/a) - 17.41% |
| #3 | PIMCO MULTISECTOR BOND ACTIVE ETF (PYLD) - 6.58% | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 9.50% |
| #4 | TCW FLEXIBLE INCOME ETF (FLXR) - 6.57% | WELLTOWER INC (WELL) - 8.21% |
| #5 | VANGUARD MORTGAGE-BACKED SECS ETF (VMBS) - 5.70% | PROLOGIS INC (PLD) - 6.55% |
| #6 | ISHARES CORE US AGGREGATE BOND ETF (AGG) - 5.62% | EQUINIX INC (EQIX) - 4.97% |
| #7 | VANGUARD LONG-TERM CORPORATE BD ETF (VCLT) - 4.50% | AMERICAN TOWER CORP (AMT) - 3.88% |
| #8 | ELI LILLY AND CO (LLY) - 3.08% | SIMON PROPERTY GROUP INC (SPG) - 3.54% |
| #9 | CARDINAL HEALTH INC (CAH) - 2.90% | REALTY INCOME CORP (O) - 3.36% |
| #10 | HARTFORD STRATEGIC INCOME ETF (HFSI) - 2.84% | VENTAS INC (VTR) - 3.34% |
| #11 | JOHNSON & JOHNSON (JNJ) - 2.72% | DIGITAL REALTY TRUST INC (DLR) - 3.30% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 2.44% | PUBLIC STORAGE (PSA) - 3.22% |
| #13 | COCA-COLA CO (KO) - 2.41% | CBRE GROUP INC CLASS A (CBRE) - 2.90% |
| #14 | CHUBB LTD (CB) - 2.38% | IRON MOUNTAIN INC (IRM) - 2.71% |
| #15 | ENTERGY CORP (ETR) - 2.38% | CROWN CASTLE INC (CCI) - 2.56% |
| #16 | BROADCOM INC (AVGO) - 2.28% | EXTRA SPACE STORAGE INC (EXR) - 2.28% |
| #17 | GILEAD SCIENCES INC (GILD) - 2.24% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.13% |
| #18 | ALLIANT ENERGY CORP (LNT) - 2.22% | AVALONBAY COMMUNITIES INC (AVB) - 1.98% |
| #19 | W.W. GRAINGER INC (GWW) - 2.19% | EQUITY RESIDENTIAL (EQR) - 1.74% |
| #20 | ALPHABET INC CLASS C (GOOG) - 2.15% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.48% |
| #21 | AGREE REALTY CORP (ADC) - 2.12% | ESSEX PROPERTY TRUST INC (ESS) - 1.42% |
| #22 | WASTE MANAGEMENT INC (WM) - 2.06% | WEYERHAEUSER CO (WY) - 1.28% |
| #23 | DUKE ENERGY CORP (DUK) - 1.98% | KIMCO REALTY CORP (KIM) - 1.27% |
| #24 | SOUTHERN CO (SO) - 1.98% | INVITATION HOMES INC (INVH) - 1.23% |
| #25 | VISA INC CLASS A (V) - 1.91% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.16% |
| Total Holdings | 34 | 35 |
LOTI vs DRN - Historical Returns
Returns include dividend reinvestment.
1M
LOTI
+1.65%
Winner
DRN
+6.66%
3M
LOTI
+1.65%
Winner
DRN
+8.19%
6M
LOTI
+3.64%
Winner
DRN
+23.72%
1Y
LOTI
+4.87%
Winner
DRN
+16.74%
5Y(CAGR)
LOTI
N/A
DRN
-11.34%
10Y(CAGR)
LOTI
N/A
DRN
-6.29%
Max(CAGR)
LOTI
+6.09%
Winner
DRN
+13.66%
LOTI vs DRN - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | LOTI | DRN |
|---|---|---|
| 2026 | +4.73% | +33.88% |
| 2025 | +0.44% | -8.74% |
| 2024 | N/A | -7.78% |
| 2023 | N/A | +11.04% |
| 2022 | N/A | -66.46% |
| 2021 | N/A | +181.26% |
| 2020 | N/A | -53.69% |
| 2019 | N/A | +96.54% |
| 2018 | N/A | -24.31% |
| 2017 | N/A | +6.52% |
| 2016 | N/A | +17.86% |
| 2015 | N/A | -8.26% |
| 2014 | N/A | +109.26% |
| 2013 | N/A | -5.82% |
| 2012 | N/A | +47.09% |
| 2011 | N/A | -9.83% |
| 2010 | N/A | +66.28% |
| 2009 | N/A | +151.22% |
LOTI vs DRN Drawdown Comparison
The maximum drawdown for LOTI was -4.42%, occurring on Mar 27, 2026. Recovery took 86 trading sessions.
The maximum drawdown for DRN was -86.32%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current LOTI drawdown is -1.47%. The current DRN drawdown is -61.95%.
| Rank | LOTI | DRN |
|---|---|---|
| #1 | -4.42% Feb 27, 2026 - Jul 2, 2026 | -86.32% Feb 14, 2020 - Mar 23, 2020 |
| #2 | -2.36% Nov 26, 2025 - Jan 30, 2026 | -60.01% Jul 22, 2011 - Jul 17, 2012 |
| #3 | -1.74% Oct 27, 2025 - Nov 25, 2025 | -49.14% Aug 1, 2016 - Jun 20, 2019 |
| #4 | -1.47% Jul 7, 2026 - Jul 21, 2026 | -48.16% Apr 29, 2010 - Nov 4, 2010 |
| #5 | -0.43% Oct 20, 2025 - Oct 27, 2025 | -48.13% Jan 26, 2015 - Jun 30, 2016 |
| #6 | -0.40% Feb 17, 2026 - Feb 23, 2026 | -47.22% May 21, 2013 - Aug 20, 2014 |
| #7 | -0.30% Oct 14, 2025 - Oct 17, 2025 | -35.19% Sep 22, 2009 - Dec 22, 2009 |
| #8 | -0.30% Oct 1, 2025 - Oct 3, 2025 | -31.18% Dec 28, 2009 - Mar 8, 2010 |
| #9 | -0.25% Oct 8, 2025 - Oct 14, 2025 | -28.40% Aug 7, 2009 - Sep 14, 2009 |
| #10 | -0.25% Jul 2, 2026 - Jul 7, 2026 | -25.92% Nov 5, 2010 - Jan 27, 2011 |
| #11 | -0.24% Oct 3, 2025 - Oct 7, 2025 | -25.62% Sep 14, 2012 - Jan 18, 2013 |
| #12 | -0.21% Feb 24, 2026 - Feb 27, 2026 | -21.53% Sep 5, 2014 - Oct 27, 2014 |
| #13 | -0.15% Feb 9, 2026 - Feb 11, 2026 | -21.36% May 31, 2011 - Jul 7, 2011 |
| #14 | N/A | -18.26% Feb 28, 2011 - Apr 21, 2011 |
| #15 | N/A | -16.98% Oct 21, 2019 - Jan 21, 2020 |
Correlation
Correlation between LOTI and DRN is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2009 - 2026)
LOTI vs DRN dividend yield comparison.
| Year | LOTI | DRN |
|---|---|---|
| 2026 | 1.34% | 0.95% |
| 2025 | 0.45% | 2.81% |
| 2024 | 0.00% | 2.24% |
| 2023 | 0.00% | 2.84% |
| 2022 | 0.00% | 2.70% |
| 2021 | 0.00% | 4.21% |
| 2020 | 0.00% | 1.90% |
| 2019 | 0.00% | 2.59% |
| 2018 | 0.00% | 3.11% |
| 2017 | 0.00% | 0.91% |
| 2012 | 0.00% | 0.02% |
| 2011 | 0.00% | 3.87% |
| 2010 | 0.00% | 1.88% |
| 2009 | 0.00% | 6.73% |
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