LOTI vs HYUP

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

LOTI vs HYUP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

LOTI

$46M

HYUP

$46M

Expense Ratio

LOTI

1.01%

Winner

HYUP

0.20%

Max Drawdown

Winner

LOTI

4.67%

HYUP

26.54%

Sharpe Ratio

LOTI

0.40

Winner

HYUP

0.42

5Y Beta

Winner

LOTI

0.07

HYUP

0.26

P/E Ratio

LOTI

23.69

HYUP

N/A

Forward P/E

LOTI

20.80

HYUP

N/A

PEG Ratio

LOTI

0.58

HYUP

N/A

5Y Dividends CAGR

LOTI

N/A

HYUP

-2.16%

5Y EPS CAGR

LOTI

16.51%

HYUP

N/A

Debt to Equity

LOTI

-65.95%

HYUP

N/A

P/S Ratio

LOTI

1.57

HYUP

N/A

P/B Ratio

LOTI

4.72

HYUP

N/A

LOTI vs HYUP - Historical Returns

Returns include dividend reinvestment.

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

Winner

LOTI

+1.65%

HYUP

+0.10%

Winner

LOTI

+1.65%

HYUP

+0.55%

Winner

LOTI

+3.64%

HYUP

+1.27%

LOTI

+4.87%

Winner

HYUP

+5.39%

5Y(CAGR)

LOTI

N/A

HYUP

+4.30%

10Y(CAGR)

LOTI

N/A

HYUP

+4.98%

Max(CAGR)

Winner

LOTI

+6.09%

HYUP

+4.98%

LOTI vs HYUP - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

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

LOTI vs HYUP Drawdown Comparison

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

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

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

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