LOTI vs SHAG
Comparison between Liberty One Tactical Income ETF (LOTI, ETF) and WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND (SHAG, ETF).
LOTI vs SHAG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LOTI
$43M
SHAG
$43M
Expense Ratio
LOTI
1.01%
Winner
SHAG
0.12%
Max Drawdown
Winner
LOTI
4.67%
SHAG
11.39%
Sharpe Ratio
Winner
LOTI
0.33
SHAG
-0.10
5Y Beta
LOTI
0.11
Winner
SHAG
0.02
P/E Ratio
LOTI
23.58
SHAG
N/A
Forward P/E
LOTI
20.27
SHAG
N/A
PEG Ratio
LOTI
0.56
SHAG
N/A
5Y Dividends CAGR
LOTI
N/A
SHAG
18.46%
5Y EPS CAGR
LOTI
16.35%
SHAG
N/A
Debt to Equity
LOTI
-72.89%
SHAG
N/A
P/S Ratio
LOTI
1.52
SHAG
N/A
P/B Ratio
LOTI
4.55
SHAG
N/A
LOTI vs SHAG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LOTI
-0.00%
SHAG
-0.21%
3M
LOTI
-1.01%
Winner
SHAG
-0.37%
6M
Winner
LOTI
+3.19%
SHAG
+0.63%
1Y
LOTI
N/A
SHAG
+3.62%
5Y(CAGR)
LOTI
N/A
SHAG
+1.56%
10Y(CAGR)
LOTI
N/A
SHAG
+2.12%
Max(CAGR)
Winner
LOTI
+5.47%
SHAG
+2.12%
LOTI vs SHAG - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | LOTI | SHAG |
|---|---|---|
| 2026 | +3.54% | +0.23% |
| 2025 | +0.44% | +6.30% |
| 2024 | N/A | +4.49% |
| 2023 | N/A | +4.47% |
| 2022 | N/A | -6.19% |
| 2021 | N/A | -0.89% |
| 2020 | N/A | +4.56% |
| 2019 | N/A | +5.81% |
| 2018 | N/A | +0.88% |
| 2017 | N/A | -0.11% |
LOTI vs SHAG 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 SHAG was -9.61%, occurring on Oct 20, 2022. Recovery took 754 trading sessions.
The current LOTI drawdown is -1.97%. The current SHAG drawdown is -0.78%.
| Rank | LOTI | SHAG |
|---|---|---|
| #1 | -4.42% Feb 27, 2026 - Mar 27, 2026 | -9.61% Aug 3, 2021 - Aug 2, 2024 |
| #2 | -2.36% Nov 26, 2025 - Jan 30, 2026 | -5.80% Mar 6, 2020 - May 20, 2020 |
| #3 | -1.74% Oct 27, 2025 - Nov 25, 2025 | -1.79% Sep 5, 2017 - Dec 24, 2018 |
| #4 | -0.43% Oct 20, 2025 - Oct 27, 2025 | -1.38% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -0.40% Feb 17, 2026 - Feb 23, 2026 | -1.23% Sep 24, 2024 - Jan 27, 2025 |
| #6 | -0.30% Oct 14, 2025 - Oct 17, 2025 | -1.09% Apr 3, 2025 - Apr 28, 2025 |
| #7 | -0.30% Oct 1, 2025 - Oct 3, 2025 | -0.98% Sep 4, 2019 - Oct 3, 2019 |
| #8 | -0.25% Oct 8, 2025 - Oct 14, 2025 | -0.86% Feb 10, 2021 - Jun 10, 2021 |
| #9 | -0.24% Oct 3, 2025 - Oct 7, 2025 | -0.67% May 27, 2025 - Jun 23, 2025 |
| #10 | -0.21% Feb 24, 2026 - Feb 27, 2026 | -0.60% Oct 3, 2019 - Dec 3, 2019 |
| #11 | -0.15% Feb 9, 2026 - Feb 11, 2026 | -0.55% Apr 30, 2025 - May 27, 2025 |
| #12 | N/A | -0.52% Jun 30, 2025 - Aug 1, 2025 |
| #13 | N/A | -0.50% Feb 5, 2025 - Feb 21, 2025 |
| #14 | N/A | -0.45% Jun 10, 2021 - Jul 19, 2021 |
| #15 | N/A | -0.40% Jul 3, 2019 - Aug 1, 2019 |
Correlation
Correlation between LOTI and SHAG is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2017 - 2026)
LOTI vs SHAG dividend yield comparison.
| Year | LOTI | SHAG |
|---|---|---|
| 2026 | 0.89% | 1.81% |
| 2025 | 0.45% | 4.33% |
| 2024 | 0.00% | 4.49% |
| 2023 | 0.00% | 3.04% |
| 2022 | 0.00% | 1.38% |
| 2021 | 0.00% | 0.92% |
| 2020 | 0.00% | 2.33% |
| 2019 | 0.00% | 2.71% |
| 2018 | 0.00% | 2.56% |
| 2017 | 0.00% | 0.77% |
Select Stocks to Compare
Popular: LOTI vs SPYSHAG vs SPY
More Comparisons
Compare with similar stocks