LOTI vs SPIN
Comparison between Liberty One Tactical Income ETF (LOTI, ETF) and SPDR SSGA US Equity Premium Income ETF (SPIN, ETF).
LOTI vs SPIN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LOTI
$46M
Winner
SPIN
$46M
Expense Ratio
LOTI
1.01%
Winner
SPIN
0.25%
Max Drawdown
Winner
LOTI
4.67%
SPIN
19.04%
Sharpe Ratio
LOTI
0.37
Winner
SPIN
0.77
5Y Beta
Winner
LOTI
0.07
SPIN
0.81
P/E Ratio
Winner
LOTI
23.88
SPIN
29.32
Forward P/E
Winner
LOTI
20.76
SPIN
22.09
PEG Ratio
LOTI
0.60
Winner
SPIN
0.33
5Y EPS CAGR
LOTI
16.58%
Winner
SPIN
28.94%
Debt to Equity
Winner
LOTI
-66.02%
SPIN
20.71%
P/S Ratio
Winner
LOTI
1.55
SPIN
4.98
P/B Ratio
Winner
LOTI
4.69
SPIN
6.02
LOTI vs SPIN - Holdings Comparison
LOTI and SPIN have 11 common holdings. Overlap is 11.68%
LOTI's top 25 holdings weight is 85.44%. SPIN's top 25 holdings weight is 66.99%.
| Rank | LOTI | SPIN |
|---|---|---|
| #1 | JPMORGAN INCOME ETF (JPIE) - 7.57% | NVIDIA CORP (NVDA) - 9.69% |
| #2 | EATON VANCE SHORT DURATION INCOME ETF (EVSD) - 6.62% | APPLE INC (AAPL) - 6.18% |
| #3 | PIMCO MULTISECTOR BOND ACTIVE ETF (PYLD) - 6.58% | ALPHABET INC CLASS A (GOOGL) - 6.13% |
| #4 | TCW FLEXIBLE INCOME ETF (FLXR) - 6.57% | MICROSOFT CORP (MSFT) - 5.91% |
| #5 | VANGUARD MORTGAGE-BACKED SECS ETF (VMBS) - 5.70% | AMAZON.COM INC (AMZN) - 4.97% |
| #6 | ISHARES CORE US AGGREGATE BOND ETF (AGG) - 5.62% | BROADCOM INC (AVGO) - 3.64% |
| #7 | VANGUARD LONG-TERM CORPORATE BD ETF (VCLT) - 4.50% | META PLATFORMS INC CLASS A (META) - 3.28% |
| #8 | ELI LILLY AND CO (LLY) - 3.08% | ADVANCED MICRO DEVICES INC (AMD) - 2.75% |
| #9 | CARDINAL HEALTH INC (CAH) - 2.90% | JPMORGAN CHASE & CO (JPM) - 2.17% |
| #10 | HARTFORD STRATEGIC INCOME ETF (HFSI) - 2.84% | APPLIED MATERIALS INC (AMAT) - 2.07% |
| #11 | JOHNSON & JOHNSON (JNJ) - 2.72% | ELI LILLY AND CO (LLY) - 2.03% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 2.44% | MICRON TECHNOLOGY INC (MU) - 1.77% |
| #13 | COCA-COLA CO (KO) - 2.41% | BANK OF AMERICA CORP (BAC) - 1.72% |
| #14 | CHUBB LTD (CB) - 2.38% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.54% |
| #15 | ENTERGY CORP (ETR) - 2.38% | VISA INC CLASS A (V) - 1.44% |
| #16 | BROADCOM INC (AVGO) - 2.28% | THE HOME DEPOT INC (HD) - 1.37% |
| #17 | GILEAD SCIENCES INC (GILD) - 2.24% | S&P GLOBAL INC (SPGI) - 1.35% |
| #18 | ALLIANT ENERGY CORP (LNT) - 2.22% | AMPHENOL CORP CLASS A (APH) - 1.32% |
| #19 | W.W. GRAINGER INC (GWW) - 2.19% | PARKER HANNIFIN CORP (PH) - 1.26% |
| #20 | ALPHABET INC CLASS C (GOOG) - 2.15% | EMERSON ELECTRIC CO (EMR) - 1.11% |
| #21 | AGREE REALTY CORP (ADC) - 2.12% | UBER TECHNOLOGIES INC (UBER) - 1.09% |
| #22 | WASTE MANAGEMENT INC (WM) - 2.06% | LINDE PLC (LIN) - 1.08% |
| #23 | DUKE ENERGY CORP (DUK) - 1.98% | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 1.08% |
| #24 | SOUTHERN CO (SO) - 1.98% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.03% |
| #25 | VISA INC CLASS A (V) - 1.91% | UNITED RENTALS INC (URI) - 1.01% |
| Total Holdings | 34 | 104 |
LOTI vs SPIN - Historical Returns
Returns include dividend reinvestment.
1M
LOTI
+0.92%
Winner
SPIN
+1.99%
3M
LOTI
+0.95%
Winner
SPIN
+2.19%
6M
Winner
LOTI
+3.08%
SPIN
+1.40%
1Y
LOTI
+4.77%
Winner
SPIN
+12.12%
Max(CAGR)
LOTI
+5.91%
Winner
SPIN
+12.15%
LOTI vs SPIN - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | LOTI | SPIN |
|---|---|---|
| 2026 | +4.62% | +2.50% |
| 2025 | +0.44% | +14.33% |
| 2024 | N/A | +6.09% |
LOTI vs SPIN Drawdown Comparison
The maximum drawdown for LOTI was -4.42%, occurring on Mar 27, 2026. Recovery took 86 trading sessions.
The maximum drawdown for SPIN was -16.84%, occurring on Apr 8, 2025. Recovery took 102 trading sessions.
The current LOTI drawdown is -1.57%. The current SPIN drawdown is -1.66%.
| Rank | LOTI | SPIN |
|---|---|---|
| #1 | -4.42% Feb 27, 2026 - Jul 2, 2026 | -16.84% Feb 19, 2025 - Jul 17, 2025 |
| #2 | -2.36% Nov 26, 2025 - Jan 30, 2026 | -9.81% Jan 27, 2026 - May 28, 2026 |
| #3 | -1.74% Oct 27, 2025 - Nov 25, 2025 | -4.36% Nov 12, 2025 - Nov 28, 2025 |
| #4 | -1.57% Jul 7, 2026 - Jul 23, 2026 | -3.76% Jun 1, 2026 - Jul 9, 2026 |
| #5 | -0.43% Oct 20, 2025 - Oct 27, 2025 | -3.57% Dec 6, 2024 - Feb 19, 2025 |
| #6 | -0.40% Feb 17, 2026 - Feb 23, 2026 | -2.55% Jan 12, 2026 - Jan 26, 2026 |
| #7 | -0.30% Oct 14, 2025 - Oct 17, 2025 | -2.46% Dec 11, 2025 - Dec 23, 2025 |
| #8 | -0.30% Oct 1, 2025 - Oct 3, 2025 | -2.42% Oct 8, 2025 - Oct 21, 2025 |
| #9 | -0.25% Oct 8, 2025 - Oct 14, 2025 | -1.93% Nov 3, 2025 - Nov 11, 2025 |
| #10 | -0.25% Jul 2, 2026 - Jul 7, 2026 | -1.90% Oct 22, 2024 - Nov 6, 2024 |
| #11 | -0.24% Oct 3, 2025 - Oct 7, 2025 | -1.66% Jul 15, 2026 - Jul 23, 2026 |
| #12 | -0.21% Feb 24, 2026 - Feb 27, 2026 | -1.45% Sep 5, 2024 - Sep 10, 2024 |
| #13 | -0.15% Feb 9, 2026 - Feb 11, 2026 | -1.43% Jul 29, 2025 - Aug 4, 2025 |
| #14 | N/A | -1.38% Aug 14, 2025 - Aug 22, 2025 |
| #15 | N/A | -1.32% Nov 13, 2024 - Nov 26, 2024 |
Correlation
Correlation between LOTI and SPIN is 0.50 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.50
-101
Dividend Comparison (2024 - 2026)
LOTI vs SPIN dividend yield comparison.
| Year | LOTI | SPIN |
|---|---|---|
| 2026 | 1.34% | 3.20% |
| 2025 | 0.45% | 8.20% |
| 2024 | 0.00% | 2.36% |
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