LOTI vs TMLP
Comparison between Liberty One Tactical Income ETF (LOTI, ETF) and Tortoise MLP ETF (TMLP, ETF).
LOTI vs TMLP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LOTI
$43M
TMLP
$43M
Expense Ratio
LOTI
1.01%
Winner
TMLP
0.50%
Max Drawdown
Winner
LOTI
4.67%
TMLP
7.81%
Sharpe Ratio
LOTI
0.33
Winner
TMLP
2.57
5Y Beta
LOTI
0.11
Winner
TMLP
-0.16
P/E Ratio
LOTI
23.58
TMLP
N/A
Forward P/E
LOTI
20.27
TMLP
N/A
PEG Ratio
LOTI
0.56
TMLP
N/A
5Y EPS CAGR
LOTI
16.35%
TMLP
N/A
Debt to Equity
LOTI
-72.89%
TMLP
N/A
P/S Ratio
LOTI
1.52
TMLP
N/A
P/B Ratio
LOTI
4.55
TMLP
N/A
LOTI vs TMLP - Holdings Comparison
LOTI and TMLP have 0 common holdings. Overlap is 0.00%
LOTI's top 25 holdings weight is 85.03%. TMLP's top 25 holdings weight is 101.65%.
| Rank | LOTI | TMLP |
|---|---|---|
| #1 | JPMORGAN INCOME ETF (JPIE) - 7.68% | TORTOISE MLP TOTAL RETURN INDEX SWAP GS-L (n/a) - 50.90% |
| #2 | EATON VANCE SHORT DURATION INCOME ETF (EVSD) - 6.73% | HESS MIDSTREAM LP CLASS A (HESM) - 5.71% |
| #3 | TCW FLEXIBLE INCOME ETF (FLXR) - 6.68% | WILLIAMS COMPANIES INC (WMB) - 5.55% |
| #4 | PIMCO MULTISECTOR BOND ACTIVE ETF (PYLD) - 6.65% | TARGA RESOURCES CORP (TRGP) - 5.35% |
| #5 | VANGUARD MORTGAGE-BACKED SECS ETF (VMBS) - 5.78% | TC ENERGY CORP (n/a) - 3.82% |
| #6 | ISHARES CORE US AGGREGATE BOND ETF (AGG) - 5.71% | U.S. BANK MONEY MARKET DEPOSIT ACCOUNT (n/a) - 3.66% |
| #7 | VANGUARD LONG-TERM CORPORATE BD ETF (VCLT) - 4.61% | ONEOK INC (OKE) - 3.28% |
| #8 | HARTFORD STRATEGIC INCOME ETF (HFSI) - 2.88% | CHENIERE ENERGY INC (LNG) - 3.24% |
| #9 | ELI LILLY AND CO (LLY) - 2.76% | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 2.40% |
| #10 | CARDINAL HEALTH INC (CAH) - 2.55% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 2.22% |
| #11 | BROADCOM INC (AVGO) - 2.49% | ENERGY TRANSFER LP (ET) - 2.19% |
| #12 | JOHNSON & JOHNSON (JNJ) - 2.49% | ENBRIDGE INC (ENB) - 2.11% |
| #13 | COCA-COLA CO (KO) - 2.40% | WESTERN MIDSTREAM PARTNERS LP (WES) - 2.00% |
| #14 | ALPHABET INC CLASS C (GOOG) - 2.35% | MPLX LP PARTNERSHIP UNITS (MPLX) - 2.00% |
| #15 | ENTERGY CORP (ETR) - 2.34% | CHENIERE ENERGY PARTNERS LP (CQP) - 1.56% |
| #16 | CHUBB LTD (CB) - 2.29% | SUNOCO LP (SUN) - 1.48% |
| #17 | GILEAD SCIENCES INC (GILD) - 2.28% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.09% |
| #18 | UNITEDHEALTH GROUP INC (UNH) - 2.23% | ANTERO MIDSTREAM CORP (AM) - 0.92% |
| #19 | ALLIANT ENERGY CORP (LNT) - 2.13% | KODIAK GAS SERVICES INC (KGS) - 0.90% |
| #20 | AGREE REALTY CORP (ADC) - 2.08% | EXCELERATE ENERGY INC CLASS A (EE) - 0.53% |
| #21 | THE KROGER CO (KR) - 2.02% | KINDER MORGAN INC CLASS P (KMI) - 0.51% |
| #22 | W.W. GRAINGER INC (GWW) - 2.01% | PEMBINA PIPELINE CORP (n/a) - 0.25% |
| #23 | DUKE ENERGY CORP (DUK) - 1.97% | KINETIK HOLDINGS INC (KNTK) - 0.18% |
| #24 | SOUTHERN CO (SO) - 1.96% | US DOLLARS (n/a) - 0.00% |
| #25 | WASTE MANAGEMENT INC (WM) - 1.96% | OTHER ASSETS AND LIABILITIES (n/a) - -0.20% |
| Total Holdings | 34 | 26 |
LOTI vs TMLP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LOTI
-0.00%
TMLP
-0.15%
3M
LOTI
-1.01%
Winner
TMLP
+2.82%
6M
LOTI
+3.19%
Winner
TMLP
+17.58%
Max(CAGR)
LOTI
+5.47%
Winner
TMLP
+43.44%
LOTI vs TMLP - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | LOTI | TMLP |
|---|---|---|
| 2026 | +3.54% | +16.80% |
| 2025 | +0.44% | +0.05% |
LOTI vs TMLP 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 TMLP was -6.20%, occurring on Apr 17, 2026. Recovery took 24 trading sessions.
The current LOTI drawdown is -1.97%. The current TMLP drawdown is -3.90%.
| Rank | LOTI | TMLP |
|---|---|---|
| #1 | -4.42% Feb 27, 2026 - Mar 27, 2026 | -6.20% Mar 26, 2026 - Apr 30, 2026 |
| #2 | -2.36% Nov 26, 2025 - Jan 30, 2026 | -5.95% May 19, 2026 - May 29, 2026 |
| #3 | -1.74% Oct 27, 2025 - Nov 25, 2025 | -2.45% May 4, 2026 - May 12, 2026 |
| #4 | -0.43% Oct 20, 2025 - Oct 27, 2025 | -2.00% Mar 2, 2026 - Mar 19, 2026 |
| #5 | -0.40% Feb 17, 2026 - Feb 23, 2026 | -1.68% Jan 2, 2026 - Jan 12, 2026 |
| #6 | -0.30% Oct 14, 2025 - Oct 17, 2025 | -1.30% Jan 29, 2026 - Feb 3, 2026 |
| #7 | -0.30% Oct 1, 2025 - Oct 3, 2025 | -0.63% Apr 30, 2026 - May 4, 2026 |
| #8 | -0.25% Oct 8, 2025 - Oct 14, 2025 | -0.58% Jan 16, 2026 - Jan 22, 2026 |
| #9 | -0.24% Oct 3, 2025 - Oct 7, 2025 | -0.57% Feb 23, 2026 - Feb 27, 2026 |
| #10 | -0.21% Feb 24, 2026 - Feb 27, 2026 | -0.52% Mar 24, 2026 - Mar 26, 2026 |
| #11 | -0.15% Feb 9, 2026 - Feb 11, 2026 | -0.35% Jan 14, 2026 - Jan 16, 2026 |
| #12 | N/A | -0.30% Mar 19, 2026 - Mar 23, 2026 |
| #13 | N/A | -0.28% Jan 23, 2026 - Jan 27, 2026 |
| #14 | N/A | -0.21% Dec 24, 2025 - Dec 30, 2025 |
| #15 | N/A | -0.21% Feb 11, 2026 - Feb 13, 2026 |
Correlation
Correlation between LOTI and TMLP is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2025 - 2026)
LOTI vs TMLP dividend yield comparison.
| Year | LOTI | TMLP |
|---|---|---|
| 2026 | 0.89% | 2.00% |
| 2025 | 0.45% | 0.04% |
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