LOTI vs VPX
Comparison between Liberty One Tactical Income ETF (LOTI, ETF) and VARIANT PERCEPTION CYCLE AWARE US EQUITY ETF (VPX, ETF).
LOTI vs VPX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LOTI
$47M
VPX
$47M
Expense Ratio
LOTI
1.01%
Winner
VPX
0.75%
Max Drawdown
Winner
LOTI
4.67%
VPX
5.91%
Sharpe Ratio
LOTI
0.57
Winner
VPX
3.10
5Y Beta
Winner
LOTI
0.08
VPX
1.02
P/E Ratio
LOTI
25.30
Winner
VPX
22.38
Forward P/E
LOTI
20.34
Winner
VPX
17.28
PEG Ratio
LOTI
0.60
Winner
VPX
0.25
5Y EPS CAGR
LOTI
13.25%
Winner
VPX
27.24%
Debt to Equity
LOTI
-92.94%
VPX
N/A
P/S Ratio
Winner
LOTI
1.56
VPX
2.67
P/B Ratio
LOTI
4.61
Winner
VPX
4.35
LOTI vs VPX - Holdings Comparison
LOTI and VPX have 7 common holdings. Overlap is 10.73%
LOTI's top 25 holdings weight is 84.97%. VPX's top 25 holdings weight is 60.46%.
| Rank | LOTI | VPX |
|---|---|---|
| #1 | JPMORGAN INCOME ETF (JPIE) - 7.55% | VANGUARD MORN TOTAL STK MKT ETF (VTI) - 10.78% |
| #2 | EATON VANCE SHORT DURATION INCOME ETF (EVSD) - 6.62% | NVIDIA CORP (NVDA) - 5.09% |
| #3 | TCW FLEXIBLE INCOME ETF (FLXR) - 6.54% | BROADCOM INC (AVGO) - 4.55% |
| #4 | PIMCO MULTISECTOR BOND ACTIVE ETF (PYLD) - 6.53% | MICROSOFT CORP (MSFT) - 4.22% |
| #5 | VANGUARD MORTGAGE-BACKED SECS ETF (VMBS) - 5.65% | EXXONMOBIL HOLDINGS CORP (XOM) - 3.92% |
| #6 | ISHARES CORE US AGGREGATE BOND ETF (AGG) - 5.58% | JPMORGAN CHASE & CO (JPM) - 3.41% |
| #7 | VANGUARD LONG-TERM CORPORATE BD ETF (VCLT) - 4.44% | VISA INC CLASS A (V) - 2.51% |
| #8 | ELI LILLY AND CO (LLY) - 3.00% | APPLE INC (AAPL) - 2.46% |
| #9 | CARDINAL HEALTH INC (CAH) - 2.98% | CHEVRON CORP (CVX) - 2.46% |
| #10 | HARTFORD STRATEGIC INCOME ETF (HFSI) - 2.82% | MICRON TECHNOLOGY INC (MU) - 2.24% |
| #11 | JOHNSON & JOHNSON (JNJ) - 2.73% | ELI LILLY AND CO (LLY) - 2.01% |
| #12 | COCA-COLA CO (KO) - 2.53% | MASTERCARD INC CLASS A (MA) - 1.93% |
| #13 | CHUBB LTD (CB) - 2.40% | ADVANCED MICRO DEVICES INC (AMD) - 1.65% |
| #14 | UNITEDHEALTH GROUP INC (UNH) - 2.38% | BANK OF AMERICA CORP (BAC) - 1.60% |
| #15 | BROADCOM INC (AVGO) - 2.31% | JOHNSON & JOHNSON (JNJ) - 1.30% |
| #16 | GILEAD SCIENCES INC (GILD) - 2.26% | OTHER ASSETS AND LIABILITIES (n/a) - 1.29% |
| #17 | ALPHABET INC CLASS C (GOOG) - 2.25% | MORGAN STANLEY (MS) - 1.20% |
| #18 | ENTERGY CORP (ETR) - 2.23% | THE GOLDMAN SACHS GROUP INC (GS) - 1.09% |
| #19 | W.W. GRAINGER INC (GWW) - 2.19% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 1.05% |
| #20 | AGREE REALTY CORP (ADC) - 2.09% | n/a (TSM) - 1.02% |
| #21 | ALLIANT ENERGY CORP (LNT) - 2.07% | CONOCOPHILLIPS (COP) - 1.00% |
| #22 | WASTE MANAGEMENT INC (WM) - 1.99% | LINDE PLC (LIN) - 0.96% |
| #23 | VISA INC CLASS A (V) - 1.96% | BOSTON SCIENTIFIC CORP (BSX) - 0.91% |
| #24 | DUKE ENERGY CORP (DUK) - 1.95% | DEXCOM INC (DXCM) - 0.91% |
| #25 | SOUTHERN CO (SO) - 1.92% | WELLS FARGO & CO (WFC) - 0.90% |
| Total Holdings | 34 | 126 |
LOTI vs VPX - Historical Returns
Returns include dividend reinvestment.
1M
LOTI
+1.12%
Winner
VPX
+3.75%
3M
LOTI
+2.47%
Winner
VPX
+8.00%
6M
LOTI
+1.49%
Winner
VPX
+25.78%
1Y
LOTI
+6.47%
VPX
N/A
Max(CAGR)
LOTI
+7.21%
Winner
VPX
+65.63%
LOTI vs VPX - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | LOTI | VPX |
|---|---|---|
| 2026 | +6.32% | +25.78% |
| 2025 | +0.44% | N/A |
LOTI vs VPX Drawdown Comparison
The maximum drawdown for LOTI was -4.42%, occurring on Mar 27, 2026. Recovery took 86 trading sessions.
The maximum drawdown for VPX was -5.91%, occurring on Mar 30, 2026. Recovery took 15 trading sessions.
The current VPX drawdown is -1.78%.
| Rank | LOTI | VPX |
|---|---|---|
| #1 | -4.42% Feb 27, 2026 - Jul 2, 2026 | -5.91% Mar 17, 2026 - Apr 8, 2026 |
| #2 | -2.36% Nov 26, 2025 - Jan 30, 2026 | -3.62% Jun 4, 2026 - Jun 15, 2026 |
| #3 | -1.74% Oct 27, 2025 - Nov 25, 2025 | -2.55% May 14, 2026 - May 22, 2026 |
| #4 | -1.57% Jul 7, 2026 - Jul 28, 2026 | -2.39% Jul 22, 2026 - Jul 31, 2026 |
| #5 | -1.24% Jul 28, 2026 - Aug 25, 2026 | -2.18% Aug 17, 2026 - Aug 24, 2026 |
| #6 | -0.43% Oct 20, 2025 - Oct 27, 2025 | -2.03% Jun 22, 2026 - Jun 30, 2026 |
| #7 | -0.40% Feb 17, 2026 - Feb 23, 2026 | -1.53% Jul 10, 2026 - Jul 22, 2026 |
| #8 | -0.30% Oct 14, 2025 - Oct 17, 2025 | -1.08% Jun 15, 2026 - Jun 18, 2026 |
| #9 | -0.30% Oct 1, 2025 - Oct 3, 2025 | -0.84% Aug 4, 2026 - Aug 12, 2026 |
| #10 | -0.25% Oct 8, 2025 - Oct 14, 2025 | -0.79% Apr 27, 2026 - Apr 30, 2026 |
| #11 | -0.25% Jul 2, 2026 - Jul 7, 2026 | -0.78% Apr 17, 2026 - Apr 22, 2026 |
| #12 | -0.24% Oct 3, 2025 - Oct 7, 2025 | -0.74% May 6, 2026 - May 8, 2026 |
| #13 | -0.21% Feb 24, 2026 - Feb 27, 2026 | -0.64% Apr 22, 2026 - Apr 24, 2026 |
| #14 | -0.15% Feb 9, 2026 - Feb 11, 2026 | -0.62% Jun 30, 2026 - Jul 6, 2026 |
| #15 | N/A | -0.54% Mar 12, 2026 - Mar 16, 2026 |
Correlation
Correlation between LOTI and VPX is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
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