SHAG vs LOTI

Comparison between WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND (SHAG, ETF) and Liberty One Tactical Income ETF (LOTI, ETF).

SHAG vs LOTI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHAG(ETF)	LOTI(ETF)
Net Assets	$43M	$43M
Expense Ratio	0.12%	1.01%
Max Drawdown	11.39%	4.67%
Sharpe Ratio	-0.10	0.33
5Y Beta	0.02	0.11
P/E Ratio	N/A	23.58
Forward P/E	N/A	20.27
PEG Ratio	N/A	0.56
5Y Dividends CAGR	18.46%	N/A
5Y EPS CAGR	N/A	16.35%
Debt to Equity	N/A	-72.89%
P/S Ratio	N/A	1.52
P/B Ratio	N/A	4.55

Net Assets

SHAG

$43M

LOTI

$43M

Expense Ratio

Winner

SHAG

0.12%

LOTI

1.01%

Max Drawdown

SHAG

11.39%

Winner

LOTI

4.67%

Sharpe Ratio

SHAG

-0.10

Winner

LOTI

0.33

5Y Beta

Winner

SHAG

0.02

LOTI

0.11

P/E Ratio

SHAG

N/A

LOTI

23.58

Forward P/E

SHAG

N/A

LOTI

20.27

PEG Ratio

SHAG

N/A

LOTI

0.56

5Y Dividends CAGR

SHAG

18.46%

LOTI

N/A

5Y EPS CAGR

SHAG

N/A

LOTI

16.35%

Debt to Equity

SHAG

N/A

LOTI

-72.89%

P/S Ratio

SHAG

N/A

LOTI

1.52

P/B Ratio

SHAG

N/A

LOTI

4.55

SHAG vs LOTI - Historical Returns

Returns include dividend reinvestment.

Period	SHAG	LOTI
1 month	-0.21%	-0.00%
3 months	-0.37%	-1.01%
6 months	+0.63%	+3.19%
1 year	+3.62%	N/A
5 years(CAGR)	+1.56%	N/A
10 years(CAGR)	+2.12%	N/A
Max(CAGR)	+2.12%	+5.47%

SHAG

-0.21%

Winner

LOTI

-0.00%

Winner

SHAG

-0.37%

LOTI

-1.01%

SHAG

+0.63%

Winner

LOTI

+3.19%

SHAG

+3.62%

LOTI

N/A

5Y(CAGR)

SHAG

+1.56%

LOTI

N/A

10Y(CAGR)

SHAG

+2.12%

LOTI

N/A

Max(CAGR)

SHAG

+2.12%

Winner

LOTI

+5.47%

SHAG vs LOTI - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	SHAG	LOTI
2026	+0.23%	+3.54%
2025	+6.30%	+0.44%
2024	+4.49%	N/A
2023	+4.47%	N/A
2022	-6.19%	N/A
2021	-0.89%	N/A
2020	+4.56%	N/A
2019	+5.81%	N/A
2018	+0.88%	N/A
2017	-0.11%	N/A

SHAG vs LOTI Drawdown Comparison

The maximum drawdown for SHAG was -9.61%, occurring on Oct 20, 2022. Recovery took 754 trading sessions.

The maximum drawdown for LOTI was -4.42%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current SHAG drawdown is -0.78%. The current LOTI drawdown is -1.97%.

Rank	SHAG	LOTI
#1	-9.61% Aug 3, 2021 - Aug 2, 2024	-4.42% Feb 27, 2026 - Mar 27, 2026
#2	-5.80% Mar 6, 2020 - May 20, 2020	-2.36% Nov 26, 2025 - Jan 30, 2026
#3	-1.79% Sep 5, 2017 - Dec 24, 2018	-1.74% Oct 27, 2025 - Nov 25, 2025
#4	-1.38% Feb 27, 2026 - Mar 26, 2026	-0.43% Oct 20, 2025 - Oct 27, 2025
#5	-1.23% Sep 24, 2024 - Jan 27, 2025	-0.40% Feb 17, 2026 - Feb 23, 2026
#6	-1.09% Apr 3, 2025 - Apr 28, 2025	-0.30% Oct 14, 2025 - Oct 17, 2025
#7	-0.98% Sep 4, 2019 - Oct 3, 2019	-0.30% Oct 1, 2025 - Oct 3, 2025
#8	-0.86% Feb 10, 2021 - Jun 10, 2021	-0.25% Oct 8, 2025 - Oct 14, 2025
#9	-0.67% May 27, 2025 - Jun 23, 2025	-0.24% Oct 3, 2025 - Oct 7, 2025
#10	-0.60% Oct 3, 2019 - Dec 3, 2019	-0.21% Feb 24, 2026 - Feb 27, 2026
#11	-0.55% Apr 30, 2025 - May 27, 2025	-0.15% Feb 9, 2026 - Feb 11, 2026
#12	-0.52% Jun 30, 2025 - Aug 1, 2025	N/A
#13	-0.50% Feb 5, 2025 - Feb 21, 2025	N/A
#14	-0.45% Jun 10, 2021 - Jul 19, 2021	N/A
#15	-0.40% Jul 3, 2019 - Aug 1, 2019	N/A