SPIN vs LOTI
Comparison between SPDR SSGA US Equity Premium Income ETF (SPIN, ETF) and Liberty One Tactical Income ETF (LOTI, ETF).
SPIN vs LOTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPIN
$46M
LOTI
$46M
Expense Ratio
Winner
SPIN
0.25%
LOTI
1.01%
Max Drawdown
SPIN
19.04%
Winner
LOTI
4.67%
Sharpe Ratio
Winner
SPIN
0.89
LOTI
0.40
5Y Beta
SPIN
0.81
Winner
LOTI
0.07
P/E Ratio
SPIN
29.66
Winner
LOTI
23.69
Forward P/E
SPIN
21.82
Winner
LOTI
20.80
PEG Ratio
Winner
SPIN
0.48
LOTI
0.58
5Y EPS CAGR
Winner
SPIN
29.09%
LOTI
16.51%
Debt to Equity
SPIN
20.55%
Winner
LOTI
-65.95%
P/S Ratio
SPIN
4.99
Winner
LOTI
1.57
P/B Ratio
SPIN
6.05
Winner
LOTI
4.72
SPIN vs LOTI - Holdings Comparison
SPIN and LOTI have 11 common holdings. Overlap is 11.68%
SPIN's top 25 holdings weight is 66.99%. LOTI's top 25 holdings weight is 85.44%.
| Rank | SPIN | LOTI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.69% | JPMORGAN INCOME ETF (JPIE) - 7.57% |
| #2 | APPLE INC (AAPL) - 6.18% | EATON VANCE SHORT DURATION INCOME ETF (EVSD) - 6.62% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.13% | PIMCO MULTISECTOR BOND ACTIVE ETF (PYLD) - 6.58% |
| #4 | MICROSOFT CORP (MSFT) - 5.91% | TCW FLEXIBLE INCOME ETF (FLXR) - 6.57% |
| #5 | AMAZON.COM INC (AMZN) - 4.97% | VANGUARD MORTGAGE-BACKED SECS ETF (VMBS) - 5.70% |
| #6 | BROADCOM INC (AVGO) - 3.64% | ISHARES CORE US AGGREGATE BOND ETF (AGG) - 5.62% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.28% | VANGUARD LONG-TERM CORPORATE BD ETF (VCLT) - 4.50% |
| #8 | ADVANCED MICRO DEVICES INC (AMD) - 2.75% | ELI LILLY AND CO (LLY) - 3.08% |
| #9 | JPMORGAN CHASE & CO (JPM) - 2.17% | CARDINAL HEALTH INC (CAH) - 2.90% |
| #10 | APPLIED MATERIALS INC (AMAT) - 2.07% | HARTFORD STRATEGIC INCOME ETF (HFSI) - 2.84% |
| #11 | ELI LILLY AND CO (LLY) - 2.03% | JOHNSON & JOHNSON (JNJ) - 2.72% |
| #12 | MICRON TECHNOLOGY INC (MU) - 1.77% | UNITEDHEALTH GROUP INC (UNH) - 2.44% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.72% | COCA-COLA CO (KO) - 2.41% |
| #14 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.54% | CHUBB LTD (CB) - 2.38% |
| #15 | VISA INC CLASS A (V) - 1.44% | ENTERGY CORP (ETR) - 2.38% |
| #16 | THE HOME DEPOT INC (HD) - 1.37% | BROADCOM INC (AVGO) - 2.28% |
| #17 | S&P GLOBAL INC (SPGI) - 1.35% | GILEAD SCIENCES INC (GILD) - 2.24% |
| #18 | AMPHENOL CORP CLASS A (APH) - 1.32% | ALLIANT ENERGY CORP (LNT) - 2.22% |
| #19 | PARKER HANNIFIN CORP (PH) - 1.26% | W.W. GRAINGER INC (GWW) - 2.19% |
| #20 | EMERSON ELECTRIC CO (EMR) - 1.11% | ALPHABET INC CLASS C (GOOG) - 2.15% |
| #21 | UBER TECHNOLOGIES INC (UBER) - 1.09% | AGREE REALTY CORP (ADC) - 2.12% |
| #22 | LINDE PLC (LIN) - 1.08% | WASTE MANAGEMENT INC (WM) - 2.06% |
| #23 | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 1.08% | DUKE ENERGY CORP (DUK) - 1.98% |
| #24 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.03% | SOUTHERN CO (SO) - 1.98% |
| #25 | UNITED RENTALS INC (URI) - 1.01% | VISA INC CLASS A (V) - 1.91% |
| Total Holdings | 104 | 34 |
SPIN vs LOTI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPIN
+1.75%
LOTI
+1.65%
3M
Winner
SPIN
+3.48%
LOTI
+1.65%
6M
SPIN
+2.78%
Winner
LOTI
+3.64%
1Y
Winner
SPIN
+13.78%
LOTI
+4.87%
Max(CAGR)
Winner
SPIN
+12.70%
LOTI
+6.09%
SPIN vs LOTI - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SPIN | LOTI |
|---|---|---|
| 2026 | +3.39% | +4.73% |
| 2025 | +14.33% | +0.44% |
| 2024 | +6.09% | N/A |
SPIN vs LOTI Drawdown Comparison
The maximum drawdown for SPIN was -16.84%, occurring on Apr 8, 2025. Recovery took 102 trading sessions.
The maximum drawdown for LOTI was -4.42%, occurring on Mar 27, 2026. Recovery took 86 trading sessions.
The current SPIN drawdown is -0.81%. The current LOTI drawdown is -1.47%.
| Rank | SPIN | LOTI |
|---|---|---|
| #1 | -16.84% Feb 19, 2025 - Jul 17, 2025 | -4.42% Feb 27, 2026 - Jul 2, 2026 |
| #2 | -9.81% Jan 27, 2026 - May 28, 2026 | -2.36% Nov 26, 2025 - Jan 30, 2026 |
| #3 | -4.36% Nov 12, 2025 - Nov 28, 2025 | -1.74% Oct 27, 2025 - Nov 25, 2025 |
| #4 | -3.76% Jun 1, 2026 - Jul 9, 2026 | -1.47% Jul 7, 2026 - Jul 21, 2026 |
| #5 | -3.57% Dec 6, 2024 - Feb 19, 2025 | -0.43% Oct 20, 2025 - Oct 27, 2025 |
| #6 | -2.55% Jan 12, 2026 - Jan 26, 2026 | -0.40% Feb 17, 2026 - Feb 23, 2026 |
| #7 | -2.46% Dec 11, 2025 - Dec 23, 2025 | -0.30% Oct 14, 2025 - Oct 17, 2025 |
| #8 | -2.42% Oct 8, 2025 - Oct 21, 2025 | -0.30% Oct 1, 2025 - Oct 3, 2025 |
| #9 | -1.93% Nov 3, 2025 - Nov 11, 2025 | -0.25% Oct 8, 2025 - Oct 14, 2025 |
| #10 | -1.90% Oct 22, 2024 - Nov 6, 2024 | -0.25% Jul 2, 2026 - Jul 7, 2026 |
| #11 | -1.64% Jul 15, 2026 - Jul 20, 2026 | -0.24% Oct 3, 2025 - Oct 7, 2025 |
| #12 | -1.45% Sep 5, 2024 - Sep 10, 2024 | -0.21% Feb 24, 2026 - Feb 27, 2026 |
| #13 | -1.43% Jul 29, 2025 - Aug 4, 2025 | -0.15% Feb 9, 2026 - Feb 11, 2026 |
| #14 | -1.38% Aug 14, 2025 - Aug 22, 2025 | N/A |
| #15 | -1.32% Nov 13, 2024 - Nov 26, 2024 | N/A |
Correlation
Correlation between SPIN and LOTI is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.51
-101
Dividend Comparison (2024 - 2026)
SPIN vs LOTI dividend yield comparison.
| Year | SPIN | LOTI |
|---|---|---|
| 2026 | 3.17% | 1.34% |
| 2025 | 8.20% | 0.45% |
| 2024 | 2.36% | 0.00% |
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