THTA vs LOTI
Comparison between SOFI ENHANCED YIELD ETF (THTA, ETF) and Liberty One Tactical Income ETF (LOTI, ETF).
THTA vs LOTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
THTA
$45M
LOTI
$44M
Expense Ratio
Winner
THTA
0.61%
LOTI
1.01%
Max Drawdown
THTA
35.63%
Winner
LOTI
4.67%
Sharpe Ratio
Winner
THTA
2.04
LOTI
0.47
5Y Beta
THTA
0.71
Winner
LOTI
0.10
P/E Ratio
THTA
N/A
LOTI
23.41
Forward P/E
THTA
N/A
LOTI
20.56
PEG Ratio
THTA
N/A
LOTI
0.55
5Y EPS CAGR
THTA
N/A
LOTI
16.29%
Debt to Equity
THTA
N/A
LOTI
-73.30%
P/S Ratio
THTA
N/A
LOTI
1.55
P/B Ratio
THTA
N/A
LOTI
4.52
THTA vs LOTI - Historical Returns
Returns include dividend reinvestment.
1M
THTA
+0.71%
Winner
LOTI
+1.15%
3M
Winner
THTA
+4.18%
LOTI
+0.55%
6M
Winner
THTA
+8.02%
LOTI
+3.88%
1Y
THTA
+16.57%
LOTI
N/A
Max(CAGR)
THTA
+1.67%
Winner
LOTI
+6.40%
THTA vs LOTI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | THTA | LOTI |
|---|---|---|
| 2026 | +7.26% | +4.28% |
| 2025 | -10.33% | +0.44% |
| 2024 | +7.11% | N/A |
| 2023 | +1.04% | N/A |
THTA vs LOTI Drawdown Comparison
The maximum drawdown for THTA was -31.41%, occurring on Apr 4, 2025. This drawdown has not yet recovered.
The maximum drawdown for LOTI was -4.42%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current THTA drawdown is -6.47%. The current LOTI drawdown is -1.26%.
| Rank | THTA | LOTI |
|---|---|---|
| #1 | -31.41% Mar 21, 2025 - Apr 4, 2025 | -4.42% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -11.94% Jul 31, 2024 - Jan 22, 2025 | -2.36% Nov 26, 2025 - Jan 30, 2026 |
| #3 | -4.82% Feb 26, 2025 - Mar 17, 2025 | -1.74% Oct 27, 2025 - Nov 25, 2025 |
| #4 | -1.41% Apr 15, 2024 - Apr 22, 2024 | -0.43% Oct 20, 2025 - Oct 27, 2025 |
| #5 | -1.19% Jul 22, 2024 - Jul 29, 2024 | -0.40% Feb 17, 2026 - Feb 23, 2026 |
| #6 | -1.06% Jan 17, 2024 - Jan 31, 2024 | -0.30% Oct 14, 2025 - Oct 17, 2025 |
| #7 | -0.59% Feb 1, 2024 - Feb 5, 2024 | -0.30% Oct 1, 2025 - Oct 3, 2025 |
| #8 | -0.33% Dec 6, 2023 - Dec 18, 2023 | -0.25% Oct 8, 2025 - Oct 14, 2025 |
| #9 | -0.26% May 28, 2024 - May 31, 2024 | -0.24% Oct 3, 2025 - Oct 7, 2025 |
| #10 | -0.26% Jan 31, 2025 - Feb 4, 2025 | -0.21% Feb 24, 2026 - Feb 27, 2026 |
| #11 | -0.25% Mar 13, 2024 - Mar 18, 2024 | -0.15% Feb 9, 2026 - Feb 11, 2026 |
| #12 | -0.25% Jul 15, 2024 - Jul 22, 2024 | N/A |
| #13 | -0.17% Feb 24, 2025 - Feb 26, 2025 | N/A |
| #14 | -0.16% May 14, 2024 - May 16, 2024 | N/A |
| #15 | -0.16% Feb 12, 2024 - Feb 20, 2024 | N/A |
Correlation
Correlation between THTA and LOTI is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2023 - 2026)
THTA vs LOTI dividend yield comparison.
| Year | THTA | LOTI |
|---|---|---|
| 2026 | 4.44% | 0.88% |
| 2025 | 12.66% | 0.45% |
| 2024 | 12.44% | 0.00% |
| 2023 | 0.58% | 0.00% |
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