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