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BSR vs LOTI

Beacon Selective Risk ETF vs Liberty One Tactical Income ETF

BSR

Beacon Selective Risk ETF

Annual cost

1.09%

Fund size

$37M

LOTI

Liberty One Tactical Income ETF

Annual cost

1.01%

Fund size

$44M

Key differences

Both BSR and LOTI are fixed income ETFs. BSR charges 1.09% a year and LOTI 1.01%. The main difference: LOTI costs 0.08% less per year.

  • LOTI costs 0.08% less per year.

Side-by-side comparison

BSRLOTI
Annual cost (TER)1.09%1.01%
Fund size (AUM)$37M$44M
Since20232025
Dividend yield1.02%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+11.6%N/A
CAGR 3Y+7.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.32N/A
Volatility 1Y8.78%
Max drawdown-15.68%-4.42%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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