Screener
LOTI vs AOR
Liberty One Tactical Income ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
LOTI is a fixed income ETF, while AOR is a mixed asset ETF. LOTI charges 1.01% a year and AOR 0.15%.
- LOTI is a fixed income fund, while AOR is a mixed asset fund. They carry different risk/return profiles.
- AOR costs 0.86% less per year.
- AOR is much larger than LOTI. Larger funds are usually more liquid and less likely to close.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LOTI | AOR | |
|---|---|---|
| Annual cost (TER) | 1.01% | 0.15% |
| Fund size (AUM) | $44M | $3.6B |
| Since | 2025 | 2008 |
| Dividend yield | — | 2.47% |
| Asset class | fixed income | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +17.5% |
| CAGR 3Y | N/A | +14.1% |
| CAGR 5Y | N/A | +6.9% |
| Sharpe 3Y | N/A | 1.08 |
| Volatility 1Y | — | 8.85% |
| Max drawdown | -4.42% | -22.95% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.