Screener
LOTI vs BDYN
Liberty One Tactical Income ETF vs iShares Dynamic Equity Active ETF
Key differences
LOTI is a fixed income ETF, while BDYN is a mixed asset ETF. LOTI charges 1.01% a year and BDYN 0.40%.
- LOTI is a fixed income fund, while BDYN is a mixed asset fund. They carry different risk/return profiles.
- BDYN costs 0.61% less per year.
- BDYN is much larger than LOTI. Larger funds are usually more liquid and less likely to close.
- BDYN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LOTI | BDYN | |
|---|---|---|
| Annual cost (TER) | 1.01% | 0.40% |
| Fund size (AUM) | $44M | $2.9B |
| Since | 2025 | 2017 |
| Dividend yield | — | 0.91% |
| Asset class | fixed income | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | — |
| Max drawdown | -4.42% | -10.85% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.