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LOTI vs FCEF
Liberty One Tactical Income ETF vs First Trust Income Opportunity ETF
Key differences
LOTI is a fixed income ETF, while FCEF is a mixed asset ETF. LOTI charges 1.01% a year and FCEF 3.69%.
- LOTI is a fixed income fund, while FCEF is a mixed asset fund. They carry different risk/return profiles.
- LOTI costs 2.68% less per year.
- FCEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LOTI | FCEF | |
|---|---|---|
| Annual cost (TER) | 1.01% | 3.69% |
| Fund size (AUM) | $44M | $79M |
| Since | 2025 | 2016 |
| Dividend yield | — | 6.19% |
| Asset class | fixed income | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +15.3% |
| CAGR 3Y | N/A | +15.6% |
| CAGR 5Y | N/A | +5.8% |
| Sharpe 3Y | N/A | 1.15 |
| Volatility 1Y | — | 7.87% |
| Max drawdown | -4.42% | -44.81% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.