Screener
LOTI vs FIGB
Liberty One Tactical Income ETF vs Fidelity Investment Grade Bond ETF
Key differences
Both LOTI and FIGB are fixed income ETFs. LOTI charges 1.01% a year and FIGB 0.36%. The main difference: LOTI follows a active selection strategy; FIGB uses index tracking.
- LOTI follows a active selection strategy; FIGB uses index tracking.
- FIGB costs 0.65% less per year.
- FIGB is much larger than LOTI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| LOTI | FIGB | |
|---|---|---|
| Annual cost (TER) | 1.01% | 0.36% |
| Fund size (AUM) | $44M | $499M |
| Since | 2025 | 2021 |
| Dividend yield | — | 4.11% |
| Asset class | fixed income | fixed income |
| Region | — | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +4.8% |
| CAGR 3Y | N/A | +4.3% |
| CAGR 5Y | N/A | +0.3% |
| Sharpe 3Y | N/A | 0.14 |
| Volatility 1Y | — | 4.10% |
| Max drawdown | -4.42% | -18.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.