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LOTI vs FLDR

Liberty One Tactical Income ETF vs Fidelity Low Duration Bond Factor ETF

LOTI

Liberty One Tactical Income ETF

Annual cost

1.01%

Fund size

$44M

FLDR

Fidelity Low Duration Bond Factor ETF

Annual cost

0.15%

Fund size

$1.6B

Key differences

Both LOTI and FLDR are fixed income ETFs. LOTI charges 1.01% a year and FLDR 0.15%. The main difference: LOTI follows a active selection strategy; FLDR uses index tracking.

  • LOTI follows a active selection strategy; FLDR uses index tracking.
  • FLDR costs 0.86% less per year.
  • FLDR is much larger than LOTI. Larger funds are usually more liquid and less likely to close.
  • FLDR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LOTIFLDR
Annual cost (TER)1.01%0.15%
Fund size (AUM)$44M$1.6B
Since20252018
Dividend yield4.43%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+4.8%
CAGR 3YN/A+5.5%
CAGR 5YN/A+3.8%
Sharpe 3YN/A1.77
Volatility 1Y0.81%
Max drawdown-4.42%-12.23%

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

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