Screener
LOTI vs FPE
Liberty One Tactical Income ETF vs First Trust Preferred Securities and Income ETF
Key differences
Both LOTI and FPE are fixed income ETFs. LOTI charges 1.01% a year and FPE 0.83%. The main difference: LOTI follows a active selection strategy; FPE uses index tracking.
- LOTI follows a active selection strategy; FPE uses index tracking.
- FPE costs 0.18% less per year.
- FPE is much larger than LOTI. Larger funds are usually more liquid and less likely to close.
- FPE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LOTI | FPE | |
|---|---|---|
| Annual cost (TER) | 1.01% | 0.83% |
| Fund size (AUM) | $44M | $6.3B |
| Since | 2025 | 2013 |
| Dividend yield | — | 5.84% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +7.7% |
| CAGR 3Y | N/A | +10.1% |
| CAGR 5Y | N/A | +3.1% |
| Sharpe 3Y | N/A | 1.27 |
| Volatility 1Y | — | 3.87% |
| Max drawdown | -4.42% | -33.35% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.