Screener
LOTI vs FPEI
Liberty One Tactical Income ETF vs First Trust Institutional Preferred Securities and Income ETF
Key differences
Both LOTI and FPEI are fixed income ETFs. LOTI charges 1.01% a year and FPEI 0.85%. The main difference: FPEI costs 0.16% less per year.
- FPEI costs 0.16% less per year.
- FPEI is much larger than LOTI. Larger funds are usually more liquid and less likely to close.
- FPEI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LOTI | FPEI | |
|---|---|---|
| Annual cost (TER) | 1.01% | 0.85% |
| Fund size (AUM) | $44M | $1.9B |
| Since | 2025 | 2017 |
| Dividend yield | — | 5.73% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +8.1% |
| CAGR 3Y | N/A | +10.6% |
| CAGR 5Y | N/A | +4.3% |
| Sharpe 3Y | N/A | 1.59 |
| Volatility 1Y | — | 3.71% |
| Max drawdown | -4.42% | -27.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.