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LOTI vs FTBD

Liberty One Tactical Income ETF vs Fidelity Tactical Bond ETF

LOTI

Liberty One Tactical Income ETF

Annual cost

1.01%

Fund size

$44M

FTBD

Fidelity Tactical Bond ETF

Annual cost

0.55%

Fund size

$37M

Key differences

Both LOTI and FTBD are fixed income ETFs. LOTI charges 1.01% a year and FTBD 0.55%. The main difference: LOTI follows a active selection strategy; FTBD uses index tracking.

  • LOTI follows a active selection strategy; FTBD uses index tracking.
  • FTBD costs 0.46% less per year.

Side-by-side comparison

LOTIFTBD
Annual cost (TER)1.01%0.55%
Fund size (AUM)$44M$37M
Since20252023
Dividend yield5.03%
Asset classfixed incomefixed income
Regionglobal
Strategyactive selectionindex tracking
CAGR 1YN/A+6.1%
CAGR 3YN/A+5.4%
CAGR 5YN/AN/A
Sharpe 3YN/A0.32
Volatility 1Y4.30%
Max drawdown-4.42%-6.98%

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

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